Archives for December 2014

WIFE.org Fundraiser

Bonnie Sewell of American Capital Planning LLC is an annual sponsor at SterlingWomen.org. Every year, SterlingWomen.org does an annual fundraising calendar and  this year Bonnie picked WIFE.org as the nonprofit that would receive her support. To support this effort: Visit this website and click on “Bonnie Sewell of American Capital Planning LLC.” A big THANK YOU to […]

Making a Clear Distinction Between Morningstar’s Dual Fund Rating Systems

Recently, I was asked by a beginning fund investor to explain why Morningstar has two “ratings” on mutual funds, and which one should she use.  She made reference to an article [“Flummoxed by Our Ratings? Here’s What You Need to Know,”] on Morningstar’s website written by Russell Kinnel, director of manager research for Morningstar. The […]