Investor Education Center



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The Expiring Bush-era Tax Cuts

Adam Bold says expiring tax breaks won’t help the economy, but won’t cripple it, either.

Wait for a rebound or sell the fund?

Advice on the right time to sell

Your Money's Caretaker

Where your investment money is held is crucially important.

Gold: all that glitters?

Has the easy money already been made in gold?

What is Rebalancing?

Adam offers a definition and why it’s so important for your investments.

Variable and universal life policies

Good investments? Adam says "no!"

Investing in a single fund company--bad idea?

Adam sees red flags if a portfolio is built from one fund company.

Fund manager leaves...should you?

What should you do if the person making the buy, sell and hold decisions leaves?

Women and Investing

Women need to pay special attention to investing.

Don't load up on company stock

There's danger in putting too many company eggs in your basket.

Who are institutional investors? Why care?

They move money and markets, and can affect your investments.

Annuities

A little guidance on annuities

Can a fund be too large?

Some mutual fund managers are constrained by size.

Load vs. no-load funds

The added costs of loaded funds versus no-load funds

Current Crises are Old News

Adam offers some thoughts on history repeating itself, and why today’s crises are the same as so many others through time.

Planning

The importance of having--and sticking with--your financial plan.

Stocks vs Funds

The advantages of investing in funds over individual stocks

How much is enough for retirement?

Guidelines on how much you'll need for retirement

The Mutual Fund Store investing philosophy

Distinguishing The Mutual Fund Store’s investing approach from others

Dollar cost averaging

Getting the most from your investment dollar

Target Date Funds

Defining target date funds

Reacting to news

How news can affect financial decision-making

Ginnie Mae investments--smart?

Ginnie Maes are not a good investment option right now.

Investing doesn't need to be complicated

Avoid investments you don't understand

Borrowing from Your Retirement

You generally should not borrow from your retirement savings.

Advisor fees

Investment fees: how much attention you should pay to them?

Variable and Fixed Annuities

The differences between fixed and variable annuities

Asset Allocation

Where to best put your investment dollars

Using Multiple Advisors

Asset allocation is great...but spreading out investments among several advisors is not.

Investment life cycle

Like anything else, investments have a beginning and an end

Bonds: duration and maturity

How interest rates affect bond values

Managed vs. Index Funds

There are big differences between managed and index funds

For Beginning Investors

Advice for would-be investors: start now!

Getting back in the market

Good ways to get invested again

The facts about fund fees

Focus on what the fund pays you--not the other way around

529 Plans

Are college savings plans right for you?

Don't leave your money when you leave your job

How to consolidate forgotten 401(k) accounts

Market timing

A tough challenge--worth it?

The Mutual Fund Store fees

The value clients get from The Mutual Fund Store

Converting to a Roth IRA

It's easier than you think

Incentives for fund recommendations

The Mutual Fund Store never has a dual agenda when recommending funds

Don't Buy Annuities

Explaining why annuities can be such a bad idea for most investors

Investment clubs: good idea?

They're popular, but the best way to invest?

About Risk

Assessing your risk tolerance determines your portfolio

Name brand funds: good or just good marketing?

You can't judge a fund by the name alone

Tax-loss Harvesting

Losses are bad for cash flow, but sometimes good for taxes

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