(2:31)
Adam Bold explains why 529 Plans may not be the best way to save for college education.
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(:39)
Scott Capace discusses Loomis Sayles Bond fund (LSBRX), a corporate bond fund.
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(4:57)
Adam Bold outlines the basic investment philosophies in place for Mutual Fund Store clients.
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(1:51)
Adam Bold discusses Lord Abbett Short Duration Income (LALDX), a short-term bond fund.
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(4:27)
Adam Bold discusses differences in fiduciary responsibility for investment advisors and broker-dealers (registered reps).
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(11:30)
Author Lynn O’Shaughnessy discusses the importance of funding retirement before saving for a child’s college education.
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(:45)
Scott Capace discusses Akre Focus (AKREX), a mid cap growth fund.
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(11:11)
Author Lynn O'Shaughnessy disects ways to fund college education, including financial aid and academic and athletic scholarships.
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(3:53)
Adam Bold discusses expense characteristics associated with primary mutual fund share classes.
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(11:10)
Author Lynn O'Shaughnessy discusses tuition costs and the need to find the right fit with your child's college choice.
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(:49)
In a rising interest rate environment, floating rate bond funds tend to perform well.
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(:40)
Adam Bold discusses the pros and cons of actively managed mutual funds and index mutual funds.
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(1:10)
Adam Bold discusses Artio Global High Income (BJBHX), a high yield bond fund.
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(2:50)
Adam Bold explains why he believes managed investment accounts may not be best for all investors.
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(1:02)
Adam Bold discusses Artisan International (ARTIX), an international large growth fund.
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(:35)
Adam Bold discusses Manning & Napier Equity (EXEYX), a large cap growth fund.
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(:28)
Adam Bold discusses Artisan Mid Cap Value (ARTQX), a mid cap value fund.
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(:43)
Adam Bold discusses Manning & Napier International (EXITX), a foreign large cap value fund.
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(;50)
Adam Bold discusses ASHTON Fairpointe Mid Cap (CHTTX), a mid cap growth fund.
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(:33)
Adam Bold discusses Manning & Napier Pro Blend Extended Term (MNBAX), a balanced fund.
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(4:00)
Adam Bold discusses how closed-end bond funds tried to generate extra returns through the use of auction-rate securities.
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(11:10)
Adam Bold and RetirementRevised.com writer Mark Miller discuss current issues facing retirees and those planning for retirement.
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(2:51)
Adam Bold explains Bankrate.com's efforts to rate banks' safety and security relating to rates for CDs, loans, credit cards, etc.
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(:49)
Scott Capace discusses Matthews Asia Growth fund (MPACX), a large cap growth fund.
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(1:13)
Adam Bold discusses BlackRock Inflation Protected Bond (BPRCX), an inflation-protected bond fund.
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(1:23)
Adam Bold defines what medical savings accounts are and explains how they're most commonly used.
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0:44
Adam Bold explains bond duration and why it's especially important in today's interest rate environment.
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(1:05)
Adam Bold discusses Metropolitan High Yield Bond (MWHIX), a high yield bond fund.
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(:45)
Adam Bold discusses Bruce (BRUFX), a mid cap blend fund.
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(:52)
Adam Bold discusses Metropolitan West Low Duration Bond (MWLDX), a short-term bond fund.
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(:35)
Scott Capace discusses Buffalo Growth (BUFGX), a largecap growth fund.
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(1:10)
Adam Bold discusses MFS Value (MEIAX), a large cap value fund.
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(1:00)
Scott Capace discusses Buffalo Micro Cap (BUFOX), a small cap growth fund.
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:20
Adam Bold explains that microcap fund performance has a low correlation to the overall stock market.
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(:49)
Adam Bold discusses Calamos Strategic Total Return (CSQ), a closed-end total return fund.
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(2:43)
Adam Bold explains why he considers midcap mutual funds in the same way as smallcap funds.
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(1:11)
Adam Bold discusses Century Small Cap Select (CSMVX), a small cap growth fund.
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(2:51)
Adam Bold explains that he likes Morningstar.com's data, but questions the system it uses to rate mutual funds.
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(2:26)
Adam Bold discusses some of the advantages clients of The Mutual Fund Store have over listeners to The Mutual Fund Show.
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(1:25)
Adam Bold explains that mutual fund expense ratios shouldn't be a primary factor when choosing mutual funds to invest in.
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(:57)
Adam Bold discusses Cohen & Steers Realty Shares (CSRSX), a mid cap growth fund in the real estate sector.
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(1:18)
Adam Bold explains that mutual fund loads (sales charges) are not directly tied to management fees associated with a fund.
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(1:58)
Adam Bold defines collective trusts as a 'private' mutual fund available to employees through company retirement plans.
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(2:25)
Adam Bold explains that investors don't have to know what the future holds; mutual fund managers handle that for them.
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(1:04)
Adam Bold discusses Conestoga Small Cap (CCASX), a small cap growth fund.
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(5:28)
Adam Bold outlines The Mutual Fund Show's core values and philosophy for its listeners.
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(:47)
Adam Bold explains convertible bonds and says they offer benefits for investors and issuing companies.
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(:53)
A fund's capital gains and interest earnings are passed along to shareholders in the form of distributions.
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(2:06)
Adam Bold advises on considerations to keep in mind when developing a strategy for retirement income.
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(:30)
Adam Bold discusses Mutual Quest (MQIFX), a large cap blend fund.
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(2:23)
Adam Bold discusses Dodge & Cox International (DODFX), a foreign large cap value fund.
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(1:14)
Adam Bold discusses Nationwide S&P 500 Index (GRMAX), a large blend fund.
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(:59)
Adam Bold discusses DoubleLine Core Fixed Income (DBLFX), and intermediate-term bond fund.
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(:59)
Scott Capace discusses Neuberger Berman International (NBISX), a foreign large blend fund.
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(:36)
Adam Bold discusses DoubleLine Total Return Bond (DLTNX), and intermediate-term bond fund.
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(:28)
Scott Capace discusses Nicholas Limited Edition I (NCLEX), a small cap growth fund.
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(10:55)
University of Kansas Professor of Finance Dr. Kelly Welch discusses how investors evaluate risk
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(:47)
Scott Capace discusses Nuveen Real Estate Securities (FREAX), a mid cap blend fund in the real estate sector.
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(1:50)
Adam Bold explains how equity index annuity products don't always allow investors a full participation in market growth.
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(1:54)
Adam Bold explains the differences between open-end and closed-end funds.
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(1:08)
Adam Bold explains the importance of looking at total returns when evaluating growth funds, including stock dividend rates.
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(:36)
Scott Capace discusses Perkins Mid Cap Value fund (JMCVX), a mid cap value fund.
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(:48)
Adam Bold discusses Fairholme (FAIRX), a large cap value fund.
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(:54)
Adam Bold discusses Permanent Portfolio (PRPFX), a balanced fund.
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(1:32)
Adam Bold discusses Federated Strategic Value Dividend (SVACX), a large cap value fund.
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(2:23)
Adam Bold discusses Pro Shares Ultra Crude Oil (UCO), a trading-leveraged commodities fund.
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(1:30)
Scott Capace discusses Fidelity Leveraged Company Stock fund (FLVCX), a mid cap blend fund.
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(2:27)
Adam Bold explains a concern he has with Exchange-Traded Funds (ETFs): Does their value equal that of their underlying securities?
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(:55)
Adam Bold discusses Fidelity Select Medical Delivery (FSHCX), a large cap growth fund in the health care sector.
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(0:46)
Adam Bold explains why rebalancing your portfolio has such an important role in managing your investments.
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(1:27)
Adam Bold discusses Forward International Small Company (PISRX), a foreign small cap growth fund.
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(2:01)
Adam Bold offers advice for rolling over retirement plan assets into a self-directed IRA.
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(1:27)
Adam Bold discusses Franklin Income (FKINX), a balanced fund.
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(2:34)
Adam Bold explains that Roth IRA conversion options are not necessarily all they're touted to be.
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(1:01)
Adam Bold explains why he believes fund managers should be invested in the funds they manage.
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(:30)
Adam Bold discusses Royce Low Priced Stock (RYLPX), a small cap value fund.
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(:38)
Adam Bold discusses Gabelli Asset (GABAX), large cap value fund.
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(:36)
Scott Capace discusses Scout Mid Cap fund (UMBMX), a mid cap growth fund.bond fund.
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(1:17)
Adam Bold discusses Gabelli Utilities (GABUX), a mid cap value fund in the utilities sector.
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(1:16)
Adam Bold discusses Selected American Shares (SLADX), a large cap value fund.
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(2:29)
Adam Bold discusses the differences between Ginnie Mae (GNMA) and Fannie Mae (FNMA) funds.
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(:41)
Adam Bold explains how moving assets into a self-directed IRA from a retirement account gives flexibility to investors.
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(4:37)
Adam Bold explains that growth fund managers look for companies which are increasing earnings more quickly than others.
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(1:22)
Fund companies typically don't have all the best funds in every category under their management.
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(:57)
Adam Bold discusses Harbor Bond (HABDX), and intermediate-term corporate bond fund.
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(6:15)
Adam Bold explains how the SIPC (Securities Investor Protection Corporation) provides investment asset insurance for investors.
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(:38)
Adam Bold discusses Heartland Value Plus (HRVIX), a small cap value fund.
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(2:43)
Adam Bold explains that smallcap funds invest in shares of stock from companies worth less than $1 billion.
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(:49)
Adam Bold explains how high-yield corporate bonds can provide some protection in times when interest rates are on the rise.
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(1:03)
Adam Bold discusses SSGA International Stock Selection (SSAIX), a foreign large cap value fund.
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(:44)
Adam Bold discusses Hodges (HDPMX), a small cap growth fund.
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(1:06)
Adam Bold discusses T. Rowe Price Capital Appreciation (PRWCX), a large cap blend fund.
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(1:15)
Adam Bold says it's a challenge for most investors to pick good funds, including municipal bond funds.
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(1:22)
Adam Bold discusses T. Row Price Media & Telecommunications (PRMTX), a large cap growth fund in the communications sector.
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(1:15)
Adam Bold explains the differences in floating rate bonds and high-yield bonds.
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(:58)
Adam Bold discusses Templeton Global Bond (TEGBX), a international bond fund.
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(1:21)
Adam Bold discusses Hussman Strategic Growth (HSGFX), a large balanced fund.
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(3:54)
Adam Bold explains how and why the Federal Reserve's actions affect general interest rates and economic growth in the U.S.
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(2:52)
Adam Bold explains that index-linked notes are essentially bonds without a fixed interest rate offered by large banks.
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(1:26)
Adam Bold talks about the inverse relationship between interest rates and bonds.
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(1:50)
Adam Bold offers factors to consider and be wary of when researching international bond fund options.
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(:48)
Adam Bold discusses investing in a sector before it runs up in value, not afterward.
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(1:51)
Adam Bold recommends not investing in a stock fund with concentrated risk in one country or international region.
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(1:53)
Adam Bold offers insight on the Thrift Savings Plan, a retirement program available for federal employees.
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(:40)
Adam Bold discusses Intrepid Small Cap (ICMAX), a small cap value fund.
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(:39)
Adam Bold discusses Tocqueville Select (TSELX), a small cap value fund.
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(1:08)
Adam Bold explains how inverse bond funds work and believes they might be too speculative for many investors.
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(:48)
Adam Bold describes why investor decisions often lead to lower returns than a fund's total return.
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(2:40)
Adam Bold evaluates factors in deciding to invest money or using it to pay off your mortgage early.
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(1:02)
Adam Bold discusses how uniform gifts to minors accounts work (UGMA) and when they may be appropriate for use.
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(7:03)
Adam Bold discusses investing options for assets in retirement accounts and believes a rollover to a self-directed IRA is best.
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(1:14)
Adam Bold explains why he's wary about the timing for buying utilities stocks.
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(2:44)
Adam Bold discusses the process for deciding if a lagging mutual fund has gone bad or is going through a difficult stretch.
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(4:37)
Adam Bold explains that value fund managers look to invest in companies with undervalued shares of stock.
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(1:47)
Adam Bold discusses iShares Cohen & Steers Realty Majors (ICF), an ETF in the real estate sector.
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(:49)
Adam Bold discusses Vanguard Global Equity (VHGEX), a large cap world stock fund.
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(1:18)
Adam Bold discusses iShares Dow Jones US Health Care Provider (IHF), a health care sector ETF.
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(1:08)
Adam Bold discusses Vanguard High Yield Corporate (VWEHX), a high yield bond fund.
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(:39)
Adam Bold discusses Janus Contrarian (JSVAX), a large cap growth fund.
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(0:47)
Adam Bold discusses Vanguard Life Strategy Conservative Growth (VSCGX), a large blend fund.
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(1:21)
Adam Bold discusses Jenson Quality Growth (JENSX), a large cap growth fund.
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(:39)
Adam Bold discusses Vanguard Windsor (VWNDX), a large cap value fund.
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(1:59)
Adam Bold discusses John Hancock Preferred Income III (HPS), a preferred stock fund.
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(:57)
Adam Bold says the devil is in the details when it comes to guaranteed returns in variable annuity products.
|
1:00
Adam Bold explains why he recommends not investing in tax-lien certificates
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(4:50)
Adam Bold offers reasons why he does not endorse variable annuity products as an investment choice.
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(:53)
Adam Bold discusses Kinetics Paradigm (WWNPX), a large cap growth fund.
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(:32)
Adam Bold discusses Wasatch Large Cap Value (FMIEX), a large cap value fund.
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(2:43)
Adam Bold explains that largecap funds invest in shares of stock from multi-billion dollar companies.
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(:35)
Adam Bold discusses Wells Fargo Advantage Growth (SGROX), a large cap growth fund.
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(1:07)
Adam Bold defines largecap and smallcap companies and their usage in mutual funds.
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(1:49)
Most investments involve risk; the amount you can tolerate helps determine your investment plan.
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(1:18)
Scott Capace discusses Laudis Growth Investors US Large Cap Growth Fund (LGILX), a large cap growth fund.
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(2:37)
Adam Bold discusses ETFs, explaining that the 'F' in ETF is short for fund, as in mutual fund.
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(1:39)
Adam Bold discusses Lazard Developing Markets (LDMOX), a large cap blend fund in the emerging markets sector.
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(1:34)
Adam Bold explains the S&P 500 and how it's used as a measure of comparison for investing succcess.
|
(10:02)
Adam Bold shares investing strategy lessons investors should take from down markets in the last decade.
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(10:24)
Adam Bold provides recommendations and strategies for evaluating and hiring investment advisors.
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(1:47)
Adam Bold discusses Leuthold Asset Allocation (LAALX), a balanced fund.
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(:54)
Timing your decisions to buy or sell a fund isn't easy; use your plan and objectives to guide your decisions.
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(3:13)
Adam Bold offers advice on what to look for when looking for a new investment advisor.
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(13:00)
Adam Bold uses the tale of Hansel & Gretel to explain why he doesn't like variable annuity products.
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