... and considered to be the nation’s most prominent bond investor. Until last year he was responsible for managing the largest mutual fund in the world – the PIMCO Total Return Bond Fund (PTTRX). That title ...

  We’ve certainly not held back with our opinion in the past when it comes to mutual funds. While they certainly can warrant a spot in many portfolios, they need to be reviewed and compared carefully ...

    With one of the strongest stock market years on record many mutual fund investors will end the holiday season by unwrapping a lump of coal. In January most mutual fund companies and the IRS (Internal ...

    As most of our readers and clients know we rarely use mutual funds but in some cases a strong case can be made for certain ones. My Portfolio Guide, LLC was granted an interview with the management ...

... plays great defense in bear markets and scores well offensively in bull markets? According to several investors we sat with during 2008 and 2009 the Permanent Portfolio Fund (PRPFX) seemed like everything ...

... quarter mutual funds set records for the amount of money invested in them as some investors are ‘chasing the markets’. The sad truth is that while investors watch the market continue this upward trend, ...

... companies that are growing and theoretically undervalued. Fundamental and Technical Analysis My Portfolio Guide primarily selects companies to invest in based on their fundamentals (business model, ...

... Martin as Wisconsin…In other words, the overwhelming favorite gets knocked out by a fundamentally sound company that in our opinion will continue to outperform the broad market in good years and bad. Along ...

... from emotionally scared and performance chasing investors poured into his funds. It’s hard to blame the average investor for not doing so but at least you can learn from this before the next shiny object ...

... the name of your trust or designating the trust as a beneficiary. This process is called “funding” the trust. Perhaps one of biggest differences between a will and a trust is that a will does not avoid ...

... and business threats. The best way to position your portfolio with this changing environment is by using an ETF (Exchange Traded Fund) that focuses on Cyber-security. There are several available but ...

...  pessimistic levels of recent history, yet the underlying economics and pure fundamentals of the stock market actually counter such negative and extreme doom & gloom sentiment. If you’ve read anythin ...

... it doesn’t mean we are entering a recession. Economic growth, albeit slow is still positive. We’re actually seeing fairly solid fundamentals; none of which smell of an impending recession. It’s without ...

... into 2016. Thus far the ETF (exchange traded fund) we use for developed international (VEU) has out performed the S&P 500 (IVV) by over 400 basis points year-to-date (+6.16% vs +2.14%). The dollar will ...

... er when compared to the market? Identifying what your benchmark should be is something investors often struggle with. Make sure you are truly comparing apples to apples! Sorry Mutual Fund: You’re Fired! (cl ...

... products and loaded mutual funds, but today we will look at a product that is making a come back after declining in popularity over the last few years….Unit Investment Trusts or UITs. The name itself ...

... company in your long-term basement and wait patiently as they now have new management with an eye on what counts; improving fundamentals and operational efficiencies. It will likely take time but if a ...

... interest rates and the other would have the principal value of the bond or fund. As rates go down the principal would go up and if rates go up the principal would decline. Fairly straightforward…isn’t ...

... foreign capital inflows. This match between an individual stock and an exchange-traded fund is one that investors often struggle with. Do you take the volatility (both upside and downside) with an individual ...

... and the account has been funded the firms automated investment process quickly takes over. Each firm has a different twist with how the investments are managed but one thing that is consistent is that ...