Articles in Mutual Funds
According to the Financial Times, $320 billion in net outflows occurred in stock, bond, and balanced (stock +bond) mutual funds in 2008, an annual record for dollar amounts and percentage of assets. Most of that …
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 …
Zecco Review: $0 Stock Trades?!
What follows is an honest review of Zecco.com based on my personal experience with them. I maintain my Zecco account to this date.
If you invest in stocks or mutual funds, you …
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 …
How to Buy Mutual Funds
In this post, we’ll discuss some best practices when it comes to purchasing index funds and mutual funds, in general. Mutual funds are a great option for those who don’t have …
How is a Mutual Funds Share Price Determined?
During a lunch recently, ‘Matt’, a colleague, and I were discussing investments and the topic turned to mutual funds. I proceeded to tell him a few funds that …
Index Funds Vs Managed Mutual Funds
Let’s take a look at index funds and compare them to actively managed mutual funds. It’s important to understand the distinction between the two, because you may have the option …
You may have done your homework and found a great mutual fund to invest in, only to realize that it has been closed to new investors. This happened recently to me. In my employers sponsored …
Definition of a Mutual Fund
This is finance 101, but I get this question a lot, and it is worth delving into. For beginners, a mutual fund is an investment vehicle that pools money from investors …

