Mutual funds have been one of my go-to investments for years thanks to their simplicity and convenience. Think of mutual funds as a financial buffet, offering a wide spread of investment options that ...

A mutual fund pools money from its shareholders and invests in stocks, bonds or short-term debt. Mutual funds are managed by professional investment advisors who ensure that the fund's portfolio ...

It doesn't matter how skilled you are. It doesn't matter how many or few years of experience you have under your belt.

I've built my mutual fund portfolio by choosing funds across different categories and AMCs, assuming that meant I was well-diversified. But I recently came across the idea that true diversification ...

Charles Schwab Corporation, with over 40 years of experience, managed an impressive $8.52 trillion in client assets as of Dec 31, 2023. It offers a range of funds, including commodities, European ...

In contrast with 2022, when cash was the only asset type in my Model Bucket Portfolios that landed in the black, every holding in all six of the portfolios delivered a positive return in 2023. (For my ...

Davis Advisors is an independent employee-owned investment firm that was founded in 1969. It offers a variety of investment products, including mutual funds, ETFs, separately managed accounts and ...

When is the best time to get out of a mutual fund? After a recent stock market dip, Ian Bloom, a financial planner in North Carolina got a panicked call from a VIP client: his mom. Other WRAL Top ...

December is ideal for reviewing investments and rebalancing portfolios, especially considering mutual fund distributions. By selling before distributions, investors may reduce their tax liability.

When it comes to saving and investing for retirement, less is more. The keys to success are setting a decent savings rate and investing the funds in a straightforward, low-cost portfolio. We can’t ...

Regular contributions to your retirement portfolio help your portfolio to grow even during less than ideal months where you fail to outperform the S&P 500. Not every month will be a winner, but ...