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Videos of Adam Bold discussing investment and economic issues.  Subscribe


Performance Reports

Here's why performance reports are important, and what you should look for on them.

Women and investing

Adam Bold believes women need to pay special attention to investing.

Asset Allocation

Adam talks about making sure your investments have the proper balance.

Can a mutual fund be too large?

Adam Bold discusses constraints some managers have when mutual funds become too large.

Long Term Care Insurance

Health care is expensive, and it can become a burden late in life. Adam explains long-term care insurance and what it covers.

Current crises are old news

Adam Bold offers thoughts on history repeating itself, and how investing in today’s crises is no different than the past.

The Truth about Viaticals

Adam explains viaticals, their downsides, and why he chooses to avoid them as investments.

Stocks vs. mutual funds

Adam Bold discusses the advantages of investing in mutual funds vs. individual stocks.

Handling Life Insurance Proceeds

Receiving life insurance proceeds happens during an emotional time. Adam walks you through ways to handle it.

Target-date funds

Adam Bold offers reasons why the concept of target-date funds is good, but execution has been a challenge.

The benefit of a beneficiary

Life insurance policies are important, but so is naming a beneficiary for them.

Ginnie Mae investments (GNMA)--smart?

Adam Bold explains why Ginnie Maes (GNMA) are not a good investment option right now.

As You Near Retirement

Here are some of the moves investors should make as they approach retirement.

Borrowing from your retirement plan

Adam Bold recommends that investors generally should not borrow from retirement plan accounts.

Catching Up on Retirement Contributions

Adam talks about the ways to catch up if you're behind on retirement funding.

Variable and fixed annuities

Adam Bold explains the differences between fixed and variable annuities.

Chasing Returns

It's a common investing affliction: chasing returns.

Using multiple investment advisors

Adam Bold says asset allocation is great...but spreading out investments among multiple investment advisors is not.

Investing Patience

Smart investing means showing patience.

Bonds: duration and maturity

Adam Bold explains the impact interest rates and maturity have on bond values and how rates and duration affect bond fund values.

Teaching Kids Budgeting

Instead of trying to teach children about finance, offer simple advice on keeping on a budget.

401(k) Mistakes

Some common mistakes people make with their 401(k) accounts.

Pay Off Your Mortgage?

It's not always the best financial move to pay off a mortgage early.

The facts about mutual fund expenses

Adam Bold says focus on what the mutual fund pays you--not the fund expenses you pay.

Brokers vs. Financial Advisors

The differences between stock brokers and fee-only financial advisors.

Don't leave your money when you leave your job

Adam Bold explains how to consolidate forgotten 401(k) accounts into a Rollover IRA for more investment choices.

Why should you invest?

Adam Bold explains how the investing process offers you an opportunity to meet specific financial goals.

Incentives for mutual fund recommendations

Adam Bold explains how The Mutual Fund Store investment advisors never have a dual agenda when making mutual fund recommendations

What is investment risk?

Adam Bold lists and defines the most common forms of investment risk associated with the stock and bond markets.

Investment clubs: good idea?

Adam Bold believes investment clubs sometimes have educational value, but doesn't favor stocks as their investment choice.

What is a mutual fund?

Adam Bold offers a definition for mutual funds and explains the benefits they offer to all kinds of investors.

Name brand mutual funds: good or good marketing?

Adam Bold says mutual fund performance isn't necessarily driven by name brand recognition or strong marketing efforts.

Defined benefits vs. defined contributions

Adam Bold explains the differences between defined benefit plans and defined contribution plans and identifies strengths for both.

Wait for a rebound or sell your mutual fund?

Adam Bold offers advice on knowing when a good mutual fund manager has gone bad or is just going through a bad time.

Why are retirement plan investments limited?

Adam Bold outlines the reasons why some company retirement plans offer limited investment choices to employees.

Investing in gold: all that glitters?

Adam Bold explains that easy money in gold investing has already been made and it should not be a core holding.

Index funds vs. managed funds

Adam Bold explains why he believes actively-managed mutual funds are a better investment option than index mutual funds.

Variable and universal life insurance policies

Adam Bold explains why he believes variable and universal life insurance policies are not typically good investments.

401(k) rollovers

Adam Bold explains that rolling over old 401(k) accounts into an IRA is easy and can offer better investment choices.

When a mutual fund manager leaves, should you?

Adam Bold discusses your options when the mutual fund manager making the daily buy, sell and hold decisions leaves.

Mutual funds for a lifetime

Adam Bold explains why be believes mutual funds can be an investment choice for investors of all ages and goals.

Don't load up on company stock

Adam Bold explains the risks of having too much of your company's stock in your investment basket.

Why pay for investing advice?

Adam Bold explains why paying for investing advice can be money well-spent.

Annuities

Adam Bold defines variable and fixed annuity products and explains why they're not good investment choices.

Who's paying your financial advisor?

Adam Bold discusses what investors should ask financial advisors--before doing business--to find out who's paying them.

Load vs. no-load mutual funds

Adam Bold discusses how the added costs of a load mutual fund affect performance and compares them to no-load mutual funds.

TIPS? Treasury inflation-protected securities

Adam Bold describes TIPS (treasury inflation-protected securities) and how and when they might fit into a portfolio.

Planning

Adam Bold discusses the importance of having--and sticking with--your strategic investment plan.

When to start saving

Adam Bold explains how most achieve investing success in saving for retirement and other goals.

How much money is enough for retirement?

Adam Bold offers guidelines for knowing when you have enough money to enjoy your retirement lifestyle.

Socially-responsible investing

Adam Bold discusses the pros and cons of socially-responsible investing (SRI).

Dollar-cost averaging

Adam Bold explains how dollar-cost averaging is a great way to accumulate money over time and distribute it in retirement.

Rising interest rates and bonds

Adam Bold worries about a bond bubble in the current environment, one likely to produce rising interest rates.

Reacting to news

Adam Bold explains that portfolio diversification limits the need to react to news that may impact markets.

Retirement money distribution

Adam Bold explains why investors need to know as much about retirement money distribution as asset accumulation.

Investing doesn't need to be complicated

Adam Bold recommends that you avoid investments or investing approaches you don't understand.

ETFs (exchange-traded funds)

Adam Bold offers reasons why he thinks ETFs (exchange-traded funds) aren't good for regular investors.

Investment advisor fees

Adam Bold says that if you feel good about the value you receive, the investment advisor fee you're paying is fair.

Emotional investing

Adam Bold explains how emotional investing can lead to low returns.

Investment life cycle

Adam Bold discusses the investment life cycle's accumulative and distributive stages and how they differ.

Pros and cons of conversion to a Roth IRA

Adam Bold discusses the pros and cons of Roth IRA conversions.

Getting back in the market

Adam Bold discusses The Mutual Fund Store's plan for getting investors back in the market.

Your money's caretaker

Adam Bold says where your investments are held in custody is crucially important.

529 plans: best for college savings?

Adam Bold discusses the pros and cons of using 529 plans to build college savings.

What is rebalancing?

Adam Bold explains the concept of rebalancing and why it’s so important for your investments.

Market-timing

Adam Bold says market-timing is difficult and creates two decisions: when to get out and when to get back in.

Investing in a single fund company--bad idea?

Adam Bold sees red flags when a financial advisor recommends investing in a single fund company.

Don't let fear drive you to annuity products

Adam Bold explains why annuity products represent a bad investment idea for most people.

These videos 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.