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Mutual Funds

5 unique money saving tips for 2017

Chris Wang | Posted 12.30.2016 | Education
Chris Wang

This is the time of year when you are bombarded with articles about New Year's resolutions and how to actually keep them. You may resolve to spend les...

Jay Z, NYC Firefighters Have Cameos at a Gathering of Pennsylvania Politicos

Laura Goldman | Posted 12.21.2016 | Politics
Laura Goldman

If you were looking for a Pennsylvania politico December 9 thru 11 in their home state, you were out of luck. Pennsylvania politicos of both parties h...

Investing In Women Is Smart Investing: The Value Of Gender Diversity Is Proven In The Numbers

Joe Keefe | Posted 09.28.2016 | Business
Joe Keefe

Co-authored by Sallie Krawcheck, Chair of Pax Ellevate Why should you invest in women? Because it's 2016. Because it's the right thing to do. Because...

An Interview with Henry Ellenbogen: The Man who Taught Mutual Funds how to Invest

The Harbus | Posted 09.19.2016 | Business
The Harbus

By Lee Sun, Harvard Business School Class of '17 & Harbus Contributing Writer The allure of Silicon Valley has grown in the eyes of HBS graduates s...

How to Fix Mutual Funds so They Work for Investors, Not Fund Managers

Nell Minow | Posted 07.13.2016 | Business
Nell Minow

If I could assign every politician running for office this year one book to read, it would be Professor William Birdthistle's Empire of the Fund: The ...

Why Invest In Art Now?

Madelaine D'Angelo | Posted 07.19.2016 | Business
Madelaine D'Angelo

Between markets in flux and Brexit, investors are looking for alternate ways to invest in tangible assets that don't rely on the government. The growi...

ETFs vs. Mutual Funds: Which Is Better for Investing?

Simple. Thrifty. Living. | Posted 05.11.2016 | Business
Simple. Thrifty. Living.

Both mutual funds and ETFs have become very popular because of their low-risk and simplicity, but which one is a better investment. Comparing the bene...

Personal Finance Gifts for the New Graduate

Nathaniel Sillin | Posted 04.27.2016 | Business
Nathaniel Sillin

Don't get me wrong - when I graduated from college, it was great to get a few checks as gifts from family members and friends. But what I really could...

Active investing versus passive: What if everyone indexed, except Warren Buffett?

Druce Vertes, CFA | Posted 03.11.2017 | Business
Druce Vertes, CFA

Warren Buffett sometimes says things that seem . . . contradictory.

Beyond Wall Street: Transforming the Way We Use Capital

Don Shaffer | Posted 02.02.2017 | Impact
Don Shaffer

By Don Shaffer I've been talking to a lot of people lately about RSF Social Finance's decision to walk off Wall Street, and urging others to consid...

JPMorgan Chase Hit With Multi-Million Dollar Fine For Shady Investment Advice

The Huffington Post | Ben Walsh | Posted 12.18.2015 | Business

JPMorgan Chase will pay $307 million in fines after admitting it didn't properly tell customers about conflicts of interest in how it managed their mo...

Annuities and Castles

Ken Weber | Posted 11.25.2016 | 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 11.18.2016 | 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 10.06.2016 | 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 09.21.2016 | 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 09.14.2016 | 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 07.22.2016 | 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 07.07.2016 | 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

PaladinRegistry.com | Posted 06.24.2016 | Business
PaladinRegistry.com

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 06.22.2016 | Business
GOBankingRates

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 05.20.2016 | 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 05.11.2016 | 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.