One of the most important financial decisions you are ever going to make is how to invest your 401(k). Here is how can you find the best mutual funds from your plan's options. ... Read More
With a trade war looming, let's make sure we have our money in the hands of the best mutual funde managers. ... Read More
Three of the four mutual fund managers I recommended beat the S&P 500 in June. Only the Oppenheimer Global Opportunities fund lost money. What happened and what should we do? ... Read More
If you can live with a long-run return that approximates the long-run growth of the economy (about 3%) plus inflation (about 2%), an S&P 500 index fund may be just what you need. ... Read More
Today, index funds are recommended for everybody. But index funds were created to meet the needs of pension funds that few individual investors share. Here's why indexing makes sense for pension funds, but maybe not for you. ... Read More
Star mutual fund managers you can still invest with. ... Read More
Step aside Peter Lynch, here are the best active managers running mutual funds. ... Read More
Ever wonder why Berkshire Hathaway is a corporation rather than a mutual fund? Here are three are good reasons why Warren Buffett prefers to pay the corporate tax rather than become a mutual fund. ... Read More
A lot of people invest in bond funds when stocks are volatile in order to preserve capital and reduce risk. It's not working this time. As of today, 73% of Morningstar's taxable bond funds and 90% of municipal bond funds have lost money so far this year. Here's why. ... Read More
I've heard from a number of readers who invested with Warren Buffett in the mid-90s, but fired him too soon. Here's why so many people made the same mistake, and the lessons we can learn from them. ... Read More
Many advisors recommend index funds over mutual funds. That's why it might surprise you to learn that 54% of mutual funds where the manager's tenure was at least five years beat the S&P 500 for the last five years, after all fund expenses. Here's what to make of this. ... Read More
Why anyone would want someone with less than 3 years of track record to manage their money is beyond me. But it seems to happen a lot. ... Read More
In 2010, Morningstar named Bruce Berkowitz the Manager of the Decade. Berkowitz, a value manager, was widely considered to be the next Warren Buffett. Yet, if you had invested in Fairholme when it was in the limelight, you would have done poorly over the long term. Here's what happened. ... Read More
At the end of the first quarter, Morningstar's premium fund screener says almost 60% of U.S. equity funds have lost money. If you are considering leaving one of these funds, here are 3 questions to ask about the fund manager before making a decision. ... Read More
Most investment advice is designed to preserve wealth not create it. If you are not already rich, traditional investment advice won't work for you. ... Read More
In April, BlackRock replaced the managers of 3 Large Cap funds. The new managers are off to a rocky start as all three funds have underperformed the S&P 500 since the change. It is time to consider alternatives. ... Read More
Through the end of July, the iShares Technology ETF (IYW) is up almost 22%, well ahead of broader market benchmarks. If you are thinking of investing in tech stocks after a rally like that, here's what you need to know. ... Read More
Biotech stocks have taken off since President Trump took office. Through the end of July, the iShares Biotech ETF is up almost 19%, well ahead of broader market benchmarks. If you are thinking of investing in biotech stocks after this rally, here's what you need to know. ... Read More
Marketocracy’s freshly updated rankings show 10 managers whose model funds did better than the top mutual fund for the past decade. Clients have been able to invest in 3 of them for the past 3 years. Here is how they are doing with real money. ... Read More
The Mutual Fund Observer reports that 40 mutual funds changed their management teams in April. Mutual fund companies largely expect shareholders to accept these changes without asking questions, and most of the time that is exactly what happens, but should it be? ... Read More
Funds run by Wells Fargo, Transamerica, and Templeton are among 40 that changed managers last month. What should you do when your mutual fund notifies you they will be changing managers and perhaps even changing strategy? ... Read More
Standard & Poor's says 82% of managers lagged their benchmarks over 15 years. But, one cannot judge a manager’s returns without taking into consideration the risks that were taken. A manager who delivers 95% of the market’s return with only 80% exposure to the market has done a great job. ... Read More
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