One of the fundamentals of investing that is often overlooked is rebalancing.

Rebalancing a...

Mutual funds are one of the most common investment vehicles available to the public today, with...

Mutual funds are a great way for the typical person to invest because they offer diversification...

It wasn’t so long ago that the idea of adding more than just stocks and bonds to an...

It wasn’t so long ago that the idea of adding more than just stocks and bonds to an...

Investment companies come in many different flavors in order to appeal to any investor no matter...

Mutual funds and annuities are very common investment vehicles that the average person might...

Mutual funds and Unit Investment Trusts are both investment vehicles that allow investors to own...

Retirement planning is probably the longest-running action plan you’ll ever have in your...

The core-satellite investing strategy involves splitting a portfolio into two parts.

The “core”...

In a world where analysts and advisors are espousing any number of ideas to help build the ‘right...

Money market funds are popular cash management vehicles as they seek to maintain a stable net...

Donor-advised funds (DAFs) are investment vehicles administered by charities that can invest in...

Donor-advised funds (DAF) are investment vehicles administered by charities. Similar to a mutual...

On October 13, 2016, the Securities and Exchange Commission (SEC) announced a new set of rules to...

2017 might be remembered as the year in which you could make money by investing in almost...

The Department of Labor’s fiduciary rule has been great for investors looking to operate on a...

Regardless of what your specific investment goals are, there are several easily identifiable...

For many investors, the financial markets and managing a portfolio of investments are far from...

If you think commission is the only price you pay for buying or selling stocks and other...

The markets will always go up and down and investors can never know for sure what type of return...

Index funds have been around for decades, but it’s only in the past several years that investing...

As billions of dollars continue to pour into passively managed index mutual funds, active...

One of the downsides of the fund industry boom is that it has produced some offerings that are...

When British Prime Minister Theresa May called for a snap election back in April, her...

One of President Donald Trump’s campaign promises was to commit up to $1 trillion toward...

British citizens will be going to the polls on June 8 in a surprise snap election that could...

Many investors assume that changes in a mutual fund’s net asset value (NAV) correlate directly to...

For decades, investors in money market mutual funds have assumed that their shares will always be...

Fund providers continue to establish policies designed to protect their shareholders from...

Most investors understand that a mutual fund’s net asset value (NAV) reflects the total value of...

Momentum is the tendency for assets that have performed well (poorly) in the recent past to...

Javier Vidal-García, author of the June 2016 paper Short-Term Performance and Mutual Fund Size,...

What most people fail to comprehend is that in many forms of competition — such as chess, poker,...

An increasingly popular method of investing has been socially responsible investing (SRI), an...

An overwhelming body of evidence demonstrates that the majority of investors who engage in the...

While the level of a company’s stock price is arbitrary, because it can be manipulated by firms...

Understanding how to analyze a financial product is an essential skill that investors need to...

Last week, we examined a study that found investors’ risk tolerance fluctuates positively with...

The recency effect—that the most recent observations have the largest impact on an individual’s...

Federal laws and regulations that are enacted can last decades, but they tend to change after a...

Most investors know that diversification helps increase risk-adjusted returns, but...

The investment community is a dynamic environment, with new products arising constantly to meet...

Mutual funds are attractive investments because they offer a lot of diversification in an...

Investors have more than 8,000 different mutual funds to choose from in the U.S. alone, according...

Everyone loves ETFs: Business magazines, news channels, analysts and finance websites—no one can...

Small-caps are stocks with market capitalizations of generally $2 billion or less. Market...

If you have a retirement account such as a 401K or IRA, you’re probably already at least...

The mutual fund industry is a highly competitive space, with thousands of possibilities available...

Chasing alpha means following fund managers with the greatest success records. Most investors are...

Mutual funds give investors access to some of the brightest minds in finance. There are three...

Initial public offerings (“IPOs”) have long captured the public’s imagination, as popular...

Asset allocation is a critical component to the success of any investment plan, whether it’s...

A systematic investment plan (SIP) is a simplified way to invest in mutual funds. A predetermined...

Paying fees on your investments is a given. Here’s how to spot them and what to do about them.

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There are many different types of systematic savings plans for mutual funds, but dollar-cost...

One of the many common debates in the mutual fund industry pits the advocates of a buy and hold...

Mutual funds can be vulnerable to many types of risks. The type and amount will vary according to...

On the surface, investing in a mutual fund seems pretty straightforward. However, even buying the...

The majority of investors in mutual funds will underperform the market time and time again, and...

Dividend reinvestment plans, or DRIPs, are one of the easiest ways to cut investing expenses and...

For investors, buying and selling shares of mutual funds isn’t just as simple as clicking a few...

Mutual funds have grown in popularity over the past several decades for many reasons. They are...

Since their creation, mutual funds have helped investors—both retail and...

Mutual funds as an investment offer a variety of benefits. They allow individual investors access...

For investors looking to add mutual funds to their portfolio, making the decision on what fund to...

[Updated on August 29, 2017 by David Dierking] The $17 trillion mutual fund industry remains one...

There are many technical characteristics that reflect how a mutual fund is operated and its...

Mutual funds have been very popular to invest in for the past few decades. Exchange traded funds,...

When looking at mutual funds, there are many different types to choose from. It is important to...

Mutual funds provide investors with an easy way to participate in the financial markets. While...

For most investors, the idea of buying a mutual fund is easy. After you choose a fund and...

Earnings season is by far one of the busiest times of the year on Wall Street, as companies...

For investors, one of the key selling points of mutual funds is that someone manages the...