Mutual Funds & ETFs

Great Ready-Made ETF Portfolios
Mutual Funds & ETFs

Great Ready-Made ETF Portfolios

Agostino Carbone | August 27, 2024

The proliferation of hundreds of new exchange-traded funds (ETFs) each year has made investing in almost any asset class simple…but…

Bitcoin ETFs
Mutual Funds & ETFs

Bitcoin ETFs

Neena Mishra, CFA | April 7, 2024

After years of delay, the SEC has approved 11 Bitcoin exchange-traded funds (ETFs), so now you can trade the cryptocurrency…

Microcap Funds
Mutual Funds & ETFs

Microcap Funds

David Snowball, PhD | March 6, 2024

The prospect of shrinking inflation, interest rate cuts and a soft economic landing in 2024 is good news for stocks,…

Securitized Income ETFs
Mutual Funds & ETFs

Securitized Income ETFs

Neena Mishra, CFA | February 20, 2024

The ugly bear market in bonds has left income investors wary of bond funds. But there’s another way to diversify…

Best Bond Funds for 2024
Mutual Funds & ETFs

Best Bond Funds for 2024

Robert M. Brinker, CFS | January 3, 2024

Investors were looking for some relief in 2023 from the bond bear market. But the Federal Reserve’s four interest rate…

How to Benefit from Inverse ETFs
Mutual Funds & ETFs

How to Benefit from Inverse ETFs

Neena Mishra, CFA | October 23, 2023

If you have ever lost money in the stock market because you listened to investment guru Jim Cramer, there’s a…

Japanese ETFs
Mutual Funds & ETFs

Japanese ETFs

Todd Rosenbluth | August 20, 2023

Warren Buffett is bullish on Japan. In the past few months, his company, Berkshire Hathaway, boosted its investment in five…

Covered Call ETFs
Mutual Funds & ETFs

Covered Call ETFs

Neena Mishra, CFA | July 6, 2023

Many analysts are predicting we won’t see a bull or a bear market this year. Instead, stocks could remain unpredictable,…

Hidden Trap in Trading Exchange-Traded Funds (ETFs)
Mutual Funds & ETFs

Hidden Trap in Trading Exchange-Traded Funds (ETFs)

Ben Johnson, CFA | July 15, 2021

With exchange-traded fund (ETF) trades now commission-free at most brokerage firms, they make even more sense than investing in traditional…

Mutual Fund Loyalty Program
Mutual Funds & ETFs

Mutual Fund Loyalty Program

Jeffrey DeMaso, CFA | June 1, 2021

A new breed of mutual fund automatically lowers its expense ratio if you hold it for multiple years. Is it worth investing in?

Simplify Your Portfolio with One, Two or Three Funds
Mutual Funds & ETFs

Simplify Your Portfolio with One, Two or Three Funds

David Snowball, PhD | August 25, 2020

Instead of cramming your investment portfolio full of funds, consider consolidating.

Six Top Defensive Funds to Protect Your Portfolio
Mutual Funds & ETFs

Six Top Defensive Funds to Protect Your Portfolio

Todd Rosenbluth | October 10, 2016

No matter how buoyant the stock market has been through much of this year, many investors have continued to worry…

Alternatives to Closed Funds
Mutual Funds & ETFs

Alternatives to Closed Funds

Mark Salzinger | September 1, 2015

Many of the best mutual fund managers don’t want your money anymore. About 9% of stock funds currently don’t accept…

Is Your Money Still Safe at Pimco?
Mutual Funds & ETFs

Is Your Money Still Safe at Pimco?

Scott B. Tiras, CPA, CFP | April 30, 2014

In a stunning turnaround, many investors have soured on Pimco, the world's largest bond fund manager. They have raised questions…