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Benefits of VAs outweighed by costs, complexity Variable annuities’ complexity, high commissions, high expenses, lack of liquidity and tax treatments not for most investors.
401k account rollover options Because of issues with other options, moving qualified retirement assets to a self-directed IRA provides benefit and flexibility.
Changing Advisors Factors to consider when looking for a new investment advisor.
Mutual Fund Store Strategy Adam shares what investors should have learned from down markets in recent years.
Load vs. no-load funds Adam Bold, founder and C.E.O. of The Mutual Fund Store, talks about the added costs of loaded funds, and compares them to no-load funds.
Adam Bold talks about converting to a Roth IRA Adam Bold, founder and CEO of The Mutual Fund Store offers advice for those thinking of converting qualified assets to a Roth IRA.

Benefits of VAs outweighed by costs, complexity
Variable annuities’ complexity, high commissions, high expenses, lack of liquidity and tax treatments not for most investors.

401k account rollover options
Because of issues with other options, moving qualified retirement assets to a self-directed IRA provides benefit and flexibility.

Changing Advisors
Factors to consider when looking for a new investment advisor.

Mutual Fund Store Strategy
Adam shares what investors should have learned from down markets in recent years.

Load vs. no-load funds
Adam Bold, founder and C.E.O. of The Mutual Fund Store, talks about the added costs of loaded funds, and compares them to no-load funds.

Adam Bold talks about converting to a Roth IRA
Adam Bold, founder and CEO of The Mutual Fund Store offers advice for those thinking of converting qualified assets to a Roth IRA.

Recently Added

Are 529 plans the best choice for funding college? 529 education plans offer several general benefits, but also include enough disadvantages that they may not be the best option.
Actively-managed funds offer unrestricted holdings Actively-managed funds offer advantages over index funds in that managers are not forced to own shares of any specific company.
Advisor Compensation There are various ways an advisor is paid.
Interview with Don Hodges Hodges Fund
You don't need a "crisis" fund Adam Bold, founder and C.E.O. of The Mutual Fund Store, says fund managers are as aware as anyone of changing market conditions.
Fund manager leaves...should you? What should you do if the person making the buy, sell and hold decisions leaves?

Are 529 plans the best choice for funding college?
529 education plans offer several general benefits, but also include enough disadvantages that they may not be the best option.

Actively-managed funds offer unrestricted holdings
Actively-managed funds offer advantages over index funds in that managers are not forced to own shares of any specific company.

Advisor Compensation
There are various ways an advisor is paid.

Interview with Don Hodges
Hodges Fund

You don't need a "crisis" fund
Adam Bold, founder and C.E.O. of The Mutual Fund Store, says fund managers are as aware as anyone of changing market conditions.

Fund manager leaves...should you?
What should you do if the person making the buy, sell and hold decisions leaves?

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