Investors who want to take an indexing approach to their money are constantly being told that they need to be patient. A passive ETF portfolio will pay off over time, the experts insist, but people need to be prepared to stay with it for the long haul.
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People are always asking which fund is the best in a particular category. The answer is: it depends.
more...On-line accounts are growing
at a fast pace. Whether its investment dealer
shenanigans, incompetent advisers, high mutual fund fees,/ trading commissions,
the non-bank ABCP fiasco, poor fund performance , the Earl Jones Ponzi debacle,
or advisor fraud, retail investors are looking at alternatives to the
commission-driven advisor channel.
more...This week I'm
finishing my review of the five model portfolios created for my Mutual
Funds/ETFs Update newsletter. Today we'll look at two portfolios specifically designed
for low-risk investors.
more...When I meet other advisors around town, many ask me which
fund companies I like and why. With the 2010 Games presently being staged in Vancouver, I’ll stay with an Olympic theme and give you my favorite mutual fund companies
and explain why I like them. This is my personal list, which changes over time
due to fund managers coming or going and performance numbers.
more...In my last column,
I wrote about the five model portfolios I have created for my Mutual Funds/ETFs
Update newsletter and provided a performance review and update for Growth
Portfolio. This week, let's look at how the two registered portfolios fared in
their first full year.
more...If you want to invest in an alternative strategies fund,
you’d best read the offering memorandum extra carefully, and get to know the
manager as well as the company because the 177 funds in this catchall category
can vary dramatically in objectives and strategies as well as performance.
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