wiseradvisor

Investment in Mutual Funds

Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

If you don't want to have all your assets in the stock market, that means you'll need to consider either cash or bonds for your portfolio....
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

The goal of this article is to introduce each of you to some of the less transparent issues I consider in order to select better funds for...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

By now, I am sure that you are familiar with the inverse relationship between bond prices and interest rates. When interest rates go down,...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

Unless things turn around this year, we will have had a declining market in four of the past five years. Many analysts, me included, are...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

Americans are investing a greater share of their retirement savings in mutual funds. The number of mutual funds available through...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

When you purchase a share of stock, you purchase a piece of a company. When you purchase a share of a mutual fund, you are purchasing a...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

With the recent corporate scandals still fresh in investor's minds, where can one turn to invest with relative safety and have the prospect...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

Mutual funds have become the investment of choice for millions of individual investors. Unfortunately, with a frustrating stock market,...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

A study published in the Journal of Financial Research indicated that the fees charged by the average stock fund were unchanged during the...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

When my Daddy's car was getting low on gas and he'd roll by a garage that didn't have its fuel prices posted on big signs, he would observe...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

If you can't beat them, join them. That's the approach many new stock investors take. The stock portion of their investments consists of...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

For decades, mutual funds were the favored investment vehicle for the majority of the investing public. The primary reasons for their...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

Some mutual fund families offer several classes of shares that differ in the way they charge fees to shareholders. Classes A, B, and C are...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

In the 1970s, firms like Vanguard began offering passively managed index funds to U.S. investors. Unlike actively managed funds, index...
Portfolio Management | Investment in Mutual Funds | Wiseradvisor.com

If you're not educated on the ABC's, you could end up with a D or an F in portfolio management. The ABC's I'm referring to are the share...
I want to take charge.
HELP ME FIND MY ADVISOR