Tag Archives: mutual funds
Rats! My Mutual Fund Did Real Well Last Year
Consider this problem: you walk through the local grocery store and spot a Money magazine. Right there, in bright gold 48 point font, you see that the mutual fund you picked several years ago is now listed as “One of … read more…
Posted in For Investors
Tagged mutual funds
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10 Things You Should Know Before Investing in Mutual Funds
It probably wouldn’t surprise you to know that I am not a fan of mutual funds. That’s why I run a Spoke Fund®, after all. What’s wrong with mutual funds? Let’s start with…high fees, hidden costs, kickbacks, frequent trades, style … read more…
Posted in For Investors
Tagged mutual fund, mutual funds, spoke fund, stocks
Comments Off on 10 Things You Should Know Before Investing in Mutual Funds
Handout from Investor Meeting
Here’s the packet I gave folks at the IIM annual meeting last Saturday – my notes from Louis Lowenstein’s terrific book, The Investor’s Dilemma. Highly recommended reading for anyone who invests in mutual funds. Click the Download link immediately below … read more…
