Request a Call
Charts & Index Returns
Spending and Borrowing
Mutual Funds and ETFs
Personal Health & Safety
Long -Term Planning
Hiring Help and Resources
Using the News
The Straight Scoop
Preferred Portfolios and Investments
Recent Articles in Mutual Funds and ETFs
Have I Lost the Low-Cost Religion in Highlighting Some Higher Cost Mutual Funds?
Aug 22, 2013
Challenging my and your fund investment philosophies and strategies
Advisor Argues that Large Vanguard Fund Has Too Many Cooks in the Kitchen
Aug 14, 2013
Warns that mediocre index-following results consequence of many managers and higher costs
Investing in U.S. Mutual Funds if you Live Outside the U.S. or are not a U.S. Citizen
Jun 14, 2013
Some overseas investors and non-citizens can tap into U.S. mutual funds but funds differ
A Potential Construction Flaw in Index Funds has led to New Generation Index Funds
Jun 12, 2013
What are the pros and cons of the latest index funds and should you invest in them?
Recommend Mutual Funds by Asset Class for Longer-Term Investors
May 1, 2013
Leading advisory firms updates its list of their best liked funds
Investing with TIAA-CREF and Allocations Developed by Ibbotson
Mar 29, 2013
Easing back into stocks after the powerful rally of the past four years
Update: The Rocky Road at the Fairholme Fund...Has the Time Arrived to Sell?
Mar 4, 2013
An interview with fund manager Bruce Berkowitz and update on his current investment strategy
A Leading International Value Fund Manager Reflects on the Global Economic Environment
Dec 9, 2012
Where he’s investing now and what he sees ahead for growth and corporate profitability overseas
Less Conventional Mutual Funds to Complement Traditional Holdings
Nov 30, 2012
Funds for greater income, profiting from gold and precious metals, and funds for hedging
Updated Fund Recommendations and Asset Allocation for Conservative Balanced Portfolios
Nov 16, 2012
What bond funds and stock funds make the most sense in a conservative portfolio?
Charles Schwab Ups the Ante in Exchange-Trade Fund (ETF) Pricing Wars
Oct 9, 2012
Vanguard Launches Redesign of their ETFs and Index Funds
This International Fund is in its Third Decade of Index Trouncing Returns
Sep 26, 2012
An update on a diversfied international fund you probably haven't heard of or invest in
Updated Fund Recommendations and Asset Allocation for Balanced Portfolios
Sep 12, 2012
Leading fund advisory firm shifts some money between bonds and stocks and U.S. and foreign shares
Update: Should You Invest in the Health Care Sector?
Sep 5, 2012
An interview with the managers of the Vanguard Health Care fund and where they see best returns in years ahead
Real Estate Investment Trusts (REITs) Have Come Surging Back in Value
May 4, 2012
Are REITs still a good buy? Why if most real estate markets are just now bottoming out is the REIT index back on top?
Suggested Balanced Investment Portfolio Allocations
Apr 20, 2012
Dealing with a long list of macro pros and cons and coping with changing market volatility
Update: Abrupt Resignation of Fairholme Fund Co-Manager Raises Concerns
Feb 10, 2012
An update on the fund's current financial exposure and investment strategy
Update: A Fund Closed Many Years Ago Now Open and Worth Considering
Feb 2, 2012
An investing legend recommended it many years back
An Interview with Bruce Berkowitz, Manager of the Fairholme Fund
Oct 6, 2011
Understanding the fund's recent lagging performance and position in financial stocks
Updated List of Highly Recommended Mutual Funds
Aug 5, 2011
Through good times and bad, these funds have delivered solid results and are likely to continue to do so
Are Money Funds Becoming Obsolete and Poor Investments?
Jul 22, 2011
Alternatives to near zero yielding money market funds
How Does He Do it and What's His Thinking on His Current Strategy?
Jun 23, 2011
An interview with Bruce Berkowitz, manager of the Fairholme Fund
Investing in Bond Funds in a Low Yield World
Apr 8, 2011
Bond funds that have produced decent returns without significant risks
What Took Them So Long?
Mar 30, 2011
A new emerging markets fund fills a gap in the fund industry's offerings
Picking Winning Mutual Funds for Your Future
Mar 23, 2011
How can you reconcile conflicting rankings from different mutual fund rating services?
Update: The Best Index Funds and Exchange-Traded Funds
Feb 15, 2011
What about alternative index funds including equal-weight index funds? What are the best index funds now?
Investing in Small Cap Value Stocks
Jan 31, 2011
Comparing and selecting funds in this space likely to perform well in the years ahead
This Manager Has Posted High Long-Term Returns With Below-Average Risk
Jan 25, 2011
And, he's now pessimistic about major segments of the U.S. stock market
Update: The Fairholme Fund Just Did Something Unusual Which Few Other U.S. Funds Have Done
Dec 10, 2010
Is this long-term winner still worthy of your investment dollars?
Morningstar's Own (Surprising) Research on What Drives a Mutual Fund's Success
Dec 1, 2010
What factors have the most predictive power when selecting funds?
Highly Recommended Mutual Funds
Nov 29, 2010
Actively managed funds, November 2010, from the No-Load Fund Analyst
Update: My Favorite Emerging Markets Fund
Sep 14, 2010
A fund I like that can help you get the upside potential without taking as much risk as with many emerging markets funds
Keep Investing in Vanguard Health Care Fund?
Aug 11, 2010
Q: The Vanguard Health Care Fund was always a big winner for several years. Now, its value is down. Do you think it's a good purchase for me to hold onto?
More Articles >>