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1035 exchange

9/18/2004
Allows an investor to move money to another annuity company without tax implications

12b-1 Fee

11/15/2003
Fee paid to the fund manager for managing the fund.

Actively Managed 401(k)

1/24/2004
Evaluating fees to manage a 401(k) account.

Advisor Compensation

7/31/2004
There are various ways an advisor is paid.

Age of Liquidity

8/16/2003
The age an investor moves from a focus on growth.

Annuities Versus Mutual Funds

4/24/2004
Taxes, surrender fees and choices.

Auction Rate Securities

4/19/2008
Closed end bond funds generate extra returns for shareholders.

Basic Investment Philosophy

6/26/2004
If you're going to take the risk of the market, you owe it to yourself to be in the best funds.

Buying Low

1/6/2007
Mutual funds are not like stocks in terms of buying low and selling high.

Cap Size

6/5/2004
Capitalization--the size of a company.

Capital Gains

2/4/2006
Choose a tax efficient fund.

CD Ladder

12/10/2005
Evaluating this investment option and staying ahead of inflation.

Changing Advisors

5/31/2003
Factors to consider when looking for a new investment advisor.

Charitable Annuity

6/17/2006
A comparison of a Charitable Annuity and a Charitable Remainder Trust.

Charitable Foundations

7/26/2003
Interview with Laura McKnight, Greater Kansas City Community Foundation

Charitable Remainder Trust

6/17/2006
A comparison of a Charitable Remainder Trust and a Charitable Annuity.

Collective Trust

10/31/2009
A "private" mutual fund.

Core Values and Philosophy

3/6/2004
Beliefs of The Mutual Fund Store and The Mutual Fund Show.

Deferred Compensation

9/18/2004
An explanation of this employer retirement plan.

Economic Rescue Plan

10/4/2008
Adam's insight on the 2008 action.

Equity Index Annuities

12/6/2003
Information on equity index annuities.

Financial Engines

2/12/2005
A company providing online financial planning advice.

First Command Financial Planning

8/16/2003
Commentary on a company selling financial products to the military.

First Command Update

10/16/2004
Commentary on a company selling investment products to the military.

First Command Update, Part II

12/18/2004
Commentary on a company selling investment products to the military.

Ginnie Mae and Fannie Mae

4/5/2003
An explanation of the differences between Ginnie Mae and Fannie Mae funds.

Hansel & Gretal

11/15/2008
Think before you invest in an annuity.

Index Linked Notes

3/18/2006
A bond without a fixed interest rate.

Interest Rates and the Federal Reserve

12/15/2007
Rates controlled by the Federal Reserve.

Interview with Brad Evans

1/31/2009
Heartland Value Plus Fund

Interview with Chuck Akre

1/31/2009
FBR Focus Fund

Interview with Cory Gilchrist

1/31/2009
Marsico 21st Century Fund

Interview with Dan Fuss

12/19/2009
Loomis Sayles Bond Retail Fund

Interview with Don Hodges

12/19/2009
Hodges Fund

Interview with Donald P. Morgan, Economist

2/14/2009
Seismic Effects of The Bankruptcy Reform

Interview with Greg Hopper

1/31/2009
Artio Global High Income Fund

Interview with Kent Croft

10/25/2008
Croft Value Fund

Interview with Mark Yockey

5/17/2008
Artisan International Fund

Interview with Michael Cuggino

10/25/2008
Permanent Portfolio Fund

Interview with Peter Doyle

12/19/2009
Kinetics Paradigm Fund

IRA Rollover

5/3/2003
Rolling your IRA to a self-directed IRA.

IRS Revenue Ruling 90-24

6/18/2005
A new ruling affecting 403(b) plans.

Lynn O'Shaugnessy, Author

8/29/2009
TheCollegeSolutionBlog.com

Managed Accounts

4/3/2004
Insight on investing in a managed account.

Medical Savings Accounts

4/10/2004
An explanation of a medical savings account.

Mutual Fund Store Strategy

2/6/2010
Perspectives on the Economy

Mutual Fund Store versus Show

3/20/2004
The benefits of becoming a client of The Mutual Fund Store.

Payoff Mortgage Early or Invest?

4/24/2004
Evaluating whether to pay off your mortgage early or invest the money.

Redemption Strategy for Income

5/17/2003
Developing a distribution strategy for retirement.

S&P 500

5/15/2004
Standard & Poors list of 500 large US companies.

Schwab Internal Review

11/15/2003
Commentary Charles Schwab voluntary internal review.

Selecting 401(k) Provider

4/16/2005
Evaluation criteria to look at when choosing a 401(k) provider.

Selecting an Advisor

7/31/2004
Considerations when choosing an investment advisor.

Share Classes

5/17/2003
An explanation of fund share classes.

Starting Your Own Mutual Fund

6/21/2003
The process of starting a mutual fund.

Survivorship Bias

7/15/2006
Doesn't generally apply to an individual fund; it applies to groups of funds.

Thrift Savings Plan

5/17/2003
A retirement fund for federal employees, similar to a 401(k) plan.

Too Good to be True

6/21/2003
Be wary of investments with guaranteed high returns.

Uniform Gift to Minors

7/17/2004
An investment savings option for children.

Unit Investment Trust

6/3/2006
Similar to a mutual fund, but with no management.

Variable Annuities' Guaranteed Returns

11/22/2003
Information on variable annuties.

Funds that have the symbol * 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.
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