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Mutual Funds

Three Facts You Don't Know About Mutual Funds

Dan Solin | Posted 07.08.2014 | 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?

The Secret to Picking Actively Managed Mutual Funds

Dan Solin | Posted 04.27.2014 | Business
Dan Solin

Whatever the reason, you are convinced you and your broker can "beat the markets" by buying and selling actively managed funds. Since I can't persuade you otherwise, the least I can do is help you maximize the possibility of buying an actively managed fund with a higher expected return.

How to Make a Bigger Impact With Your Investments in 2014

Jorge Newbery | Posted 04.19.2014 | Money
Jorge Newbery

If you're looking to make a bigger social impact with your investments this year, you have many options. Here are five ideas to help you get started.

Are Stocks Too Expensive? Who Cares?

Neal Frankle | Posted 02.18.2014 | Business
Neal Frankle

Why does the government want to keep rates in the basement? They want to get business to unleash their stash of cash (currently over $1 trillion) and create more jobs. By many accounts, that action is working.

Dead Funds Walking... But Not Talking

Dan Solin | Posted 02.09.2014 | Business
Dan Solin

It's unfortunate that investors pay little heed to that admonition. That's exactly how the mutual fund industry likes it.

Maverick Financial Advisor is Warning Businesses About the Dangers of 401(k) Plans

Ilana Greene | Posted 01.23.2014 | Money
Ilana Greene

Unfortunately, the Department of Labor's version of transparency is to create a mountain of additional paperwork that nobody understands but the bureaucrats responsible for creating it.

Best and Worst Investing Advice During the Shutdown

Dan Solin | Posted 10.15.2013 | Business
Dan Solin

Especially in times of crises, those who succumb to Cramer's nonsense may find their retirement dreams seriously affected. For CNBC and Cramer, it's apparently of little concern, as long as those advertising revenues keep rolling in.

The Peril of Picking "Best" Mutual Funds

Dan Solin | Posted 12.01.2013 | Business
Dan Solin

Maybe the question you should ask your broker is not: "Can you pick an actively managed fund that will outperform the benchmark"? Instead, ask: "How confident are you that the actively managed fund you are recommending will survive the next five years?"

Active vs. Passive Investing: Which Is Right For You?

Manisha Thakor | Posted 11.11.2013 | Women
Manisha Thakor

Two cars are driving down a highway. A red sports car is darting between all three lanes, trying to find the fastest possible way to get ahead. A gray sedan is in the right lane, going the speed limit. Suddenly, a train horn sounds. The red car comes to a screeching halt next to the gray sedan.

Emerging Markets Sell-Off: What's Next?

Otaviano Canuto | Posted 10.28.2013 | World
Otaviano Canuto

The last weeks of summer have been marked by renewed pressure of capital outflows and exchange rate devaluations in several systemically relevant emerging markets. This is just the latest round of a global portfolio rebalancing that has been in motion since May 22.

Picking Mutual Funds: What Works and What Doesn't

Dan Solin | Posted 08.13.2013 | Business
Dan Solin

All of them are vying for your business. How should you go about selecting the ones that are right for you?

Crushing Fees: A Q&A with FutureAdvisor Co-Founder Bo Lu

Scott Porch | Posted 07.29.2013 | Business
Scott Porch

If you can get in on the ground floor of the next Google or Apple, your retirement years will be white sands and pina coladas. There are three problems with that - one obvious, one not so obvious, and one nearly invisible.

Will the Gecko Slay All Insurance Agents?

Don McNay | Posted 06.07.2013 | Business
Don McNay

After 30 years of affiliation with the insurance industry, I have a deep appreciation for insurance agents. I wonder how many will be left five years from now?

Reward Investors in Banks That Break Up

Brent Budowsky | Posted 05.07.2013 | Business
Brent Budowsky

I agree with George Will about as often as the Boston Red Sox agree with the New York Yankees, but as the law of broken clocks suggests, we must both be right at least twice a day.

For Hedge Funds, It's All in the Game

Howard Steven Friedman | Posted 02.21.2013 | Business
Howard Steven Friedman

There are few greater examples of the irrationality of investors than the world of hedge funds. In spite of the historically poor return on investment, money continues pouring into hedge funds.

Follow the Money: Is Your Mutual Fund Investing in Guns?

Judith Samuelson | Posted 02.18.2013 | Money
Judith Samuelson

When real investors pay attention to this question, as they have in the wake of the Newtown massacre of innocents at Sandy Hook Elementary, things can get pretty interesting.

The 7 Most Expensive Investing "Truisms" You Must Ignore

Neal Frankle | Posted 02.05.2013 | Money
Neal Frankle

Your ultimate goal is good performance with low risk at the end of the day. Some ETFs might be really inexpensive but who cares if the performance stinks or if they invest in very risky markets?

10 Investments Obama May Not Want You To Know About

The Huffington Post | Catherine New | Posted 10.18.2012 | Money

Among the many contentious exchanges in Tuesday's presidential debate was a barbed back-and-forth between Mitt Romney and President Barack Obama about...

$10 Billion in Hidden Costs: It's Time for Mutual Funds to Level the Playing Field

Miles Livingston | Posted 11.28.2012 | Business
Miles Livingston

Mutual fund investors who choose no-load funds with low management fees no doubt think they are getting the best possible deal. But even investors in "low cost" funds get hit with hidden costs that amount to more than $10 billion annually.

The Ethical Investor: Wall Street Ripoff #3 - Hiding Fees and Expenses

John R. Talbott | Posted 11.14.2012 | Money
John R. Talbott

In addition to the egregious stated fees, stockbrokers, mutual funds and financial advisors on Wall Street have many methods to hide additional fees and charges from you.

The Big Lie Is a Cruel Hoax

Dan Solin | Posted 11.04.2012 | Business
Dan Solin

The perpetuation of the myth that you can pick outperforming actively managed funds through "research" is a cruel hoax. It makes ordinary investors feel inadequate when their efforts fail.