9/18/2004
Allows an investor to move money to another annuity company without tax implications
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2/9/2010
JSOAX
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11/15/2003
Fee paid to the fund manager for managing the fund.
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5/10/2008
Funds invest in multi-billion dollar companies.
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1/24/2004
Evaluating fees to manage a 401(k) account.
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2/27/2010
Emerging Markets Equities fund – James Donald/Rohit Chopra/Erik McKee, Managers (LZOEX)
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7/31/2004
There are various ways an advisor is paid.
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2/20/2010
Balanced fund – Steve Leuthold, Manager (LAALX)
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8/16/2003
The age an investor moves from a focus on growth.
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2/20/2010
Balanced fund – Steve Leuthold, Manager (LCORX)
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1/30/2010
Small Growth Stock fund – Chuck Akre, Manager (AKREX)
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2/20/2010
LOGSX
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1/30/2010
AMANX
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4/19/2003
An explanation of the relationship between load funds and management fees.
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2/20/2010
Municipal Bond fund – Steven Permut/Alan Kruss, Managers (TWTIX)
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2/27/2010
Corporate Bond fund – Daniel Fuss, Manager (LSBRX)
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1/16/2010
CAIBX
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2/20/2010
International Bond fund – Kenneth Buntrock/David Rolley, Managers (LSGLX)
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1/30/2010
NEWCX
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8/29/2009
TheCollegeSolutionBlog.com
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4/24/2004
Taxes, surrender fees and choices.
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4/3/2004
Insight on investing in a managed account.
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2/27/2010
High-Yield Bond fund – Greg Hopper, Manager (BJBHX)
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10/8/2005
A comparison of fund styles.
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2/13/2010
International Stock fund, Mark Yockey, Manager (ARTIX)
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3/6/2010
Ultrashort Bond fund - Daniel C. Dektar, Manager (MGSDX)
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2/27/2010
ARTQX
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2/27/2010
Large Growth Stock fund, Jeffrey Coons, Manager (EXEYX)
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4/19/2008
Closed end bond funds generate extra returns for shareholders.
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2/27/2010
Balanced fund – Jack Bauer, Manager (MNBAX)
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1/16/2010
BPTRX
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2/27/2010
EXWAX
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1/23/2010
Small Growth Stock fund – Clifford Greenberg, Manager (BSCFX)
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2/27/2010
Large Growth Stock fund – Cory Gilchrist, Manager (MXXIX)
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6/26/2004
If you're going to take the risk of the market, you owe it to yourself to be in the best funds.
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3/6/2010
Pacific/Asia ex-Japan Stk - Richard H. Gao, Manager (MCHFX)
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7/9/2005
Big funds don't always guarantee large returns.
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4/10/2004
An explanation of a medical savings account.
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2/20/2010
BOGSX
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5/10/2008
Similar to small cap funds.
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1/23/2010
SSGPX
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7/12/2003
An explanation of how Morningstar rates various funds.
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1/30/2010
BLUEX
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1/9/2010
FOOLX
|
1/9/2010
BRUFX
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2/6/2010
Adam shares what investors should have learned from down markets in recent years.
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2/27/2010
Technology Sector fund – Clay Brethour, Manager (BUFTX)
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3/20/2004
The benefits of becoming a client of The Mutual Fund Store.
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1/6/2007
Mutual funds are not like stocks in terms of buying low and selling high.
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2/20/2010
TESIX
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2/9/2010
Large Growth Stock fund – John Calamos, Sr./Nick Calamos, Managers (CVGRX)
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1/16/2010
NFMAX
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3/6/2010
Large Blend Fund - Brian Barish, Manager (CAMOX)
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1/16/2010
NBGNX
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6/5/2004
Capitalization--the size of a company.
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2/27/2010
NBMIX
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2/4/2006
Choose a tax efficient fund.
|
1/23/2010
OAKBX
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12/10/2005
Evaluating this investment option and staying ahead of inflation.
|
1/23/2010
OAKIX
|
5/31/2003
Factors to consider when looking for a new investment advisor.
|
4/24/2004
Evaluating whether to pay off your mortgage early or invest the money.
|
6/17/2006
Charitable annuities and charitable remainder trusts offer similar benefits with one major difference for donors.
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2/27/2010
JMCVX
|
7/26/2003
Interview with Laura McKnight, Greater Kansas City Community Foundation
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1/16/2010
Balanced fund – Michael Cuggino, Manager (PRPFX)
|
3/13/2010
Adam interviews the Portfolio Manager of the Baron Small Cap Fund (BSCFX).
|
1/23/2010
PTTAX
|
4/12/2003
An explanation of how the laws of supply and demand determine the price of these funds.
|
5/17/2003
Developing a distribution strategy for retirement.
|
1/16/2010
Real Estate fund – Martin Cohen/Robert Steers/Joseph Harvey/John Cheigh, Managers (CSRSX)
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1/9/2010
SMVTX
|
10/31/2009
A "private" mutual fund.
|
6/6/2009
Options for your 401(k) when you leave an employer.
|
3/6/2004
Beliefs of The Mutual Fund Store and The Mutual Fund Show.
|
2/13/2010
Small Value Stock fund – Whitney George/James Skinner, Managers (RYLPX)
|
2/20/2010
Large Value Stock fund – Kent Croft, Manager (CLVFX)
|
2/20/2010
Small Value Stock fund – Whitney George, Manager (RYVPX)
|
1/23/2010
NYVTX
|
5/15/2004
Standard & Poors list of 500 large US companies.
|
9/18/2004
An explanation of this employer retirement plan.
|
2/27/2010
Health Care Sector fund – Larry Mano, Manager (SWHFX)
|
2/20/2010
DEFIX
|
11/15/2003
Commentary Charles Schwab voluntary internal review.
|
2/13/2010
DODIX
|
7/26/2008
Protection for your investments.
|
1/9/2010
DODFX
|
2/27/2010
Large Value Stock fund – Christopher C. Davis, Manager (SLASX)
|
1/30/2010
DPPCX
|
4/16/2005
Evaluation criteria to look at when choosing a 401(k) provider.
|
10/4/2008
Adam's insight on the 2008 action.
|
7/31/2004
Considerations when choosing an investment advisor.
|
12/6/2003
Information on equity index annuities.
|
5/17/2003
An explanation of fund share classes.
|
2/27/2010
FAIRX
|
5/10/2008
Funds invest in companies with less than $1 billion.
|
1/9/2010
GASFX
|
3/6/2010
Foreign Large Blend - Gaurav Mallik, Manager (SSAIX)
|
2/27/2010
Financial Services Sector fund – David Ellison, Manager (FBRSX)
|
6/21/2003
The process of starting a mutual fund.
|
1/23/2010
FADCX
|
5/17/2003
Things to consider before investing in a stategic allocation fund.
|
1/23/2010
FBALX
|
1/16/2010
STMDX
|
3/6/2010
Foreign Large Blend - Douglas Lober, Manager (FICDX)
|
2/13/2010
Balanced fund – David Giroux, Manager (PRWCX)
|
1/9/2010
FCNTX
|
1/9/2010
PRGSX
|
1/23/2010
FDIVX
|
1/23/2010
PRGTX
|
2/9/2010
FEMKX
|
1/9/2010
RPMGX
|
1/9/2010
Multi-Sector Bond fund – Christine McConnell, Manager (FFRHX)
|
1/23/2010
PRNEX
|
1/23/2010
FFONX
|
2/20/2010
Municipal Bond fund – Charles Hill, Manager (PRSMX)
|
1/9/2010
FFFCX
|
2/20/2010
High-Yield Bond fund - James Murphy, Manager (PRFHX)
|
1/9/2010
FLVCX
|
1/9/2010
TGGEX
|
2/12/2005
A company providing online financial planning advice.
|
3/6/2010
Intermediate-Term Bond - Tad Rivelle, Manager (TGMNX)
|
2/13/2010
Large Growth Stock fund – Patrick J. English/Ted Kellner, Managers (FMIHX)
|
3/13/2010
Adam interviews the Portfolio Manager of the FMI Large Cap Fund (FMIHX).
|
3/6/2010
Balanced fund - Steven Romick, Manager (FPACX)
|
2/27/2010
TABRX
|
2/20/2010
FKINX
|
2/20/2010
TEPLX
|
2/20/2010
FNYIX
|
2/13/2010
International Stock fund – Thomas White, Manager (TWWDX)
|
1/23/2010
GABAX
|
3/6/2010
World Allocation - Brian J. McMahon, Manager (TIBCX)
|
4/5/2003
An explanation of the differences between Ginnie Mae and Fannie Mae funds.
|
5/17/2003
A retirement fund for federal employees, similar to a 401(k) plan.
|
3/13/2010
Adam interviews the Portfolio Manager of the Calvert Income Fund (CFICX).
|
2/27/2010
Large Value Stock fund – Richard Kleinschmidt, Manager (TOCQX)
|
5/10/2008
Capital appreciation is the primary goal.
|
6/21/2003
Be wary of investments with guaranteed high returns.
|
1/23/2010
GAGEX
|
2/27/2010
TSDOX
|
11/15/2008
Think before you invest in an annuity.
|
1/30/2010
UMBWX
|
7/30/2005
An investment pool with long and short positions at the same time.
|
7/17/2004
An investment savings option for children.
|
1/30/2010
HFCVX
|
6/3/2006
Unit Investment Trusts are similar to a mutual fund, but with no manager or active management.
|
1/9/2010
ICENX
|
5/10/2008
Funds invest in companies believed to be undervalued.
|
10/8/2005
A comparison of fund styles.
|
3/6/2010
Natural Resources - Derek S. van Eck, Manager (GHACX)
|
3/18/2006
A bond without a fixed interest rate.
|
2/20/2010
ACTHX
|
12/15/2007
Rates controlled by the Federal Reserve.
|
2/20/2010
VGRAX
|
1/31/2009
Heartland Value Plus Fund
|
2/27/2010
VBINX
|
1/31/2009
FBR Focus Fund
|
1/9/2010
VGENX
|
1/31/2009
Marsico 21st Century Fund
|
2/27/2010
VEIPX
|
12/19/2009
Loomis Sayles Bond Retail Fund
|
2/9/2010
VFIIX
|
12/19/2009
Hodges Fund
|
1/23/2010
VGPMX
|
2/14/2009
Seismic Effects of The Bankruptcy Reform
|
2/20/2010
VBMFX
|
1/31/2009
Artio Global High Income Fund
|
1/9/2010
VWNFX
|
10/25/2008
Croft Value Fund
|
4/5/2003
Information on variable annuties.
|
5/17/2008
Artisan International Fund
|
11/22/2003
Information on variable annuties.
|
10/25/2008
Permanent Portfolio Fund
|
2/27/2010
Large Value Stock fund - Ralph Shive, Manager (FMIEX)
|
12/19/2009
Kinetics Paradigm Fund
|
1/9/2010
SGROX
|
5/3/2003
Rolling your IRA to a self-directed IRA.
|
3/6/2010
Corporate Bond fund - Mark McKissick, Manager (WTIBX)
|
6/18/2005
A new ruling affecting 403(b) plans.
|
6/17/2006
Alpha is a measure of how much of a fund's return comes from manager skill vs. how much comes from market growth.
|
2/20/2010
Balanced fund - Frank James, Manager (GLRBX)
|
2/20/2010
YACKX
|
2/27/2010
JAMRX
|
1/23/2010
YAFFX
|
3/13/2010
Adam interviews the Co-Director of Research at Manning & Napier. The Mutual Fund Store® uses MNBAX and EXEYX for its clients.
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