Mutual Funds & ETFs

New Bond Funds Guard Against a Crash
Mutual Funds & ETFs

New Bond Funds Guard Against a Crash

Matthew Tuttle, CFP | September 30, 2013

For decades, you could put some of your money into mainstream bond funds for a fairly safe cushion against the…

Betting on Rising Rates
Mutual Funds & ETFs

Betting on Rising Rates

David H. Fry | September 19, 2013

Rather than hide from the effects of rising interest rates, which cause bond prices to fall, daring investors can bet…

Cash-Rich Stock Funds
Mutual Funds & ETFs

Cash-Rich Stock Funds

Ronald W. Rogé, CFP | September 12, 2013

One of the surest ways to cushion your portfolio against a stock market plunge is to hold assets in cash.…

Can Your Bond Funds Survive Another Jolt?
Mutual Funds & ETFs

Can Your Bond Funds Survive Another Jolt?

September 10, 2013

Bond funds were put to the test in recent months as interest rates spiked, causing bond prices to sink. More…

Strategy for Picking Mutual Funds
Mutual Funds & ETFs

Strategy for Picking Mutual Funds

Janet M. Brown | July 29, 2013

When Janet Brown is selecting mutual funds, she looks past the traditional criteria that most other fund pickers use, such…

The Daring Portfolio: Eight Funds That Fly High
Mutual Funds & ETFs

The Daring Portfolio: Eight Funds That Fly High

Janet M. Brown | March 15, 2013

For many investors, now may be the time to be more daring. Various problems that threatened to derail the stock…

The Best Emerging-Market Fund for YOU: Whether You’re a Cautious Investor or an Aggressive One
Mutual Funds & ETFs

The Best Emerging-Market Fund for YOU: Whether You’re a Cautious Investor or an Aggressive One

Todd Rosenbluth | March 8, 2013

For many investors, there no longer is a question of whether to invest some money in funds that focus on…

These 5 Funds Can Shield You from Higher Taxes
Mutual Funds & ETFs

These 5 Funds Can Shield You from Higher Taxes

Mark Salzinger | February 1, 2013

The tax bite on your gains and income from mutual funds may be going up—making it even more important to…

“The Safer Portfolio”: Online Bonus
Mutual Funds & ETFs

“The Safer Portfolio”: Online Bonus

Louis P. Stanasolovich, CFP | January 30, 2013

An article in the March 1, 2013 issue of Bottom Line/Personal titled “The Safer Portfolio” describes a portfolio of mutual…

Break the Rules! Says Sheldon Jacobs—and See Your Mutual Funds Take Off
Mutual Funds & ETFs

Break the Rules! Says Sheldon Jacobs—and See Your Mutual Funds Take Off

Sheldon Jacobs | December 6, 2012

For years, Sheldon Jacobs built up a treasure trove of investment rules to help small investors beat Wall Street professionals.…

The Fund Managers Who Can Make You Rich
Mutual Funds & ETFs

The Fund Managers Who Can Make You Rich

Russel Kinnel | September 6, 2012

Always study the person in charge when you are deciding whether to invest in a mutual fund. When I am…

New Twists in Exchange-Traded Funds Can Make You Richer
Mutual Funds & ETFs

New Twists in Exchange-Traded Funds Can Make You Richer

Richard A. Ferri, CFA | August 30, 2012

Exchange-traded funds, which have soared in popularity over the past decade, are attracting extra attention because of a brand-new plus…

Three Inflation-Fighting Investments
Mutual Funds & ETFs

Three Inflation-Fighting Investments

Adam Harter | August 17, 2012

Many nervous investors have flocked to the safety of US Treasuries this year, depressing the yields of those investments so…

Cash Is King
Mutual Funds & ETFs

Cash Is King

Steven T. Goldberg | August 10, 2012

It might seem that companies in emerging markets in Asia and Latin America have little in common with blue chip…

These Mutual Funds Act Like Hedge Funds
Mutual Funds & ETFs

These Mutual Funds Act Like Hedge Funds

Marta Norton | August 6, 2012

The financial industry has been rolling out more mutual funds that resemble hedge funds but that, unlike hedge funds, require…