Mutual Funds and ETFs

Should You Invest in an Emerging Markets Stock Fund?

Feb 2, 2019

They are volatile and can produce higher returns but are they necessary?

Bank Account Audit: Are You Throwing Money Away?

Jan 9, 2019
With the rise in interest rates, review what you’re getting on your savings

Are Bonds and Balanced Funds Really Safer Given Economic and Interest Rate Worries?

Nov 20, 2018
Dealing with fears about rising interest rates and a corporate credit bubble

Stock Funds for Late Bull Market Investing

Nov 2, 2018
What funds offer a solid risk/reward if you believe a bear market is soon coming?

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
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