Performance1 Total Returns (%) Average Annual Total Returns 3 Months YTD 1 Year 3 Years 5 Years 10 Years 20 Years Balanced Fund – Class I 6.67 11.52 20.12 6.75 10.13 8.40 7.90 Balanced Fund – Class X 6.72 11.61 20.24 6.84 10.18 8.43 7.91 Combined Index 5.61 14.80 25.98…

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The box office success of Marvel’s Deadpool & Wolverine and a solid profit in Disney’s streaming businesses helped raise the entertainment company’s earnings by 39 per cent from a year earlier, even…

Donald Trump’s return to the White House, coupled with Republican control of the Senate and possibly of the House, could result in a far more limited government role in the care of frail older adults and younger people with disabilities. Most immediately, Trump’s proposed mass deportations would make the current…

This article was written byFollowI’m an Equity Analyst and Accountant specializing in restaurant stocks, with a strong foundation in Business Administration and Accounting, complemented by an MBA in Forensic Accounting and Controllership. As the founder of Goulart’s Restaurant Stocks, I lead a company focused on analyzing restaurant stocks in the…

Unlock the White House Watch newsletter for freeYour guide to what the 2024 US election means for Washington and the worldIn 2002, researchers looked at American social trends and found an “emerging Democratic majority”. The party has lost as many presidential elections since then as it has won. In 2019,…

It is not surprising that we find mental illness across all age ranges. Being over 65 is no exception. Some adult children would probably say that things seem to get worse as their parent gets past retirement age. What we hear most often at AgingParents.com, where we consult with families…

This article was written byFollowWith years of investing experience in the financial markets, I have honed my skills in identifying and capitalizing on investment opportunities across diverse sectors. My investment approach is based on fundamental analysis of stocks, focusing on companies with a strong competitive moat, consistent growth in free…

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Western and Arab diplomats have condemned comments by Israel’s far-right finance minister suggesting that the country will look to annex the occupied West Bank next year in the wake of Donald Trump’s…

On November 8, the Centers for Medicare and Medicaid Services announced the Medicare premiums and costs for 2025. Let’s take a quick look at what you need to know. Part B Premium and Deductible The 2025 premium for Part B, medical insurance, will be $185, an increase of $10.30 (5.9%).…

This article was written byFollowDaniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a…