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Articles in Mutual Funds

How to Start an Online Broker Account
Tue, 04/5/11 | 25 Comments
How to Start an Online Broker Account

This is the second of a multi-part series on how to invest outside of a 401K. The whole idea for this series started when I was asking a group of about 30 co-workers if they …

What are Closed End Funds?
Wed, 09/1/10 | One Comment
What are Closed End Funds?

Closed End Funds: what the Heck are they?
Closed end funds are not the easiest concept to pick up by amateur investors. They are a little bit like stocks and a little bit like open-ended mutual …

TradeKing Review
Wed, 08/18/10 | 15 Comments
TradeKing Review

Last fall I made the switch to TradeKing for my traditional and Roth IRA’s. I’ve been promising a TradeKing review for a while, so this is long overdue. Having held discount broker accounts with ETrade, …

ETF’s Versus Index Funds & the 5 Big Differences to Consider
Sun, 12/21/08 | 9 Comments
ETF’s Versus Index Funds & the 5 Big Differences to Consider

ETF’s or Index Funds: An Epic Battle
ETF’s (exchanged traded funds) and index funds. The comparison between the two is kind of like deciding to pull over to a restaurant that you see off the side …

My Zecco Review
Sun, 12/7/08 | 10 Comments
My Zecco Review

Zecco Review: $4.95 Stock Trades
What follows is a Zecco review based on my personal experience with them, updated for 2012. I maintain my Zecco account to this date.
<Update: Zecco has officially merged with TradeKing, and …

5 Reasons why Dollar Cost Averaging is Back with a Vengeance
Mon, 12/1/08 | 12 Comments
5 Reasons why Dollar Cost Averaging is Back with a Vengeance

Dollar cost averaging (investing like a robot) has received a bad rap in recent years, and for good reason. For those not investing in low or zero transaction cost accounts such as 401K’s, fees can …


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