Mutual Funds

ETF vs. Mutual Fund

November 20th, 2014

When approaching investing your savings the options available to you can be pretty overwhelming, especially with some investment products appearing to be the same. Exchange Traded Funds (ETF) and Mutual Funds are very similar investment products, but with some key differences that can have an impact on your taxes and your ability to buy and … READ MORE

How to Invest in Mutual Funds

November 8th, 2013

Mutual funds can be an easy addition to your portfolio that takes some of the work out of your hands as the managers of the funds handle the actual stock purchasing for you. These large investment vehicles (often worth hundreds of millions of dollars) are easy to get started in as many will allow you … READ MORE

Consider Taxes When Picking Mutual Funds

March 8th, 2013

Prior to the 1990’s, most investors avoided mutual funds. But, with the stock crash of 1987 and a more volatile investing climate, investors sought refuge in mutual funds. Mutual funds are now found in almost 90% of all portfolios and they remain a popular and effective investment tool. A mutual fund is really a company. … READ MORE

How to Choose the Best Mutual Funds for Your Portfolio

January 25th, 2013

Here are six very important items that you must consider while choosing mutual funds to make sure that you make a prudent and cost effective selection.

Mutual Funds v. 401(k) for Retirement

January 25th, 2013

This article explains the differences between mutual funds and 401ks and how to determine what the best choice for your retirement plan is.

Risks and Benefits of Adding Mutual Funds to Your Portfolio

January 25th, 2013

Find out about the benefits mutual funds can add to your portfolio, and how you should monitor performance to make sure they continue to be a wise investment.

The Advantages of Mutual Funds

January 25th, 2013

Mutual funds can make up an important part of a portfolio. Make sure you're aware of the advantages and disadvantages they offer by learning about the basics.

Disadvantages of Mutual Funds

January 25th, 2013

Thinking about investing in mutual funds? You might want to find out about the various disadvantages associated with this kind of investment

Nine Basic Concepts Associated with Mutual Fund Investing

January 25th, 2013

Learn the basic concepts associated with mutual funds so you can make a sound investment decision.

6 Mutual Fund Fees and Expenses You Should Know About

January 25th, 2013

Find out about the various fees you can expect to pay if you choose to invest in mutual funds.

10 Different Types of Stock Mutual Funds

January 25th, 2013

Learn about the various types of stock mutual funds, so you can determine which ones are right for you.

What are Bond Mutual Funds and Different Types of Bond Funds

January 25th, 2013

Looking for a conservative investment? Learn about the different types of bond mutual funds, and the benefits they offer.

Less Popular Types of Mutual Funds – Part 1

January 25th, 2013

Are you aware of all the kinds of mutual funds you could be investing in? Learn about the alternatives to stock and bond mutual funds.

Less Common Types of Mutual Funds – Part 2

January 25th, 2013

Find out about various types of mutual funds, including fund supermarkets, funds of funds, contrarian funds, and lifecycle funds.

Prospectuses, Annual Reports, and Other Documents

January 25th, 2013

Before investing in a mutual fund, find out about the various documents every mutual fund is required to publish that can help guide your investment decisions.

What’s the Difference Between Load and No Load Funds?

November 13th, 2012

Investing is a wonderful way to grow your money, but the terminology with it can scare some people. Just by taking 5 minutes, you can learn some useful information on mutual funds. It can go a long way on your retirement investing decisions. Today I’m going to look into load and no-load mutual funds. What … READ MORE

Hedging Your Risk With S&P 500 Futures Contracts

October 17th, 2012

Retail investors can use futures contracts on the S&P 500 Index to hedge the risk of their portfolios, just as institutional investors do. In fact, an S&P 500 futures contract was created specifically with retail investors in mind — the S&P 500 e-mini contract. Introduced in 1997, the e-mini contract is valued at $50 times … READ MORE

9 Disadvantages of Investing in Mutual Funds

October 10th, 2012

There are certainly some benefits to mutual fund investing, but you should also be aware of the drawbacks associated with mutual funds. No Insurance: Mutual funds, although regulated by the government, are not insured against losses. The Federal Deposit Insurance Corporation (FDIC) only insures against certain losses at banks, credit unions, and savings and loans, … READ MORE