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Most mutual funds don’t come close to beating the indexes they’re compared against. And yet they carry steep fees for active management. Find out how a little research and effort can cut your mutual fund fees.
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Want to own a mutual fund that will double its reported return in the next six months? Chances are, you already do.
Every equity mutual fund on the planet is about to report a big jump in its five-year performance. That’s not a prediction; it’s a mathematical certainty—unless the market crashes.
The Spike in Five-Year Performance…
September 13, 2013 is the fifth anniversary of Lehman Brothers’ bankruptcy, an event that drove prices of almost every asset class except U.S.
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Fees associated with many mutual funds looks small. Some are barely over 1% or even lower. But over time those fees erode the overall value of your portfolio. And even in the near term, as in the example used in this article, you could end up paying nearly 20% of your gains just for the privilege of holding a fund.
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Warren Buffett made a bet with Protégé Partners, a fund of funds hedge fund manager, that the S&P500 would beat a group of hedge fund managers selected by Protégé. The bet officially started on January 1, 2008, and runs for a decade, ending on December 31, 2017.
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The best opportunities to maximize sheer earning power are in investment banking, private equity and hedge funds. Find out what it takes to succeed in these ultra-lucrative areas of finance.
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Experience and hard work go a long way toward securing a position in this challenging field.
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Find out if classic films about Wall Street reflect what it's actually like to work there.
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Having a clear understanding of the fees charged by a mutual fund is a significant component to making an informed investment decision. Often the management fee is used interchangeably with the MER by business publications and financial professionals, but the two are not the same.
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Learn about the conspicuously disclosed fees that lurk within your 401(k) investments.
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For investors seeking growth, income AND capital preservation, the Thrift Savings Plan offered by the U.S. government is a great option to consider. In this article, we examine the five core funds offered in the TSP.
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We break down the key components of analyzing a fund manager's performance so you can find a winner.
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There is money to be made in mutual funds, but investors fall into several pitfalls that keep them from maximizing their profits. Read these tips to take the uncertainty out of investing in mutual funds and find out if mutual funds are a good fit for your portfolio.
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George Soros spent decades as one of the world's elite investors, and even he didn't always come out on top. But when he did, it was spectacular.
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Blend math, finance and computer skills to command a high - and well deserved - salary.
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Learning about money may seem intimidating, but it's not as hard as it looks.
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Find out how your business can get the money it needs - even when the bank says "no".
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Being a CFA charterholder can take your career in many different directions. Find out what your option are.
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Mutual fund ratings can help investors, but they have their drawbacks as well.
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The underlying concept of mixed funds is very appealing. Discover if you're better off with professional management or creating a mixed fund of your own.
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Due diligence should be conducted in knowing the different costs related to ETFs before undertaking an investment in one. The return you get from an ETF investment is dependent on cost factors like the expense ratio.
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Despite their popularity, exchange traded funds have some drawbacks that investors should know about.
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Different funds invest in companies with different market caps. Find out which is right for you.
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Many mutual funds charge investors a 12b-1 fee to pay for marketing and promotion expenses.
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The rise in these funds' popularity has contributed to misinformation about what they are and how they work. Learn more here.
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A diversified portfolio will protect you in a tough market. Get some solid tips here!
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Find out how beginner investors can invest sensibly, suitably and simply.
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By following the strategies of the pros, even a beginner can learn to invest like an expert.
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ETFs are a viable alternative to mutual funds, but before you invest, there are a few things you should know.
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Buying up failing investments and turning them around helped to create the "Icahn lift" phenomenon.
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Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you.
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Discover some common strategies to devise a plan and maintain your holdings to reflect it.
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There are guidelines to be followed when comparing an actively-managed investment strategy with a benchmark.
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This options trade is essentially free and can have huge profit potential, but it's not without its risks.
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Though all portfolios contain some risk, there are ways to lower it. Find out how.
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Used intelligently, precious metals can help an investor obtain decent returns in a terrible market.
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Hedge fund analysis requires more than just the metrics used to analyze mutual funds.
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From REITs to owning your own home, find out how diversify your portfolio with real estate assets.
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You've probably heard that ETFs are better than mutual funds, but you need to consider all aspects before investing.
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When boom times turned to bust, these trades proved devastating for traders and the broader markets.
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To take full advantage of these vehicles, you need to know how they can fulfill certain strategies.
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Forget the latest craze - you're more likely to succeed with a buy-and-hold strategy.
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Investors need not rely on professional advisors, but going it alone isn't easy.
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Benjamin Graham pioneered cutting edge concepts that propelled other top investors to fame.
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Warren Buffett and George Soros employ markedly different investing strategies, yet both men have achieved great success.
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Here's what the professionals think about these similar, but critically different, investment vehicles.
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Learn about a recently published paper that explores why active value investors underperform.
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If you are trying to choose between these two index-tracking investments, compare the costs.
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The buy-and-hold investment strategy requires investors to disregard their emotional responses to market movements.
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By investing at a younger age, you can harness the power of compounding - not penny-pinching - for profit.
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Find out what fees and restrictions need to be considered before investing $1,000.
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Find out how these instruments work and how they are used in the market.
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This strategy is widely misunderstood, but it's not as complicated as you may think.
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Closed-end funds offer portfolios a chance to buy assets at discounts to intrinsic values. This is most apparent in the blue-chip stock space.
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These funds' risk may overshadow their returns. Find out all you need to know before you get involved.
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Boost your returns by learning the tax tricks and loopholes for your exchange-traded funds.
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Discover the various categories of income funds and the types of investors for whom they are appropriate.
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Here are three different ways to use the low volatility index to invest in a volatile market.
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You can't control what the markets will do in the future, but you do have some control over how much you pay to invest.
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Learn what mistakes cause hedge funds to collapse and how to avoid similar problems.
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Most actively managed mutual funds fail to beat the market over a long period of time, so it's probably best to go with ETFs for your IRA.
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There are a number of choices to gain exposure to the energy sector. We go over some of the more prominent options.
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Discover a strategy that can be used to participate in the market and still protect the downside.
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Here are some tips to help the amateur investor pick the right funds in the current state of the market.
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Find out which one offers the easiest, most cost effective options.
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Everyone should learn a few investing basics, even if you plan to hire an investment professional.
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Reducing risk and increasing returns in your portfolio is all about finding the right balance.
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Find out how you can streamline your investments for greater returns.
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Open-end products may be a safer choice than closed-end, but closed-end funds might produce a better return.
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For individual investors, a passive strategy may be best when investing in the small-cap realm of equities.
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Unit investment trusts provide direct exposure to the energy sector, fueling better returns.
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These funds don't all match index returns. Find out how to avoid costly surprises.
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Although less popular than their open-ended counterparts, these investment vehicles are worth a second look.
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Analyzing a hedge fund will help you determine whether it's a good investment and a good fit.
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Evaluate past performance before investing in these types of gadget funds, as technology investors have been on a wild ride for a few years.
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Unhappy with your mutual fund's returns and thinking of investing elsewhere? Read this article first.
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Gas, electric and water companies' non-cyclical nature can power strong gains in any portfolio.
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Choosing either ETF options or index options can make the difference between big profits or a big bust.
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Institutional investors got a sweet deal that soured retail investors' mutual fund returns.
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As global trade continues to expand and the world's economies grow, spice up your portfolio with these exciting opportunities.
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Expense ratios aren't just numbers in a column. They make a palpable impact on your bottom line. Find out how.
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If you want to try your hand at picking stocks but don't know where to start, The Value Line Investment Survey can help.
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Learn how to evaluate mutual funds and find the right one for you.
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These accounts will take charge of your retirement savings, but should you let them?
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ETFs that invest overseas can offer a relatively low-cost vehicle, but there is a risk that should be understood.
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When considering an index mutual fund versus the ETF variety, investors should consult an experienced professional.
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These vehicles have gotten a bad rap in the press. Find out whether they deserve it.
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Investing in sectors may trump international investments for providing diversification.
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Looking for current mutual fund information? We'll look at one of the places to start your search.
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Countries use sovereign wealth funds to stabilize their economies, but these investments can lack transparency.
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A hedge is supposed to decrease overall risk, but when it's instead used to increase profits, the risk can be multiplied.
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These funds are hard to understand and might not be a wise choice by themselves. We tell you why.
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Although many hedge funds hold stock in big companies, some hold some extremely unusual investments.
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If you're planning to fill your portfolio with index funds, here's what you should look for in a high-quality fund.
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Learn how a change in leadership could mean more taxes for you.
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Spiders are exchange-traded funds based on an index and can be a great vehicle both for making money and hedging against other risks.
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Discover the risks and rewards of investing in real estate funds, as well as some of the best and worst performers.
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Mutual funds vary in terms of their management structures and one size generally does not fit all investors.
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Discover if passive or active investments are the way to be involved in emerging markets.
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Discover what makes blue chip stocks such attractive investments.
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These funds are noted for their safety in a rough market. Read on to find out why.
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