Tag: Mutual Funds

Are Your Investment Returns Good or Bad? Do you know how well your investments are performing? Are you wondering if a 10% return is good or bad? Do you know the annual rate of return of your investments? What about how well your investments are perfo ...
Opportunity Zone Fund Investing – Pros and Cons There are few things worse than earning a great deal of money in some sort of financial victory—a successful business, a jump in the stock market, or a profitable real estate deal—only to realize ...
John, a loyal reader wants to know how to choose mutual funds. How to Choose Mutual Funds “I would like your opinion and advice on how I should allocate my investments and my daughter’s investments among mutual funds. Both our accounts a ...
The Best Lazy Portfolio The best lazy portfolio is the one that you maintain. In investing there’s no one right way to invest or manage your portfolio. In fact there are hundreds of different approaches, and probably more. Consider the active p ...
Is Investing in China a Good Idea? By, Soumyadipta Basu You might think that with all of the tariff talk, investing in China is off the table. Not so, China is still a rapidly growing economy with more room for upward expansion.  Today China boasts 1 ...
Invest Like a Woman and Become a Millionaire by Investing With my experience as a multi-decade investor, former professional portfolio manager and university investments instructor, I will reveal easy to implement strategies to build wealth for women ...
The Definitive Guide to Mutual Funds vs. Exchange Traded Funds (ETFs) By, Soumyadipta Basu Investors, you hear the terms mutual funds and exchange traded funds bandied about, but what do they mean, and what are their similarities and differences? Bef ...
Buy and Hold Investment Advice for Volatile Markets Get ready, I’m going to reveal the biggest investing secret. And it’s not a bunch of hooey, but based on research by Dalbar, a top investment research firm, findings from Standard and Poor’s resear ...
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