Small investors, mutual fund pricing, defensive investing

October 20 Roundup: Mutual Fund News & Opinions Small Investors Could Lose Financial Advisors Much is changing in the world of American mutual funds and investments generally, as a new Department of Labor Fiduciary Rule comes into effect. The latest comes from

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What is an ETF?, New mutual fund fees, & REIT mutual funds

October 19 Roundup: Mutual Fund News & Opinion What is an ETF? And should I buy them? As you likely know, an ETF resembles a mutual fund in a number of ways, but definitely not all. This article at GOBankingRates provides a

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Get started investing, mutual fund fees, & actively-managed mutual funds

October 18 Roundup: Mutual Fund News & Opinion Start Investing, Even with Just a Few Bucks Here’s the promising title of an article in the Washington Post, How to start investing if you have $1,000 or less. I’m pleased to say the story

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Biotech Mutual Funds, Mutual Fund Flows, Bond Funds

October 17 Roundup: Mutual Fund News & Opinion An Opening for Biotech Mutual Funds? What a surprise! Some drug companies discovered that increasing the price of a life-saving drug by hundreds of percent in one swoop will alienate customers and regulators. Biotech stocks, and

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October 14 Roundup: Mutual Fund News & Opinions

Investing in Index Funds Over the past couple of decades, investing in index funds has become increasingly popular. This means that rather than investing in a mutual fund or ETF that has a manager picking stocks, you have a fund company that

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October 13 Roundup: Mutual Fund News & Opinions

Mutual Fund Winners May Look Like Losers An article in the online version of Forbes looks at the predictability of mutual funds, and reports, “. . . a fund’s path to the winner’s circle is almost never a straight line.” In other words,

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October 12 Roundup: Mutual Fund News & Opinions

Bigger Rewards from Small Caps Traditionally, small caps mutual funds and ETFs would not get much notice among those looking for dividends or income from their holdings. Instead, investors bought into this corner of the market for growth, more robust growth while at

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