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 ...

Are your investment managers greenwashing? Greenwashing is generally seen as intentional misrepresentation of a mutual fund by its manager to claim that the fund intends to be “sustainable,” , ...

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 ...

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 ...

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 ...

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 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 ...

Looking for the best way to track the U.S. large-cap market in your long-term portfolio? See how the top S&P 500 index funds ...

Big bets in mutual funds usually do not pay off. My recent research documenting 25 years of large bets in mutual funds shows that even successful big bets often don’t make up for index-trailing ...