A mutual fund (called ‘unit trust’ in Asia) is an investment vehicle that pools money from many individual investors. A professional fund manager invests and manages these funds into stocks, bonds and other securities. People…

Which of your investments worried you most during the recent market correction? If it was one of your smaller holdings, you’re not alone. We all have only so much time and so many brain cells…

Believe that a part of the economy will be particularly strong or a part of the stock market is undervalued? Sector mutual funds are one way of investing in market niches. Sector funds enable you…

The S&P 500 is up about 7.5% thus far this year. That’s a good return for just over six months. Will it keep going up? Consider this. The earnings of the S&P 500 companies are…

There was an excellent article discussing the pros and cons of investing in Exchange Traded Funds (ETFs) in the July 3rd Wall Street Journal: As ETFs Seek Niches, Risks Rise (unfortunately, The Wall Street Journal…

One of the mantras of mutual fund investing is to look at a fund’s turnover before you buy it. The implication is that a high turnover is bad. (Turnover is the percentage of a funds…

It’s a headline that every stock market investor fears will happen. The markets crash and their hard-earned nest egg evaporates. They’re forced to go back to work and must resort to eating beans and rice….

Since its inception in 1998, the Roth IRA, (“Roth” for its legislative sponsor, the late Senator William Roth, and “IRA” for individual retirement account), has been one of the most popular retirement vehicles in the…

Mutual funds are one of the financial world’s most popular investment vehicles, and for good reason. For a relatively small investment, these funds give individual investors the ability to buy a diverse portfolio of stocks…

An IRA is an Individual Retirement Account, which provides either a tax-deferred or a tax-free way of saving for future retirement. There are many varied forms of accounts within the world. Depending on the superb…

Mutual funds are good options for American investors to meet their financial goals. These funds offer professional management and diversification of the funds invested. Mutual funds assets in 1990-2000 rose from 1.065 trillion to a…

How many of you remember the immortal words of P. T. Barnum? Of Yogi Berra? On Wall Street, the incubation period for new product scams may be measured in years instead of minutes, but the…

There are a number of companies that handle investment for clients both large and small. Evergreen Mutual Funds is one such company. Falling into the mid- to large-size range as far as investment companies are…