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March 31, 2014: A Five-Year Review
The stock market ended the first quarter of 2014 on a choppy note. Despite this fact, when one thinks back to five years ago when the bull market began, it has been a very productive period for fund investors. Read more
Dividend Funds
Investing in dividend paying stocks and funds that have an objective of selecting dividend paying securities for income and/or capital appreciation is a time tested method for success as part of a model portfolio. They are popular among individuals for their retirement portfolios and as part of their taxable investments as well. Read more
Using a Flexible Fund in Larger a Portfolio
Flexible funds give the portfolio managers the ability to shift assets based on market conditions. This type of flexibility makes these funds appropriate as a sole holding, but can also be a benefit in a more broadly diversified portfolio. Read more
Mutual Funds: The Benefits of a Family Approach
Mutual fund investors face the choice of cherry picking funds or sticking with one fund family. There are benefits to going this route and negatives; there’s also a workaround. Read more
Bond Funds are Hot, But Fear May Be Clouding Investor Judgment
Bond funds have been drawing more investment than stock funds. Since this is most likely driven by fear and performance chasing, it is worth taking a moment to consider why one would want to own bonds in the first place. Read more
Dividend Investing, Go it Alone or Use a Fund?
Investing for dividend income has become a popular niche. With new investment products attempting to fill the demand, it begs the question of whether to do-it-yourself or outsource to a professional Read more
December 31, 2013 Quarterly Mutual Fund Review
The stock market ended the fourth quarter of 2013 on a strong note. The Dow gained nearly 10% for the fourth quarter, while achieving a very impressive 26.5% return for the full calendar year. Read more
Fund Managers Should Eat Their Own Cooking
Mutual fund investors entrust their savings to the managers of their fund holdings. It’s nice to see a manager who owns a lot of the funds he or she manages. Read more
Investing in China

There is no denying that China is “hot.” While buying individual stocks is one way to gain exposure to this rapidly developing nation, mutual funds may provide a more diversified avenue. From owning individual stocks like the ones covered in The Value Line Investment Survey to using an Asian specialist like Matthews Funds, there are a plethora of options to gain exposure to China.

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Funds for Rising Rates: Floating Rate Funds

Interest rates are at historical lows. Although one can persuasively argue that rates can still go lower in the near-term, it is unlikely that they will remain this low forever. The current environment is a dilemma for income-oriented investors. Though not a solution, floating rate funds can help provide some consistency.

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