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Currently viewing the tag: "Mutual Funds Newsletter"

Surviving Bull and Bear Markets

On June 14, 2013 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
invest in market make money

Is a growling bear or a charging bull dominating the market these days? Either way, it’s important to know the difference between the two dynamics and how to maintain equilibrium in a bear market.

Quite simply, in a bull market stock prices are generally rising and in a bear market, stock prices are generally [...]

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A Look at Three Types of Mutual Fund Load Fees

On March 12, 2013 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
mutual fund retirement plans

Investors should be aware of all mutual fund charges, especially mutual fund loads, or sales fees. A load is a sale fee that a fun charges against your investment. Funds charge loads in addition to other expenses. Loads benefit a broker, sales agent or fund’s management company and are direct expenses to the investor. [...]

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Managing Your Mutual Fund Documents, Part 2

On February 25, 2013 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
investing in mutual funds

Following is Part Two of a two-part article from The Mutual Fund Informer newsletter. Read Part One here.

The Shareholder Report is another important piece of information for mutual fund investors that is full of valuable information. Once you are a shareholder, you can expect to receive [...]

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Managing Your Mutual Fund Documents, Part 1

On February 14, 2013 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
investing in mutual funds

Following is Part One of a two-part article from The Mutual Fund Informer newsletter.

Any mutual fund investor soon discovers that mutual fund companies generate a lot of paperwork and documents. Typical mailings include the prospectus, regular shareholder statements, statements of additional information and the shareholder report. What is their value to you?

[...]
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The Stock Market’s Going Up, but Many Investors Are Still Racing to Bond Funds

On November 6, 2012 By BetterInvesting, Empowering Investors Since 1951
Money shifts to bond funds

Stock prices are on the rise, but some investors don’t seem to get the message. U.S. News Money reports that “through October 24, investors had yanked more than $101 billion out of stock mutual funds this year, according to the Investment Company Institute. During the same period, they added more than $272 billion [...]

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The Six Rules of Successful Mutual Fund Investing: Part Five

On August 15, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
6 Rules of Successful Mutual Fund Investing: Part Five

Part Five of the six part series on successful fund investing touches on the importance of diversifying your funds and allocating assets.

The Fifth Rule of Successful Mutual Fund Investing:

INTELLIGENTLY DIVERSIFY YOUR FUNDS AND ALLOCATE YOUR ASSETS

Do not use a scattershot approach to diversification in your fund portfolios. You need a smartly devised and clearly [...]

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The Six Rules of Successful Mutual Fund Investing: Part Three

On August 1, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
6 Rules to Successful Fund Investing: Part Three

Part Three of the six part series on successful fund investing  focuses on market types and factors.

The Third Rule of Successful Mutual Fund Investing:

INVEST IN YOUR FUNDS REGULARLY, THROUGH ALL MARKET UPS AND DOWNS

Since it’s impossible to predict the ups and downs of the stock market, put this cyclicality to work for [...]

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The Six Rules of Successful Mutual Fund Investing: Part Two

On July 25, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
6 Rules of Successful Fund Investing: Part Two

This is Part Two of a continuing series on successful investing in mutual funds. 

The Second Rule of Successful Mutual Fund Investing:

FOCUS ON EQUITY FUNDS

If you learn anything from a study of the history of the markets, it should be this: over time, stocks outperform all other assets. That’s why you should [...]

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5 Keys to Selecting Winning Mutual Funds

On July 6, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
5 Keys to Selecting Mutual Funds

Investing in mutual funds doesn’t have to be difficult, as long as you steadfastly follow a few straightforward principles. Unfortunately, many opposing forces get in the way of putting these rules into effect in your personal portfolio.

The following five rules of thumb will help you select funds that will outperform their peers over [...]

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6 Simple Rules of Successful Fund Investing

On July 3, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
6 Simple Rules to Mutual Funds

Investing in mutual funds doesn’t have to be difficult, as long as you steadfastly follow six straightforward principles. These are based on the commonsense advice that history’s best investors have used and subsequently taught to students of the markets. Stray from these rules at your own peril!

1. Be an investor in your funds, not [...]

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TOPICS

  • BetterInvesting Announcements (50)
  • BetterInvesting News (122)
  • BetterInvesting Weekly (5)
  • Business trends for the investor (3)
  • Capitalism (2)
  • Club Accounting (2)
  • Currency (1)
  • Dividends (6)
  • Financial Markets (69)
  • First Cut (1)
  • History of Capitalism (1)
  • Income Inequality (1)
  • Investing (252)
  • Investing Events (24)
  • Investing News (114)
  • Investment Clubs (35)
  • Investment Education (148)
  • Mutual Fund Informer (2)
  • Mutual Funds (47)
  • Personal Finance (156)
  • Real Estate (2)
  • REIT (2)
  • RetailInvestorConferences.com (6)
  • Retirement (11)
  • Retirement (3)
  • Retirement Planning (1)
  • Screening Tools (30)
  • Small-Cap (13)
  • SmallCap Informer (14)
  • Stock Screens (68)
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  • Tax Information (3)
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  • Top 100 (1)
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