Mutual Funds vs. ETFs | Understand The Difference
When it comes to mutual funds vs. ETFs, which type of investment is best for you? Learn their most important similarities and differences.
Floating Rate Funds | What They Are And How They Work
Floating rate funds are fixed-income investments that may offer better returns than traditional fixed-income funds, but are also higher-risk.
Will Equal Weighted Index Funds Outperform Their Benchmark Indexes?
In large cap and mid cap indexes, equal weighted index funds outperform their underlying benchmark indexes, and probably should be in your portfolio.
The Trouble With Target Date Funds And How To Use Them Effectively
There are several risks that investors in Target Date Funds should be aware of when investing, and our tips for using them in your portfolio.
Closed-End Funds: The Ins and Outs
Hidden in the small cap corners of the investment universe are hundreds of closed-end funds overlooked by Wall Street. These funds do it all, from private equity-style investments in small companies to leveraged junk bond investments you can’t find anywhere else. Let’s look at the closed-end fund category and explore why investors might choose to […]
How to Research and Find the Best Mutual Funds to Buy!
If you’re like the majority of the population, you hardly even know what a mutual fund is let alone know how to find a good one. If you have your 401(k) set up through your employer, then you most likely have a very small selection of funds to choose from. If this is the case […]
Why Should You Invest in the Overall Market Instead of Individual Stocks?
First off, you may ask, “How do I invest in the overall market?” The best way to do that is to invest in index ETF’s such as the SPDR S&P 500 ETF, which is a “stock” that you can invest in that tracks the gains of the S&P 500. So that means if the overall […]
The Mutual Fund Problem: S&P Issues Warning, Yet Investors Flock To Buy U.S. Debt?
Yesterday, for the first time ever, Standard & Poor’s lowered its long-term outlook for the U.S. Government’s fiscal health from “stable” to “negative”, and warned of serious consequences if lawmakers fail to reach a deal to control the massive deficit the country has racked up over the past decade. The warning, which lasts for two […]