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Recent articles

  Updated Model Portfolio Mutual Fund and ETF Recommendations
Dec 11, 2017
Balanced portfolio tilted towards stock funds
  Investing Advice From Leading Fidelity Fund Expert
Nov 21, 2017
What are the favorite funds of this veteran Fidelity newsletter writer?
  The Big Mutual Fund Investing Decision: To Index or Not to Index?
Nov 14, 2017
How heavily should you use index funds in your portfolio?
  Balanced Funds and International Stock Fund Exposure
Jul 7, 2017

Making sense of domestic versus foreign stock holdings in balanced funds
  Recommended Asset Allocations for Diversified Long-Term Investing
Oct 25, 2016
Currently recommended mutual funds
  Leading Bond Fund Manager Sees Major Changes on Horizon
Sep 23, 2016
His expectations for interest rates, inflation, the U.S. economy and government spending

 
  Switch Out of a Target Retirement Fund?
Aug 23, 2016
Is it better to customize your funds and go with a pre-set mix?
  Analyzing the Stumbling of the Once Mighty Sequoia Fund
Apr 21, 2016
Fund's large stake in Valeant Pharmaceuticals, once a blessing, became a curse...
  Investing Luminaries Say to Invest as They Say, Not as They Do
Mar 30, 2016

Is it hypocrisy to advocate index funds to others and then to invest with active managers?
  Updated Model Portfolio Mutual Fund & Exchange-Traded Fund Recommendations
Mar 10, 2016
Specific fund recommendations and suggested asset classes to under- and over-weight
  Update: An Actively Managed Bond Fund That Delivers Results with Reduced Volatility
Dec 12, 2015
This fund should rival PIMCO's top performing bond funds for long-term performance
  This Large Company Growth Fund Has Stellar Long-Term Returns
Dec 9, 2015

What sectors and stocks is the fund emphasizing now?
  Health Care Funds Still Worth Considering as Obamacare Pressures Insurance Companies?
Nov 24, 2015
Health insurers lowering of profit expectations tempers investor enthusiasm for sector

 
  Continue to Hold or Sell a Laggard Mutual Fund?
Nov 19, 2015
Q: I invested in the CGM Focus Fund at the end of 2007 as it was recommended in numerous places...
  Rush for the Exits with Rising Interest Rates and Falling Bond Prices?
Oct 6, 2015

Could bond fund prices fall sharply due to bond market liquidity problems?
  Is Harbor International Fund Still Recommended Despite Change in Leadership at Fund?
Jul 15, 2015

Is this long-term winner worthy of your future investment dollars?
  Stock Market-Like Returns Without Stock Market-Like Risk
Mar 6, 2015

This managed allocation fund continues delivering robust returns with relatively modest risk
  What are Reliable and Useful Mutual Fund Ranking Systems?
Mar 5, 2015

What criteria maximize your chances of selecting the future's top performing funds?
  Investing and Managing a Portfolio in Multiple Fund Families
Feb 16, 2015
Weighing the costs and administrative hassles of your alternatives
  Updated Model Portfolio Recommendations
Feb 12, 2015
Mutual fund and exchange-traded fund recommendations for active and index portfolios
  Evaluating a Widely Used Mutual Fund Family Ranking System
Feb 11, 2015

Identifying major flaws in highly touted fund survey
  Updated Mutual Fund Model Portfolio and Latest Changes
Nov 21, 2014
What funds and allocations to use to minimize risk while earning decent long-term returns
  Assessing Fund Diversification When Approaching Retirement
Sep 19, 2014
Understanding what makes a portfolio “unbalanced” and “riskier” than necessary
  Hardly Anybody Likes Investing in Emerging Market Stocks in 2014
Jan 30, 2014
Large recent underperformance and currency woes scaring off investors
  Investing Made (Pretty Darn) Simple
Dec 23, 2013
Has analysis paralysis set in? Tired of examining mutual funds, ETFs and other options? This simple one page chart can get your money invested intelligently in a snap!
  Update: Buy the Manager, Not the Fund
Nov 22, 2013
Vanguard closed its Primecap fund but there are other smart ways to access this leading growth stock fund manager
  Can Financial Advisors Access Better Funds Unavailable to You?
Oct 31, 2013

Separating the hype from reality in assessing advisor/institutional funds

 
  Vanguard Introduces Two New International Bond Index Funds
Aug 26, 2013
Should you invest in bonds globally to help your portfolio’s returns and reduce risks?
  Have I Lost the Low-Cost Religion in Highlighting Some Higher Cost Mutual Funds?
Aug 22, 2013
Challenging my and your fund investment philosophies and strategies
  Advisor Argues that Large Vanguard Fund Has Too Many Cooks in the Kitchen
Aug 14, 2013
Warns that mediocre index-following results consequence of many managers and higher costs
  Investing in U.S. Mutual Funds if you Live Outside the U.S. or are not a U.S. Citizen
Jun 14, 2013
Some overseas investors and non-citizens can tap into U.S. mutual funds but funds differ

 
  A Potential Construction Flaw in Index Funds has led to New Generation Index Funds
Jun 12, 2013

What are the pros and cons of the latest index funds and should you invest in them?
  Recommend Mutual Funds by Asset Class for Longer-Term Investors
May 1, 2013
Leading advisory firms updates its list of their best liked funds
  Investing with TIAA-CREF and Allocations Developed by Ibbotson
Mar 29, 2013
Easing back into stocks after the powerful rally of the past four years

 
  Update: The Rocky Road at the Fairholme Fund...Has the Time Arrived to Sell?
Mar 4, 2013
An interview with fund manager Bruce Berkowitz and update on his current investment strategy
  A Leading International Value Fund Manager Reflects on the Global Economic Environment
Dec 9, 2012
Where he’s investing now and what he sees ahead for growth and corporate profitability overseas
  Less Conventional Mutual Funds to Complement Traditional Holdings
Nov 30, 2012
Funds for greater income, profiting from gold and precious metals, and funds for hedging
  Updated Fund Recommendations and Asset Allocation for Conservative Balanced Portfolios
Nov 16, 2012
What bond funds and stock funds make the most sense in a conservative portfolio?
  Charles Schwab Ups the Ante in Exchange-Trade Fund (ETF) Pricing Wars
Oct 9, 2012
Vanguard Launches Redesign of their ETFs and Index Funds
  This International Fund is in its Third Decade of Index Trouncing Returns
Sep 26, 2012
An update on a diversfied international fund you probably haven't heard of or invest in
 
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