Mutual Funds
The Latest
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June 11, 2013
A mutual fund holds a set of securities such as stocks, bonds, commodities, real estate and/or cash instruments that is funded by the pooled investment of many purchasers. There are a number of advantages and disadvantages.
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June 10, 2013
From my experience, the answer is no. I’ve never been contacted by anyone asking about investing in LGBT-friendly companies.
However, almost all of my gay and lesbian friends own stock in Disney! There’s something about Disney that attracts...
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June 4, 2013
In case you didn’t notice, the U.S. stock market has been skyrocketing. The Dow Jones Industrial average is hitting all-time highs. This year alone, the S&P 500 has already returned 16 percent.
If you have been sitting in the sidelines...
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April 24, 2013
You can absolutely invest in companies outside the U.S. The easiest way to do this is through a mutual fund that invests internationally. Unless you have...
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April 22, 2013
It depends a lot on your risk tolerance and risk objectives. It can also depend on your level of investment education. Ultimately, it...
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April 10, 2013
My first job after college was working for a mutual fund company. Unfortunately, I was answering questions with a science and psychology degree.
Now, as an experienced financial planner knowledgeable about the pros and cons of mutuals, I...
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March 27, 2013
When I first started getting my finances in order, I felt like I was being pulled in a million...
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March 12, 2013
Attention, investors, especially younger investors. Current government policy — tight spending combined with low interest rates — has been driving the stock market up.
That positive policy is going to last for a while.
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March 7, 2013
A mutual fund is a wide variety of securities all in one investment. You select the type of mutual fund you want based on a specific goal you may have or how long you plan to invest your money.
I love to explain mutual funds by using a...
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February 28, 2013
NEW YORK (MainStreet) — In normal times, a fixed-income investor would be well served by a sizable allocation to...









