Evaluating the Top 5 Winners and Laggards of 2017
Let’s take a look back at some of the best and worst performers of 2017.
Mutual Fund Education
In this section, you will find timeless educational articles that have been written to help financial advisors and individual investors learn more about investing in mutual funds. We look at mutual fund basics, how to choose the right mutual funds, expenses, tax implications, investing strategies, and everything else you need to know when getting involved in these investment vehicles.
Click on any of the articles below to read more, and if you require more information, please contact us to let us know what we're missing.
Evaluating the Top 5 Winners and Laggards of 2017
Let’s take a look back at some of the best and worst performers of 2017.
Introduction to "Clean Shares" in the Mutual Fund Space
The Department of Labor’s fiduciary rule has been great for investors looking to operate on a more level playing field.
Introduction to "Clean Shares" in the Mutual Fund Space
The Department of Labor’s fiduciary rule has been great for investors looking to operate on a more level playing field.
Evaluating the Most Important Criteria for Selecting an Appropriate Mutual Fund
Regardless of what your specific investment goals are, there are several easily identifiable characteristics that are the hallmarks of most good mutual funds.
Evaluating the Most Important Criteria for Selecting an Appropriate Mutual Fund
Regardless of what your specific investment goals are, there are several easily identifiable characteristics that are the hallmarks of most good mutual funds.
Impact of Investment Advice on Portfolio Returns
For many investors, the financial markets and managing a portfolio of investments are far from intuitive.
Impact of Investment Advice on Portfolio Returns
For many investors, the financial markets and managing a portfolio of investments are far from intuitive.
Implications of Liquidity Risks in Mutual Funds
If you think commission is the only price you pay for buying or selling stocks and other securities, then you might not have the complete picture.
Implications of Liquidity Risks in Mutual Funds
If you think commission is the only price you pay for buying or selling stocks and other securities, then you might not have the complete picture.
Understanding the Trend in Mutual Fund Expenses
One thing investors can control is how much they pay for managing their money.
Understanding the Trend in Mutual Fund Expenses
One thing investors can control is how much they pay for managing their money.
Top 5 Reasons for Retail Investors to Invest in Passive Funds
Here are the five biggest reasons why investors should take a look at passive funds.
Top 5 Reasons for Retail Investors to Invest in Passive Funds
Here are the five biggest reasons why investors should take a look at passive funds.
Introduction to Hedge Fund Strategies in Mutual Fund Investing
As billions of dollars continue to pour into passively managed index mutual funds, active managers are looking for fresh and unique products
Introduction to Hedge Fund Strategies in Mutual Fund Investing
As billions of dollars continue to pour into passively managed index mutual funds, active managers are looking for fresh and unique products
How Short Selling and Leverage Impact Your Mutual Fund Returns
One of the downsides of the fund industry boom is that it has produced some offerings that are risky, expensive and, often times, misunderstood.
How Short Selling and Leverage Impact Your Mutual Fund Returns
One of the downsides of the fund industry boom is that it has produced some offerings that are risky, expensive and, often times, misunderstood.
Implications of the UK Election on Your Portfolio
Market participants are looking to readjust their holdings to reflect likely scenarios stemming from Brexit negotiations.
Implications of the UK Election on Your Portfolio
Market participants are looking to readjust their holdings to reflect likely scenarios stemming from Brexit negotiations.
A Long-Term Perspective on Infrastructure Funds
One of President Donald Trump’s campaign promises was to commit up to $1 trillion toward rebuilding the nation’s infrastructure.
A Long-Term Perspective on Infrastructure Funds
One of President Donald Trump’s campaign promises was to commit up to $1 trillion toward rebuilding the nation’s infrastructure.
How to Capitalize on Rising Populism in the UK
British citizens will be going to the polls on June 8 in a surprise snap election that could shape the way the nation’s exit from the European Union plays out.
How to Capitalize on Rising Populism in the UK
British citizens will be going to the polls on June 8 in a surprise snap election that could shape the way the nation’s exit from the European Union plays out.
Differentiating Between a Fund’s NAV and Total Return
Many investors assume that changes in a mutual fund’s net asset value (NAV) correlate directly to the total return of the fund. That’s not necessarily true.
Differentiating Between a Fund’s NAV and Total Return
Many investors assume that changes in a mutual fund’s net asset value (NAV) correlate directly to the total return of the fund. That’s not necessarily true.
What Is Floating NAV for Money Market Funds?
For decades, investors in money market mutual funds have assumed that their shares will always be priced at $1.This may no longer be the case.
What Is Floating NAV for Money Market Funds?
For decades, investors in money market mutual funds have assumed that their shares will always be priced at $1.This may no longer be the case.
What Is Swing Pricing for Mutual Funds?
In this article, we’ll introduce the concept of swing pricing and how it is used by funds to try to address this issue.
What Is Swing Pricing for Mutual Funds?
In this article, we’ll introduce the concept of swing pricing and how it is used by funds to try to address this issue.
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