Mutual Funds & ETFs

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

Jeff 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?

New “Non-Transparent” ETFs Offer Top Managers
Mutual Funds & ETFs

New “Non-Transparent” ETFs Offer Top Managers

Ben Johnson, CFA | January 29, 2021

A new SEC rule has encouraged managers of top mutual funds to launch ETFs with similar portfolios. Are they worthwhile?

Beware Private-Equity in Your 401(k)
Mutual Funds & ETFs

Beware Private-Equity in Your 401(k)

Ric Lager | January 4, 2021

Private-equity investments may sound tempting but can have hidden drawbacks.

ETFs Of Stocks That Help You Get Through the Pandemic
Mutual Funds & ETFs

ETFs Of Stocks That Help You Get Through the Pandemic

Neena Mishra, CFA | December 4, 2020

The stocks in these funds range from coronavirus fighters to stay-at-home helpers.

Active Fund Managers Are Drawing More Fans
Mutual Funds & ETFs

Active Fund Managers Are Drawing More Fans

Andrew Rosen, CFP | November 5, 2020

This year’s market crash opened up opportunities for top fund managers to spot bargains while avoiding the most vulnerable sectors.

Avoid These Mistakes When Investing in Target-Date Funds
Mutual Funds & ETFs

Avoid These Mistakes When Investing in Target-Date Funds

Leo Acheson, CFA | October 22, 2020

Some target-date funds did much better than the stock market during this year’s crash but still may be too volatile if you’re close to retirement.

Alternative Funds Help Balance Volatile Portfolios
Mutual Funds & ETFs

Alternative Funds Help Balance Volatile Portfolios

Janet M. Brown | October 22, 2020

When added to a mix of stocks and bonds, these funds can provide extra protection against volatility.

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.