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Mutual Funds

Annuities and Castles

Ken Weber | Posted 11.25.2015 | Business
Ken Weber

Buying an annuity has always been a difficult exercise for the consumer. What Sen. Warren's report shows is that on top of the complexity, brokers selling annuities too often are presented with real and considerable incentives to push you into particular products.

Why We Decided to Walk Off Wall Street

Don Shaffer | Posted 11.18.2015 | Impact
Don Shaffer

The only solution is for each of us to pull our money from publicly traded stocks and bonds. It's not that the companies or the people who work for them are bad, but that the trading system is being manipulated by a few people who are driven to make as much money as they can in the shortest time possible.

Financial Savvy: Investment Risk vs. Market Volatility

David Rae | Posted 10.08.2015 | Business
David Rae

When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. But one should know the differences between risk and volatility to avoid silly and irrational investing mistakes. Let's clear the confusion once and for all.

What Should You Do in a Bear Market?

Ken Weber | Posted 09.21.2015 | Money
Ken Weber

You've probably heard the advice to ride through market turbulence. That is good advice, but it needs to be repeated regularly because too many folks don't heed it - even people who should know better.

The Fed's Decision And The Developing Countries

Marcelo Giugale | Posted 09.14.2015 | Business
Marcelo Giugale

Will those edgy portfolio investors stampede indiscriminately out of--and wreak havoc among--middle- and low-income countries if the Fed lifts interest rates this September, for the first time in almost a decade?

No, Mom and Pop Investors Did Not Predict The Market Crash

The Huffington Post | Ben Walsh | Posted 08.31.2015 | Politics

Beware of journalists bearing big numbers. Bloomberg and Marketplace reported on Friday that individual investors pulled an estimated $14.9 billion fr...

Profile: Kimra Bettasso -- 401K Advice for a New Generation

David Jensen | Posted 07.22.2015 | Business
David Jensen

Kimra Bettasso is a Financial Consultant and Founder of 401k Retire Logic and 401k Legit. I asked her about her unique approach to this market.

Beware Target Date Funds

Terry Savage | Posted 07.07.2015 | Money
Terry Savage

Target date mutual funds have become the most popular choice of retirement plan investors. But before you think that target date plans will solve all your retirement investment issues, you should understand these five factors.

How Investment Adviser Fees Add Up | Posted 06.24.2015 | Business

In the pursuit of an investment adviser or investment manager one of the most important (and unfortunately complicated) pieces of information to obtain is their complete fee structure.

5 Investing Fees Beginners Forget About

GOBankingRates | Posted 06.22.2015 | Business

As a new investor, you are probably keen on making money when allocating your funds in an investment account, like a mutual fund, 401(k) or directly in the stock market. However, what is often forgotten is that, like any other financial service, there are likely fees to contend with at every corner.

Annuities, Experts and My Losing 90 Pounds

Don McNay | Posted 05.21.2015 | Business
Don McNay

I was in a coffee shop, having breakfast with my daughter, Angela Luhys, on a week when my weight loss had reached the 90 pound mark since November. While sharing this great milestone with Angela, the guy in the booth behind me was trying to sell an annuity.

The Case for Gold -- Just in Case!

Terry Savage | Posted 05.11.2015 | Money
Terry Savage

No one is talking much about gold these days, since gold is typically viewed as a hedge against inflation, and there's very little inflation around. Even worse, if the Fed raises rates, gold becomes less attractive as an investment.

Late Stage Investing: Why it Works - for Now

Jeremy Abelson | Posted 06.28.2015 | Business
Jeremy Abelson

Mutual funds are showing up predominantly in what are termed "pre-IPO" rounds, implying an IPO is imminent and an exit and public company status is almost guaranteed. This is very different than most traditional VC investments.

Things You Want To Know About Investing But Are Afraid To Ask -- Part 2

Carrie Schwab-Pomerantz, CFP | Posted 06.27.2015 | Money
Carrie Schwab-Pomerantz, CFP

Last week I talked about investing concepts that people want to understand but are too often afraid to ask about -- things like asset allocation, diversification and risk. But if you're unclear on a concept, I say ask. And ask again if you don't completely understand.

Innovative Challengers at the Gates

Omar K. Alghanim | Posted 06.20.2015 | Business
Omar K. Alghanim

Within retail banking, there have been two standout, truly disruptive innovations in the last 20 years, where a few banks applied mass marketing techniques to create something unique.

Will Your 110th Birthday Be Happy? The Financial Risks of Longer Life.

Ken Weber | Posted 06.01.2015 | Money
Ken Weber

It seems just about every week we read a news story of some woman or man who is alive and living reasonably well past age 110. But leaving aside those exceptional few super-centenarians, just about everyone now knows someone who has reached triple digits.

How to Start Investing With Less Than $500

GOBankingRates | Posted 05.23.2015 | Money

There is a common belief that the best investment options require a lot of money to get started, but the reality is there are investments that allow you to start with as little as a $10 per month contribution, or a one-time deposit of $25.

Want a Higher Return? Pick a Cheaper Mutual Fund | Posted 04.07.2015 | Money

If you are paying more than these guidelines for your fund, you're probably paying too much and should seriously reconsider the fund you are in. You should never pay more than 1% for any fund.

Memo to Investors: Join the Parade

Robert Rosenkranz | Posted 03.18.2015 | Money
Robert Rosenkranz

Should you abandon actively managed funds and invest instead through indexed mutual funds and ETFs? Indeed you should, and here's why.

Why Do You Care What the Market Did Today?

Ken Weber | Posted 02.27.2015 | Business
Ken Weber

Unless you're in the investment business, you don't need to know how the market is doing every business day. It's better to take a long-term view of all of your investments -- or enlist the services of a respected registered investment advisor to manage your money.

Three Facts You Don't Know About Mutual Funds

Dan Solin | Posted 09.07.2014 | Business
Dan Solin

Given these staggering numbers, it's sad that so many investors are woefully ignorant about the funds they are counting on for retirement. If they knew more, I suspect they would invest very differently.

A Tale of Two Investors

Dan Solin | Posted 06.29.2014 | Business
Dan Solin

Like many investors, Paul and Mary don't trust Wall Street. They believe the stock market is rigged against small investors. They wish they didn't have to invest at all. However, they have done their homework and understand the impact of inflation on their purchasing power.

9 Reasons to Quit Buy-and-Hold Now!

Brian Schreiner | Posted 06.24.2014 | Money
Brian Schreiner

Even a simple trend following strategy, such as buying stocks when they are above their 200-day moving average and going to cash when they are below it may be able to help you preserve your assets during the next bear market.

Institutionalized Fraud: How Wall Street Survives on Predicting the Past

Jeff Schweitzer | Posted 06.24.2014 | Business
Jeff Schweitzer

We can just make stuff up with aplomb. One day we say the market rises as "investors cheer" good employment numbers; the very next day we attribute the decline to "structural problems" and look forward to a long decline! Were those structural problems not present yesterday when investors were cheering?

The Secret To Higher Expected Returns

Dan Solin | Posted 06.15.2014 | Business
Dan Solin

Is there something these passive investors know that you don't? Why have they thrown in the towel and abandoned the quest for alpha?