Mutual Funds
02/17/2010
Does your investment strategy still consist of buying and holding mutual funds? If so, then you might be considered a “mutual fund dinosaur.” You see, with the volatility we’ve seen… …
02/03/2010
The market sold off sharply in the second half of January, and this rapid descent has me very concerned for investors holding large allocations to domestic, international and high-yield mutual funds… …
01/27/2010
From peak to trough, the S&P 500 Index fell more than 5% last week. This kind of rapid descent has me very concerned for investors holding large allocations to domestic, international and high-yield… …
01/20/2010
It’s time again for our quarterly lemon-squeezing ritual. That’s right, it’s time for us to expose the worst-performing mutual funds for what they really are -- sour investment vehicles… …
07/15/2009
Most investors sustained serious damage to their wealth last year -- damage that, in many cases, will be difficult to overcome. Certainly, Wall Street titans, reckless lenders and irresponsible home buyers… …
03/04/2009
I wrote this article for Marketwatch.com, and it was originally published February. 15, 2009. I am presenting it here for the benefit of you, the Alert reader. Most investors sustained serious damage… …
02/25/2009
I wrote the following article for Marketwatch.com, and it was originally published Feb. 15, 2009. I am presenting it here for the benefit of you, the Alert reader. Most investors sustained serious… …
01/09/2008
Yesterday I read through the Los Angeles Times 2007 mutual fund review. The main thrust of the article was the modest gains equity mutual funds logged for the year. Well, during the past six trading days… …
11/07/2007
Yesterday I had an absolutely fantastic wealth coaching session with a young couple who had done many things correctly in preparing for their financial future. This couple had some very nice savings;… …
02/21/2007
A couple of days ago, I read an excellent article written by Bill Donoghue, editor of The Proactive Fund Investor, a weekly newsletter published by MarketWatch.com. In his piece, Donoghue discussed the… …
07/12/2006
This morning I read an "interesting" article written by a "Mad Money" man who likes to shout out his opinions over the tube. This article talked about the recent proliferation of Exchange… …
04/19/2006
Anyone who has even a casual acquaintance with searching the Internet knows about keywords. Those are the words you type into a search engine like Yahoo! or Google so that you can find whatever information… …
02/01/2006
Those of you familiar with my radio show, newsletters and investment advisory services already know what a big fan I am of the new investing tools that have come out in recent years. I am speaking here… …