Analyzing ETF and Mutual Fund Options for Your Investment Portfolio

Analyzing mutual funds and ETFs for your investment portfolio.

Sorting through your list of 401(k) options or looking at ads for mutual funds or exchange-traded funds (ETFs), you may feel overwhelmed by all the choices. But knowing how to approach basic fund analysis can make the universe of fund options a little less daunting to navigate. Let’s say you hear about a broad market… Read More

Better Choices for Investors Help Put the Squeeze on Mutual Fund Fees

Mutual fund fees appear to be on the decline in recent years

With all the talk about how fees can negatively impact investment returns, particularly over the long run, it’s nice to see the new research showing that mutual fund fees have started to come down. According to a recent article in Morningstar magazine (March, 2015), the average investor in open-ended mutual funds paid 0.71% in expenses… Read More

How Much am I Paying in Investment Expenses?

Abstract Business Tip of the Dollar Iceberg.

Geoff Considine

This is the seventh installment in our series on how individual investors can assess their financial health. In my experience, I’ve found that many people have no idea how much they’re paying for the privilege of investing. And survey data supports my observations. Ignorance is not bliss. Analysis of investment expenses suggests that many people… Read More

Perpetually Out of Step

Geoff Considine

There is increasing evidence of big flows of money into equities and leaving bonds.  This is being seen at all levels in the market, including among institutional investors such as pension plans.  The Wall Street Journal just published an article discussing this shift called Are Mom and Pop Heading for Wall Street?   Mutual fund flows… Read More