Investor Education Center


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Videos of Adam Bold discussing investment and economic issues.  Subscribe.


Investment clubs: good idea?

They're popular, but the best way to invest?

Investing doesn't need to be complicated

Adam Bold, founder and C.E.O. of The Mutual Fund Store, recommends avoiding any investments you don't understand.

Name brand funds: good or just good marketing?

Adam Bold, founder and C.E.O. of The Mutual Fund Store, says you can't judge a fund by the name alone.

Advisor fees

Adam Bold, founder and C.E.O. of The Mutual Fund Store, talks about investment fees and how much attention you should pay to them.

Wait for a rebound or sell the fund?

Adam Bold, founder and C.E.O. of The Mutual Fund Store, provides insight into when to sell a mutual fund.

Asset Allocation

Adam Bold talks about asset allocation

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.

Investment life cycle

Adam Bold talks about the investment life cycle

Gold: all that glitters?

Has the easy money already been made in gold?

Managed vs. Index Funds

Adam Bold talks about the difference between managed and index funds

Variable and universal life policies

Adam offers some thoughts on variable and universal life policies.

Getting back in the market

Adam Bold talks about getting invested again

Fund manager leaves...should you?

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

529 Plans

Adam Bold talks about 529 college savings plans

Don't load up on company stock

There's danger in putting too many company eggs in your basket.

market timing

Adam Bold talks about timing the market

Annuities

Adam Bold, founder and C.E.O. of The Mutual Fund Store, offers guidance on annuities.

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.

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.

Don't Buy Annuities

Fear driving you to seek the "security" of annuities? Adam Bold, CEO of The Mutual Fund Store, explains how annuities take advantage of fearful investors with unrealistic guarantees, and why annuities are such a bad idea for most investors.

Adam Bold on planning

Adam Bold, founder and C.E.O. of The Mutual Fund Store, highlights the importance of having--and sticking with--your financial plan.

401(k) Rollover Options -- Don't Leave your Money

Separated from a job? Don't leave your investments behind! Mutual Fund Store CEO Adam Bold discusses 401(k) rollover options, what to avoid at all costs, what might not do much for you, and the best approach for most investors.

How much is enough for retirement?

Adam Bold, founder and C.E.O. of The Mutual Fund Store, offers guidelines on how much you'll need for retirement.

About Risk

CEO and Founder of The Mutual Fund Store explores how his advisors carefully assess investors' risk tolerance and incorporate this in the selection of funds and the asset allocation of the client's portfolio.

Dollar cost averaging

Adam Bold, founder and C.E.O. of The Mutual Fund Store, explains dollar cost averaging.

Tax-loss Harvesting

Founder and CEO of The Mutual Fund Store commenting on tax-loss harvesting.

Adam Bold on reacting to news

Adam Bold, founder and C.E.O. of The Mutual Fund Store, offers thoughts on how news can affect financial decision-making.

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