Feb 9, 2016
How helpful are mutual-fund rankings from research firms such as
Morningstar Inc. and S&P Capital IQ? New evidence suggests that
for many investors, the answer may be “not very.”
This according to a Wall Street Journal research piece submitted by
Dr. John Payne and Dr. Shlomo Benartzi.
Dr. Benartzi is a professor and co-head of the behavioral
decision-making group at UCLA Anderson School of Management. Dr.
Payne is a professor at Duke University’s Fuqua business
school.
Steve and Sinclair review this intriguing report.
In the Q & A segment, H & R Block Master Tax Advisor and Enrolled Agent Doris Milton joins the A Team to discuss some surprising facts about the medical expense tax deduction.