Educate Yourself About Mutual Funds
Topics to make you a better mutual fund investor.
Fund FAQs: What is a Mutual Fund
Answers the common FAQ as to what a mutual fund is.
Answers the common FAQ as to what a mutual fund is.
Morningstar Style Box
Learn about the Morningstar Style Box to determine what category a mutual fund falls in.
Learn about the Morningstar Style Box to determine what category a mutual fund falls in.
Fund Manager - What to Look for in a Mutual Fund Manager
Learn what you should look for in a mutual fund manager.
Learn what you should look for in a mutual fund manager.
When to Sell a Mutual Fund
The media has no trouble telling you what funds to buy and when, but finding advice on when to cut a fund loose is much harder to come by. Read this article before you sell your mutual fund!
The media has no trouble telling you what funds to buy and when, but finding advice on when to cut a fund loose is much harder to come by. Read this article before you sell your mutual fund!
The Mutual Fund Advantage
It seems strange to compare mutual funds to stocks since mutual funds are primarily composed of stocks, but it is important to distinguish the two because there are some notable advantages to using mutual funds.
It seems strange to compare mutual funds to stocks since mutual funds are primarily composed of stocks, but it is important to distinguish the two because there are some notable advantages to using mutual funds.
Quick Guide to Morningstar's Style Box
If you haven't discovered style boxes yet, you are in for a pleasant surprise. Morningstar created the style box to help investors with their asset allocation strategies.
If you haven't discovered style boxes yet, you are in for a pleasant surprise. Morningstar created the style box to help investors with their asset allocation strategies.
Mutual Funds 101 Email Course
This is the best way to start learning about mutual funds. Sign up for my free 10 day email course to learn the basics of mutual fund investing.
This is the best way to start learning about mutual funds. Sign up for my free 10 day email course to learn the basics of mutual fund investing.
Understanding Exchangte Traded Funds
Exchange traded funds are not technically mutual funds, but they offer some of the same advantages, but trade more like a stock.
Exchange traded funds are not technically mutual funds, but they offer some of the same advantages, but trade more like a stock.
Investment Paperwork to Keep
If there is one industry that keeps the paper mills in business, it is the financial industry. Due to regulations, investment companies are required to send you massive amounts of paperwork, but investors don't know which papers they are required to keep.
If there is one industry that keeps the paper mills in business, it is the financial industry. Due to regulations, investment companies are required to send you massive amounts of paperwork, but investors don't know which papers they are required to keep.
Mutual Funds for Down Markets
When the market heads down, investors find themselves looking for ways to ease the suffering. Let me show you which funds can help and which funds actually thrive in a declining market.
When the market heads down, investors find themselves looking for ways to ease the suffering. Let me show you which funds can help and which funds actually thrive in a declining market.
Test Your Mutual Fund Knowledge
Play the "Mutual Fund" version of "Who Wants to Be a Millionaire" and see how much you really know. You might even learn a thing or two!
Play the "Mutual Fund" version of "Who Wants to Be a Millionaire" and see how much you really know. You might even learn a thing or two!
Hedge Funds
When the stock market is doing poorly, talk of using hedge funds tends to increase. Although hedge funds are not mutual funds, people often mistake them as such.
When the stock market is doing poorly, talk of using hedge funds tends to increase. Although hedge funds are not mutual funds, people often mistake them as such.