Tag: mutual funds

The Pros and Cons of Investing in Mutual Funds

Although working with a financial advisor who invests in mutual funds may seem like a great way to “set it and forget it,” most investors...

Will Closed End Exchange Traded Funds Completely Replace Open Ended Funds?

Most of you know that there is currently over $16 trillion worth of assets in the open end mutual fund industry with only about $2...

How Charitable Giving can be a Powerful Estate Planning Vehicle

Approximately 70% of Americans make charitable contributions during the year.  Most of the contributions are done in the month of December.  Often the contributions are...

Want a Higher Return Pick a Cheaper Mutual Fund

When choosing mutual funds for our portfolio too often we get caught up in the returns of the fund while not asking ourselves the most...

Liquid Alternative Mutual Funds – Something for Everyone

As we begin the second half of 2014, it would be wise to heed the words of Ben Graham – the mentor to Warren Buffett....

Avoiding Costly ‘Closet’ Index Funds

Stockbrokers and other financial advisors are quick to promote expensive, actively managed mutual funds and the alleged benefits that such funds can provide over less...

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