Updated Articles and Resources
- 2009 Cap Gain Distribution Estimates - Resources for Cap Gain Distri…Created: 2009-11-21 @ 12:21:17 EST Updated: 2009-11-21 @ 12:24:58 EST
A fact of life is that if you make money, you pay taxes. Unfortunately, with mutual funds, you may not make money at all and still be forced to pay taxes on cap gain distributions. Learn more about… - Capital Gain Distributions - What Are Capital Gain Distributions…Created: 2009-11-17 @ 22:33:28 EST
To help shareholders prepare for capital gain distributions, mutual fund companies generally post capital gain distribution estimates beginning in October. These capital gain distribution estimates… - Build a PortfolioCreated: 2009-11-08 @ 14:08:27 EST
Building a portfolio of mutual funds takes diligence, knowledge and time. The resources below will help take some of the mystery out of the process… - The Answer to 'What Are Absolute Return Mutual Funds?' Depends on Wh…Created: 2009-11-08 @ 14:05:55 EST
What is an absolute return mutual fund? As it turns out, the answer to that question isn’t crystal clear. Each company that manages an absolute return mutual fund has a different definiti… - Short-Term Capital Gains Distributions - What Are Short-Term Capital…Created: 2009-11-07 @ 21:19:58 EST
While most people are painfully aware of short-term capital gains, short-term capital gains distributions are often a misunderstood -- and always a dreaded -- aspect of mutual fund investing. Finan… - ETFs vs. Mutual Funds - Understand ETFs vs. Mutual Funds…Created: 2009-11-04 @ 20:02:51 EST
Plenty of articles, white papers and studies have been written about the ETFs versus mutual funds debate. But do any of these pieces actually help investors determine if they should be buying ETFs… - Depreciating US Dollar - Gaining from a Depreciating US Dollar…Created: 2009-10-31 @ 17:37:51 EDT
For those mutual fund investors who believe that the US dollar will lose ground against other currencies, how can you obtain an advantage? There is certainly more than one answer to this question. … - The Falling Dollar -- How to Profit from the Falling Dollar…Created: 2009-10-31 @ 17:37:29 EDT
Budget deficits, interest rate differentials, and diversification of foreign currency reserves are several of the buzzwords and phrases associated with the volatility of the greenback. Do you think… - Mutual Funds vs. Exchange-Traded Funds - Understand Mutual Funds vs.…Created: 2009-10-16 @ 13:36:28 EDT
A “Google search” for mutual funds vs. exchange-traded funds will lead you to plenty of sites outlining the pros and cons of mutual funds vs. exchange traded funds. If you&#… - Finding the Right Mutual Fund AdvisorCreated: 2009-10-12 @ 15:23:30 EDT Updated: 2009-10-12 @ 15:44:22 EDT
Before choosing your mutual fund advisor, it’s important that you understand the various advisors’ philosophies. These philosophies include investment viewpoints, client service… - Mutual Funds BasicsCreated: 2009-10-03 @ 20:29:28 EDT
What is a mutual fund? How do mutual funds compare to closed-end funds, exchange-traded funds and other investments? An understanding of the structure, fees and types of mutual funds will help you … - Research Mutual Funds - Sites to Research Mutual FundsCreated: 2009-09-27 @ 21:04:07 EDT
Whether you use an advisor or you do it yourself, you might enjoy a few sites to help you research mutual funds. The first place to research mutual funds is the sites of the broker and/or mutual fu… - B Shares - Should You Buy B Shares?Created: 2009-09-16 @ 22:11:09 EDT Updated: 2009-09-16 @ 22:36:49 EDT
You may hear that mutual fund B shares are a good buy -- generally from transaction-oriented, commission-based advisors/brokers. But more and more mutual fund companies are saying “goodbye… - Top Performing Funds - Should You Buy Top Performing Funds?Created: 2009-09-07 @ 08:46:19 EDT
Each and every year, generally in the first quarter of the year, top performing funds receive accolades from various media outlets. It’s hard to miss these rave reviews of top performing funds… - Pitfalls of Mutual Funds - What Are the Pitfalls of Mutual Funds?Created: 2009-09-06 @ 19:08:50 EDT
Whether you have made a thoughtful decision to invest in mutual funds or you are all but forced to invest in mutual funds (401k, 403b, or other retirement plans), you are bound to read about, hear … - Structure of Mutual Funds -- What Is the Structure of Mutual FundsCreated: 2009-08-23 @ 20:57:06 EDT
Technically, mutual funds are “open-end” funds -- one of four types of investment companies. Closed-end funds, exchange-traded funds and unit investment trusts are the three other types. … - UITs - What are UITsCreated: 2009-08-23 @ 20:51:13 EDT Updated: 2009-08-23 @ 21:00:44 EDT
Unit investment trusts (UITs) may be the least understood, and certainly least utilized, of all of the US registered investment companies. What's the problem with UITs? Before answering the questio… - Buy a Mutual Fund - 10 Reasons to Buy a Mutual FundCreated: 2009-08-03 @ 20:26:28 EDT
There are many reasons to buy a mutual fund. While there are a plethora of investment options (individual stocks, ETFs and close-end funds, to name a few) if you buy a mutual fund, then you a simpl… - Professional Money Management -- What Is Professional Money Manageme…Created: 2009-07-25 @ 23:28:13 EDT
Many investors don’t have the resources or the time to buy individual securities such as stocks and bonds. In order to profit from investing in individual securities, an investor not only need… - Variety of Mutual Funds - There Is a Variety of Mutual FundsCreated: 2009-07-24 @ 22:56:26 EDT
There are many types and styles of mutual funds. There are stock funds, bond funds, money market funds and balanced funds. Mutual funds allow you to invest in the market whether you believe in acti… - How to Invest - How to Invest in Your 401(k)Created: 2009-07-24 @ 21:18:11 EDT
There are many issues surrounding how to invest your assets. Typical considerations are how to invest in stocks, how to invest in bonds, how to invest in mutual funds and the “how to invest… - Regulations of Mutual Funds - What Are the Regulations of Mutual Fun…Created: 2009-07-24 @ 21:04:16 EDT Updated: 2009-07-24 @ 21:17:31 EDT
Regulation of mutual funds, compared to other pooled investment options is extensive. Mutual funds must comply with a strict set of rules that are monitored by the Securities and Exchange Commissio… - How to Invest in a 401(k)Created: 2009-07-19 @ 20:27:31 EDT Updated: 2009-07-19 @ 20:32:20 EDT
There are many issues surrounding how to invest your assets. Typical considerations are how to invest in stocks, how to invest in bonds, how to invest in mutual funds and the “how to inve… - Must Reads: Essential Articles and Resources about MutualfundsUpdated: 2009-10-31 @ 12:02:08 EDT
- Mutual Fund Advisor - Choosing a Mutual Fund Advisor…Updated: 2009-10-12 @ 15:48:17 EDT
If you have decided that you prefer to spend your time on other things than sifting through thousands of mutual funds, then it’s time to look for a mutual fund advisor. There are many thi… - Target-Date Funds - What Are Target-Date Funds?Updated: 2009-10-01 @ 20:43:44 EDT
Target-date funds are often thought of as “set it and forget it” funds. For example if you plan to retire in 20 years, you might buy a target-date fund that matches your time-frame -- a t… - Buy Stocks - Buy Stocks of Individual Companies or Buy Stock via Mut…Updated: 2009-09-13 @ 11:14:41 EDT
Answering the question of whether to buy stocks of individual companies or buy stocks via mutual funds, takes an exploration of your objectives and your willingness to take risk. If you understand … - Index Funds vs. Actively-Managed FundsUpdated: 2009-08-23 @ 22:31:12 EDT
The evidence shows that there are good active managers, but finding such managers in advance of their outperformance is difficult. According to Vanguard, for the 10 years leading up to 2007, the ma…