mutual funds

Do You Know the Secret Costs Of Mutual Funds
  • Do You Know the Secret Costs Of Mutual Funds

Do You Know the Secret Costs Of Mutual Funds

By |April 11th, 2018|

Mutual funds are a great way for people to invest in the stock market. By allowing for instant diversification, investors without a lot of money are able to control risk and earn a higher return than if they kept their money sitting in a bank savings account.

But as much as I like mutual funds, […]

Investing 101: 3 Things You Should Know About Mutual Funds
  • Investing 101: 3 Things You Should Know About Mutual Funds

Investing 101: 3 Things You Should Know About Mutual Funds

By |August 30th, 2016|

The following post was originally published on Debt Free Guys

This is our second post our Investing 101 series.  See the whole series here. As 51 percent of Americans didn’t save for retirement in 2014, they unfortunately have so far missed out on the fourth longest bull market run in history. The most common reason survey […]

Motif Investing as an Alternative to Mutual Funds
  • Motif Investing as an Alternative to Mutual Funds

Motif Investing as an Alternative to Mutual Funds

By |March 24th, 2016|

Motif Investing offers a very unique way to trade stocks, and it provides an inexpensive way to build a long-term portfolio. You do not buy individual stocks; instead, you buy groups of about 30 stocks and other securities based on certain investment criteria – usually by industry. Each group is called a “motif,” and […]

Jump On It: Mutual Funds and Exchange Traded Funds
  • Jump On It: Mutual Funds and Exchange Traded Funds

Jump On It: Mutual Funds and Exchange Traded Funds

By |February 24th, 2016|

Do you know the difference between mutual funds and Exchange Traded Funds (or ETFs)? If not, this next video in the Charisse Says series on Modest Money is for you. In the video, “Jump On It: Mutual Funds and ETFs”, I explain the basics of mutual funds and ETFs and why they are an […]

5 Investment Gifts That Will Be More Than Worth It in 2016
  • 5 Investment Gifts That Will Be More Than Worth It in 2016

5 Investment Gifts That Will Be More Than Worth It in 2016

By |January 25th, 2016|

Holiday season may be a memory, but that doesn’t mean you won’t have to buy any other gifts in 2016. All those birthdays, anniversaries and special moments should be properly celebrated – and this will most likely involve giving presents as well.

Investment gifts are a great option when you want to offer more than […]

Betterment vs. Mutual Funds: A Comparison
  • Betterment vs. Mutual Funds: A Comparison

Betterment vs. Mutual Funds: A Comparison

By |August 21st, 2014|

Mutual funds have a long history of underperformance vs. the overall stock market indices. To make matters worse, they also charge exorbitant fees for all kinds of standard business expenses. It’s no wonder that with the surge in online brokers and online innovators, that someone would come along and create a better way to […]

Top 5 Things Mutual Fund Companies Don’t Really Want You to Know
  • Top 5 Things Mutual Fund Companies Don’t Really Want You to Know

Top 5 Things Mutual Fund Companies Don’t Really Want You to Know

By |April 22nd, 2013|

The following is a guest post. If interested in submitting a guest post, please read my guest posting policy and then contact me.

If you are planning to have investments in mutual funds, here are 5 things you must know before investing.

1. The majority of mutual funds underperform the stock market

Historically the majority of mutual funds […]

Preparing To Venture Into Investing
  • Preparing To Venture Into Investing

Preparing To Venture Into Investing

By |February 19th, 2013|

When I first set out on my personal finance blogging journey, one of the areas I knew I needed to improve upon was investing.

Over the years I’ve been making the mistake of listening to the ‘financial advisors’ at my bank as I tried to venture into investing. At the time I didn’t realize that […]