...  us we’re not fans of most mutual funds and this is a first in the four-year history of the bracket. We are not going to focus on many specific match-ups but rather touch on a few major themes that ar ...

... posted impressive results for several years and didn’t use the industry standard ‘buy and hold’ type of approach.  They used primarily ETF’s (Exchange Traded Funds) and claim to invest in over 40 different ...

... Revenue Service) will mail out Form 1099-DIV. 2013 will bring mutual fund investors capital gains distributions ranging from 6% to 60%. It’s no secret that we’re not fans of most mutual funds and capital ...

    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 ...

...  end of it all a positive impact will be made in many peoples lives from the funds and awareness that you help us raise. With your help and support, whether it be financial or via good old fashioned wor ...

...  and raise funds for the specific charity of their choice. Convincing one person to do an Ironman from scratch is hard; rounding up 10 is like “selling sand in the desert”. One of the first ‘victims ...

... $8,000 in fees go?  Those funds go directly to the either the advisor or his/her company.  How does this possibly make sense!?  Separating advisors by the fees they charge is a valid point to take into ...

... ETFs (Exchange Traded Funds). The leading stinker of the bunch was Emerging Markets ETF’s with over $4.4 billion in outflows! Is the herd usually right or do they typically make emotional knee jerk reactions? ...

... invest their own personal wealth into index and ETF funds instead of the very products they sell the average investor! (5) Time Horizon – Know what your time horizon is and focus specifically on that ...

... to see it back over $30 in the next 12 to 18 months. If stock picking isn’t your cup of tea and you simply want exposure to water investments, consider a number of Exchange Traded Funds (ETF’s). PowerShares ...

... g off a car loan (or any loan for that matter) keep writing the check but put those funds into one of your newly created “savings buckets” we touched on in point #2! If you’ve learned, implemented,  ...

...  The challenge of a market that has been running so strong on relatively mundane economic news is that it tempts investors to “chase the heat”. Many hedge funds are in a pickle this year as well since ...

... it’s actually ranked towards the very bottom of funds in its category (96 out of 100). As of 6/4/13 PRPFX has had the following performance: Past month:    -2.14% 3 months:        -2.81% YTD:   ...

... d of the day.  Take the time to realize what type of investor you are and how much risk you need to take in order to reach your goals. ▪   Don’t Try To Time The Market: Actively managed mutual funds have under ...

... things continue to trend this way? Let’s move this natural gas discussion to what matters most in this post and that is how to play its potential as an investor. We typically love Exchange Traded Funds (ETF’s) ...

... fering age-based options automatically reallocate to have the funds in historically more secure and less volatile portfolio mixes. Automatic contribution amounts can be set up making it a worry free and discipl ...

... question that the troubles in Europe are nowhere near put to bed but there is some value and upside to be had. We are starting to see a shift here. While investing in foreign funds and companies presents ...

... decades through December, the average return of all investors in U.S. stock mutual funds was an annualized 4.25% vs. 8.2% for the S&P 500. That translates into a difference of $25,467 for an investment ...

... " mutual funds available in most plans.   (4) Trying to "time the market" only to learn that rarely ever works with any consistent success. (5) Selecting mutual funds that have had the highest past performan ...

Last fall legislation was passed requiring 401(k) providers to completely disclose their entire fee structure to consumers. Investors will now be able to see what fees are associated with the various funds ...