Investor Education Center
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
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Adam Bold outlines the basic investment philosophies in place for Mutual Fund Store clients.
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Adam Bold discusses Royce Low Priced Stock (RYLPX), a small cap value fund.
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Just like IRAs, there are differences between Roth and traditional 401(k)s, and deciding which to use isn’t the same for everyone.
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Adam Bold discusses the advantages of investing in mutual funds vs. individual stocks.
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Complexity of variable annuities and high commissions, high expenses, lack of liquidity and tax treatments not for most investors.
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Health care is expensive, and it can become a burden late in life. Adam explains long-term care insurance and what it covers.
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Here's why performance reports are important, and what you should look for on them.
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Adam Bold discusses Cohen & Steers Realty Shares (CSRSX), a mid cap growth fund in the real estate sector.
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Adam Bold discusses Fairholme (FAIRX), a large cap value fund.
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Adam Bold discusses Kinetics Paradigm (WWNPX), a large cap growth fund.
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Adam talks about making sure your investments have the proper balance.
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You read and hear about fixed, equity-indexed and variable annuities, but do you know what they are?
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Find out when your savings plan may make you a millionaire!
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These files are produced and presented by The Mutual Fund Store® for educational purposes. The opinions expressed should not be considered as investment advice. Before making any investment decisions, please contact a financial advisor.
The opinions provided on funds or interviews listed above are specific to the dates of occurrence; funds marked with an asterisk have been recommended by Adam Bold on The Mutual Fund Show®. His recommendations are his opinion and are based on a specific situation and may not be appropriate in all circumstances. The opinions expressed are those of the interviewee and general in nature; they should not be interpreted as specific advice for your investments or portfolio. For more information on a fund manager or mutual fund, see the fund’s latest prospectus.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes.