Tag Archives: mutual funds

Rats! My Mutual Fund Did Real Well Last Year

Posted on May 9, 2011 by Cale Smith

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…

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10 Things You Should Know Before Investing in Mutual Funds

Posted on May 4, 2011 by Cale Smith

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…

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Handout from Investor Meeting

Posted on February 24, 2011 by Cale Smith

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…

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