US News and World Report: How to Lose Money Investing in Bonds
11/22/2011
For the past 20 years, long-term interest rates have done nothing but decline. No one knows exactly when rates will rise, but we know they won't stay low forever. And it’s important to realize the bonds you own now could be at risk when rates head higher.
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US News and World Report: When Are Capital Gains Distributions a Bad Thing?
11/15/2011
You need to know if funds will pay a distribution because Uncle Sam will want his cut if you own those funds in taxable accounts. You also need to know the date your funds plan to make their distributions.
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US News and World Report: Time for Tax-Loss Harvesting
11/8/2011
While tax-loss harvesting won’t restore actual investing losses, it can put money in your pocket through lower tax bills. And your new investments can leave you well-positioned to take advantage of the market’s next run-up.
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US News and World Report: Life Insurance--Avoid Universal and Variable Policies
11/1/2011
A much better strategy is buying term life insurance and using the money you’d otherwise spend on variable life insurance to invest on your own. That way your life insurance costs will be much lower.
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US News and World Report: Why Investors Don't Need Multiple Advisors
10/25/2011
There's no good reason to have more than one advisor, especially if you have a good one you trust. It takes only one advisor to develop an investment plan tailored to meet your goals.
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US News and World Report: Know Yourself as an Investor
10/18/2011
To determine what type of investor you are, think about your personal limitations, as well as your strengths and weaknesses. Are you patient? Do you tend to get nervous when times are tough? How well do you handle risk? Do you like to take chances?
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US News and World Report: What Do NFL Quarterbacks and Fund Managers Have in Common?
10/11/2011
You can find out about quarterback changes by flipping on ESPN, but you won’t get “quarterback” changes at fund companies quite as immediately.
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US News and World Report: A Great Sale on Stocks
10/4/2011
For some reason, stocks are the one thing people don’t tend to buy when prices are low.
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US News and World Report: Don't Rush to Buy Gold
9/20/2011
The allure of gold, which has jumped from around $500 per ounce five years ago more than $1,800 today, reminds me of market darlings of yesteryear.
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US News and World Report: 4 Things You Should Know About Market Volatility
9/13/2011
Intellectually, it's easier to recognize that daily movements, including big down days, don't have much impact on your long-term investment plan. Emotionally, it's more of a challenge.
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US News and World Report: The Cost of Being Out of the Market
9/6/2011
When it comes to your investments, you should avoid reacting to falling prices by jumping out of the market.
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US News and World Report: What Your Spouse Should Know About Your Investments
8/30/2011
By giving your spouse this basic information about your investments, there will be a better understanding if you get sick or when something unexpected happens to you.
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US News and World Report: For Investors, Patience Pays
8/23/2011
What's the best thing you can do during times of uncertainty and high volatility? Don't panic.
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US News and World Report: 5 Points to Remember When the Market is Volatile
8/16/2011
The reality is, investing isn't a short-term process. You're in it for the long term.
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US News: Is Cash a Smart Investment?
8/11/2011
Because yields are so low, basically you're getting nothing on cash. --Adam Bold
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Associated Press: Junk-bond investors need courage, diversification
8/9/2011
"For a portion of growth investors--not just income investors--high yield bonds should represent a place to have money invested." --Adam Bold
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US News and World Report: What to Do With an Old 401(k)
8/9/2011
When you leave your job, you have to make a decision about what to do with the money you've accumulated in your 401(k) or 403(b) retirement plan.
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US News and World Report: Stick With Tried-and-True Funds
8/2/2011
If you invest in a new gimmicky fund and lose money, those losses can compound over time. That can make a big difference and hurt your investment returns.
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US News and World Report: Why This Debt Crisis Isn't Different
7/26/2011
You've probably heard the saying: "Those who cannot remember history are doomed to repeat it."
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US News and World Report: Why Proper Asset Allocation Is Important
7/19/2011
It's very important for investors to have a proper asset allocation because the market goes through cycles.
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US News and World Report: How to Introduce Budgeting to Kids
7/12/2011
Instead of putting a priority on teaching kids about investing, start teaching them about how to budget.
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US News and World Report: How To Avoid Becoming a 'Collector' of Investments
6/27/2011
A lot of people believe they have an investment plan that's diversified with some sort of asset allocation. However, what they really have is a collection of investments.
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US News and World Report: Fund Mail--What To Keep and What To Toss
6/21/2011
You should keep a few documents, but many can be thrown out.
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US News and World Report: Don't Use Your 401(k) as a Rainy Day Fund
6/14/2011
Is it a good idea to borrow money from your 401(k) plan? In an emergency, yes. Otherwise, no.
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US News and World Report: How to Get Back in the Market
6/7/2011
Dust off your worries about losing money in the markets and try to focus on how the value of your investments will rise for many years to come.
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US News and World Report: Caution, Retirees...Higher Yields Come With a Price
5/31/2011
A lot of these higher-yielding investments could be potential time bombs, and retirees may not realize how much danger they're taking on.
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Kansas City "Star": The Mutual Fund Store hits the 15-year mark
5/31/2011
The Mutual Fund Store, which began with two people...celebrates its 15th anniversary Wednesday.
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US News and World Report: Investing Takes Patience
5/24/2011
There are a lot of things in life that we want right now, and we like to see instant results. But investing success doesn't happen overnight. It takes time and patience.
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US News and World Report: 5 Things About Retirement You May Not Have Considered
5/10/2011
Preparing for retirement is your most important financial goal, and it must be handled with care.
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US News and World Report: Don't Follow the Herd
5/3/2011
Essentially, investors tend to buy and sell at the wrong time.
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US News and World Report: Don't Fall for Exotic Investments
4/26/2011
If we've learned anything from the financial crisis of 2008, it's this: The more complicated an investment strategy, the more opportunity there is for something bad to happen.
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US News and World Report: What You Need to Know About Socially Responsible Investing
4/19/2011
Before purchasing an SRI fund, you need to decide how much it might cost you.
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US News and World Report: Why Target-Date Funds May Not Be Your Best Option
4/12/2011
The problem is fund companies have not always done a good job executing the strategy.
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US News and World Report: 6 Things to Expect From Your Financial Adviser
4/5/2011
Many people hire a fee-based adviser to help with their investments. Before you do, it's important to ask the right questions.
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Reuters: The trouble with target date funds
3/31/2011
"When you blend the return of all the proprietary funds in the TDF and layer on fees, it dilutes the performance down to mediocre or worse.” --Adam Bold
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Reuters: 3 problems with automated 401(k)s
3/30/2011
“The concept behind the target date fund is a good one, the problem has been the execution.” --Adam Bold
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US News and World Report: For Investors, Slow and Steady Wins the Race
3/29/2011
People who focus on getting rich quickly can make bad decisions and mess up their investment plan, and ultimately fail to reach their goal like the hare.
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US News and World Report: How to Be a Confident Investor
3/22/2011
Some people didn't get back in the market because they couldn't figure out the best time to buy, and they were still afraid of losing money.
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US News and World Report: Why Rebalancing Your Portfolio Is Important
3/15/2011
A good rule of thumb for when it's necessary to rebalance is when an asset class weighting has changed by five percentage points.
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US News and World Report: Stay Focused on Your Financial Plan
3/8/2011
All of the worrying and nervousness about events going on around the world shouldn't stop investors from creating their financial plan and sticking with it.
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US News and World Report: Why Investors Should Avoid Load Funds
3/1/2011
Some people believe that load funds must be worth more because investors pay more to own them, but that's not true.
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US News and World Report: 5 Things You Need to Know About Bonds
2/15/2011
Investors continued to pour money into bond funds last year, even though bond prices fell in November and December.
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US News and World Report: 4 Hidden Costs in Investing
2/8/2011
While the cost of managing your financial plan should be easy to determine, there are some hidden costs, which usually come in two forms: fees and taxes.
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US News and World Report: Why Boring is Good for Investors
2/1/2011
If what you're after is entertainment, go gambling in Las Vegas.
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US News and World Report: 4 Ways to Cure Emotional Investing
1/25/2011
Some folks get so emotional that they make rash decisions, which end up costing them money.
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US News and World Report: Don't Rush to Pay Off Your Mortgage
1/18/2011
I encourage people to keep their mortgage and instead, enjoy the fruits of investing their extra money. --Adam Bold
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US News and World Report:5 Things You Should Do for Your Investments Now
1/4/2011
Making improvements to your investment accounts at least once a year can help you accumulate more money and reach your financial goals faster.
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US News and World Report: When Is the Right Time To Invest?
12/28/2010
Trying to catch the recovery by jumping in and out of stocks has become a popular daytime sport.
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US News and World Report: 5 Things to Consider for Retirement
12/23/2010
Unfortunately, no one is going to hand over a hefty bag of cash when you stop working. You can't get a loan or scholarship to pay for your living expenses in your golden years. So it's all up to you.
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US News and World Report: 8 Investing Resolutions for 2011
12/21/2010
"We're back to normalized markets." --Adam Bold
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US News and World Report: Why You Shouldn't Chase Investing Trends
12/15/2010
Chasing investing trends reminds me of those infomercials that tout medical remedies for every kind of ailment imaginable.
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US News and World Report: Why Mutual Funds Are the Best Investment
12/8/2010
Mutual funds may not look sexy, but for most people, they're the best way to achieve financial goals.
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US News and World Report: What's Going On With QE2?
12/3/2010
"The amazing thing about Fed policy is the impact that Fed announcements have." --Stacey Schreft, Ph.D.
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US News and World Report: How to Get Investment GPS
11/30/2010
If you don't establish a financial plan—a roadmap that will put you on the right path to reach your goals—you're apt to make bad decisions and get lost.
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MarketWatch: Janus, Wellington get trading-probe requests
11/24/2010
“This seems to be that regulators are actually doing their job.” --Adam Bold
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US News and World Report: Mutual Funds Are Not Buy-and-Forget Investments
11/23/2010
Investors have to pay attention to all of the funds in their portfolio regularly, because even good funds can go bad.
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U.S. News and World Report: 5 Mistakes You May Be Making in Your 401(k)
11/16/2010
Here are some of those blunders, and how to improve your chances of reaching your retirement goals.
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US News and World Report: How to Get Started in Investing
11/9/2010
The longer you put it off, the more you're going to have to save later to accumulate enough money to retire.
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US News and World Report: 4 Reasons ETFs Aren't as Cool as You Think
11/2/2010
Investors who dive into those waters are swimming with sharks, without the sharp teeth to protect themselves.
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Investment News: Not all advisers enamored of ETFs
11/1/2010
“The ETFs with really unique strategies are often small and don't have liquidity.” --Adam Bold
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US News and World Report: 5 Reasons to Avoid Annuities
10/26/2010
Rather than sticking with an annuity that can drag you down, sell it and pay the penalty.
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US News and World Report: 5 Ways to Find the Best Mutual Funds
10/19/2010
Before you buy, analyze that fund as you would any other large, important purchase—such as a new car.
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US News and World Report: Gold May Rise, But Is It Safe?
10/19/2010
"I don't know where gold prices are going to go, but the risk of gold going lower over the next two years, by 25 percent say, is high." --Adam Bold
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Associated Press: Don't get starry-eyed over fund ratings
10/15/2010
"The reality is that fund ratings are part science and part art." --Adam Bold
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To Be Truly Diversified, Do Investors Need Alternative Funds?
10/14/2010
"When you want to go long and short, it's tough. There's not that many people that are very good at it." --Adam Bold
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US News and World Report: 5 Things You Don't Know About 529 Plans
10/12/2010
"Investment firms and states don't warn parents about the pitfalls of these college savings plans." --Adam Bold
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Undiscovered Managers: Gordon Croft
10/11/2010
"This is a deep-value fund. People have to be patient." --Adam Bold
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US News and World Report: Beware of the Bond Bubble
10/5/2010
Investors need to tread carefully in what's typically considered a "safe" investment.
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US News and World Report: 5 Things Your Broker Won't Tell You
9/28/2010
These points are key to understanding how their business works and how they can affect your money.
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Investment News: Surprise! Market volatility not on the rise
9/24/2010
“The reason that people are shellshocked is that they are getting bad messages. This was the summer of fear.” --Adam Bold
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U.S. News and World Report: Starved for Yield? Try Junk Bond Funds
8/19/2010
"If interest rates go up, the value of those existing bonds will go down just because interest rates are higher." --Adam Bold
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US News and World Report: How to Navigate a Low-Rate Environment
8/12/2010
"Stocks historically have tended to do well in periods of very low inflation and very low deflation." --Stacy Schreft
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WSJ: How You Can Lose When Funds Pass the Baton
7/14/2010
Fund managers "look to get out when things return to some level of normalcy." --Adam Bold
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Why the Economy Isn't (Quite) as Bad as It Seems
7/14/2010
"Because interest rates are low, companies are able to make investments that they wouldn't otherwise be able to make." --Adam Bold
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Wall Street Journal: Before Buying a Target-Date Fund…
6/22/2010
"Nobody wanted to buy anything other than Treasurys and liquidity became a problem." --Adam Bold
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US News and World Report: 3 Mutual Funds to Steer Clear Of
6/14/2010
"The name of the fund doesn't matter. What counts are the people who are every day making the buy, sell, and hold decisions." --Adam Bold
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US News and World Report: Value and Growth--Why Investors Need Both
6/11/2010
"Those companies who can actually show earnings growth in what is still a pretty tough environment are going to be rewarded." --Adam Bold
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K.C. Business Journal: Big potatoes--Mutual Fund Store provides large-firm services to smaller investors
6/4/2010
“We ultimately provide a very good service, a very high level of service, to a segment of the population that has been abandoned and abused by larger financial service firms.” --Adam Bold
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US News and World Report: How to Repair Your Damaged Portfolio
6/1/2010
"It doesn't matter how much you pay the mutual fund company. What counts is how much they pay you." --Adam Bold
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Investment News: The Mutual Fund Store brings advice business to the mass affluent
5/31/2010
“We're not in the mutual fund sales business; we're in the advice business." --Adam Bold
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US News and World Report: How to Keep Your Cool in a Turbulent Market
5/26/2010
"The best part about dollar-cost averaging is that sometimes you're getting more shares at lower prices." --Adam Bold
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RIAbiz.com: ETFs are the new sacred cow, but Adam Bold calls them hamburger
5/10/2010
There’s a saying that there is no such thing as a free lunch. There never has been, and ETFs offer no free lunch.
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Wall Street Journal: The Unseen Figures of Your Funds
5/3/2010
"The system as it's set up is adequate at best because boards are fulfilling their basic fiduciary duties." --Adam Bold
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US News and World Report: What Investors Can Expect From Large-Growth Funds
4/26/2010
“As we come out of the recession, there are some companies that are going to recover faster." --Adam Bold
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Reuters: 3 problems with automated 401(k)s
3/30/2010
“The concept behind the target date fund is a good one...the problem has been the execution.” --Adam Bold
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K.C. Business Journal: The Mutual Fund Store's assets hit $5B
3/22/2010
“We had positive inflows every month, even during the downtime, and did a good job retaining clients." --Adam Bold
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U.S. News and World Report: Why Investors Are Flocking to Index Funds
3/17/2010
"I contend that if you buy an index fund, you're accepting mediocrity." --Adam Bold
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U.S. News and World Report "@Investors: Mutual Fund Providers Add Twitter to Arsenal"
3/10/2010
"I think that really it's one of those things where the mutual fund companies are feeling an obligation to be in that space just because." --Adam Bold
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St. Louis Post-Dispatch: Asset allocation funds can ease pain
2/28/2010
"They are not buy-it-and-forget it investments. They are not buy-it-and-look-at-it every day either." --Adam Bold
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U.S. News and World Report: The best mutual funds for 2010
2/25/2010
"There are some things in life that are worth paying more for. There's a reason that a Mercedes-Benz costs more than a Kia."
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Investment News: Forgoing famous funds for hidden gems
1/31/2010
“A lot of these fantastic managers just don't do any marketing, because the bulk of their business is institutional.” --Adam Bold
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Associated Press: The worst mutual fund ever is closing up shop
1/19/2010
"You would have to go out of your way to do as badly as this fund." --Adam Bold
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Richmond Times-Dispatch: Index funds are a conservative way to invest
1/10/2010
"In this environment, a well-managed active fund is likely to do better than an index fund." --Adam Bold
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U.S. News and World Report: The Impact of Mutual Fund Fees
1/6/2010
"Remember that when you pay a load, the load does not go to the mutual fund company; the load goes to the broker who is selling you that fund." --Adam Bold
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Kiplinger: Retire When You Want
1/6/2010
The Mutual Fund Store...recently introduced its Retirement Paycheck service. It's designed to provide predictable income, principal protection and the potential for asset growth.
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The Buffalo News: A decade of complicated funds
12/25/2009
"When you start making concentrated bets like that, you are playing against the all-stars." --Adam Bold
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Investment News: Pimco's new execs
12/13/2009
"I'm not going to be putting money into their equity funds until there is some track record." --Adam Bold
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U.S. News and World Report: The 10 Strangest Mutual Funds
12/2/2009
"Any time you buy a fund that has investment restrictions on it—whether they be social or religious or industry-related—you have to be willing to accept lower returns in exchange for things that are important to you." --Adam Bold
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Tribune Media Services: Smart Year-End Tax Moves
11/30/2009
"If you own taxable mutual funds in which you have a loss...it is worth your while to sell that fund and lock in the tax loss." --Adam Bold
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Wall Street Journal: 'B' Shares Sent to Detention Mutual Funds Are Dropping the Securities; One Adviser Calls Them a 'Rip-off'
11/28/2009
"You have to keep funds with B shares for a long period, meaning you stay in things you otherwise would sell." --Adam Bold
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A.P.: Big differences among funds tracking same index
11/23/2009
"An index fund is a commodity, and you should buy it as cheaply as possible." --Adam Bold
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U.S. News and World Report: Is 'Jones v. Harris Associates' a Referendum on Mutual Funds?
11/18/2009
"In our society, you have to be able to sell a good product at a reasonable price, or people will go elsewhere." --Adam Bold
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U.S. News and World Report: Why Mutual Fund Case Isn't About Executive Pay
11/17/2009
"The government doesn't regulate how much a car company can charge for a car. They don't regulate how much a restaurant charges for a dinner." --Adam Bold
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U.S. News and World Report: The Case for Concentrated Funds
11/6/2009
"They should be the icing on the cake, not the cake itself." --Adam Bold
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DailyFinance.com: Mutual fund fees fight may be much ado about nothing
11/5/2009
"It doesn't matter how much you pay the fund. What counts is how much the fund pays you." --Adam Bold
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Marketwatch: Take the long view
11/2/2009
"The best approach is a diversified portfolio of actively-managed, no-load mutual funds holding domestic and international stocks and bonds." --Adam Bold
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SmartMoney: Great Mutual Funds on the Cheap
10/15/2009
"What's important is how much the fund pays you in the end." --Adam Bold
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K.C. Star: Dow returns to familiar ground, closes above 10,000 for first time in a year
10/14/2009
"We're where we might have been if we'd just had a recession. We've returned to normalcy." --Adam Bold
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Investment News: Money funds caught between staying safe and staying around
10/11/2009
“At this point, we're doing an extra level of due diligence on the money funds that we use." --Adam Bold
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Forbes: What Your Fund Manager Owns
10/9/2009
"Those who have significant investment in their own funds will care a bit more than those who don't." --Adam Bold
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U.S. News and World Report: Mutual Funds: There's an App for That
9/30/2009
"It's sort of like a gun in that the device itself isn't evil—it's what you do with it." --Adam Bold
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Bizzia.com: Predictable Income for Retirement
9/25/2009
"It's terrible that many retirees were forced to sell their assets in a down market to generate the income they need to pay their bills." --Adam Bold
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SmartMoney: Active Trader: Time to Curb Your Enthusiasm
9/10/2009
"People think, 'My 401(k) has changed its status, I better respond.'" --Adam Bold
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Forbes: Mutual Funds: Charitable Families
8/28/2009
"As human beings we all have a responsibility to make the world a better place." --Adam Bold
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Forbes.com: Mutual Funds: Is SRI Worth The Hassle?
8/21/2009
"Potential investors need to understand how a fund company views what its funds own and decide if their beliefs align with those of the fund company." -Adam Bold
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A.P.: September is actually worst month for stocks
8/13/2009
"Somebody had to be September." --Adam Bold
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SmartMoney: 10 Funds Staging a Combeback
7/24/2009
The last six months we've been trying to figure out which managers just hit a bad patch last year and which managers have just gone bad." -Adam
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US News & World Report: Funds Stage a Comeback: Time to Forgive and Forget?
7/9/2009
"Investors should look beyond a fund's recent performance and focus on how it has historically navigated downturns and bull markets (long-term record is also a factor.)" -Adam Bold
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The Wall Street Journal: Boosting Kids' Financial Literacy During The Summer
7/6/2009
Kids "may hear their parents gripe that things are tight this month, but they take things for granted." -Adam Bold
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The Kansas City Star: Emerging markets such as Brazil, Russia, India and China attract investors
7/3/2009
"We've been gradually increasing our exposure there," said Stacey Schreft, director of investment strategy for The Mutual Fund Store in Overland Park.
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Investment News: Active ETFs need time to catch on, some say
5/31/2009
"I would buy actively managed ETFs for my clients if they offered something I couldn't find in regular, open end mutual funds." -Adam Bold
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The Boston Globe: It's time to rethink financial wisdom
5/24/2009
"There are lots of different ways to pay for college. People can take out loans, people can pay for it out of their monthly budget, and people can get scholarships. But there are no scholarships for retirement." -Adam Bold
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Forbes.com: Mutual Funds: The Unkindest Cuts
5/8/2009
Adam Bold, author of The Bold Truth About Investing asked mutual fund experts about the obligations of fund companies.
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US News & World Report: How Young Investors Can Stamp Out Debt and Start Investing
5/8/2009
"The problem is, most people don't have the discipline to pay down debt the way they should, because there are other things going on." -Adam Bold
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The Wall Street Journal: When Safe Places No Longer Feel So Safe
5/4/2009
"People are fixated on the short term at the possible expense of the longer term." -Adam Bold
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Forbes.com: Mutual Funds: All A-Twitter. Are Twitter and Facebook making you do stupid things?
5/1/2009
"The underlying issue is the ever decreasing levels of patience among many Americans, and whether these technologies are exacerbating the situation." -Adam Bold
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Forbes.com: Mutual Funds Should Keep Away From Geithner
4/24/2009
"I would invest our clients' money into closed-end funds that have purchased these assets, but only for a small percentage of their growth-oriented accounts (perhaps 5-7% maximum)." -Adam Bold
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Bloomberg.com: Bold Says Mix of Mutual Funds Can Meet Most Investors' Needs
4/16/2009
"There is no asset class that we could possibly want to be invested in that I can't take care of with a mutual fund."
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CNNMoney.com: Dow stages late 100-point rally
4/15/2009
"A lot of recent reports are showing that things might be flattening out and bottoming and the Beige Book seemed to indicate that too." -Stacey Shreft, Director of Investment Strategy, The Mutual Fund Research Center
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Benefits seen in stress test findings
4/15/2009
"Once you tell people you're doing the tests, it's kind of hard to not tell them what the results are... you're immediately going to think the results must be bad, if they don't want to to tell us." Stacey Schreft, Marketplace.publicradio.org
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MarketWatch: Three funds for January: Position your portfolio for a market rebound
3/18/2009
"Is your portfolio designed to allow you to participate in the next stock market rebound?" -Adam Bold
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Hometown Heroes
3/10/2009
The Mutual Fund Store Foundation worked in collaboration with Community Foundation experts to help families in critical need.
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Forbes.com: Mutual Funds: Staying In Style
2/27/2009
"Some mutual fund companies harm investors by trying to issue trend-chasing products." -Adam Bold
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Little is absolute about absolute return funds
2/12/2009
"These funds are being created not by the investment strategy departments ... but by the marketing departments... Over time, I don't know how they can possibly deliver..." -Adam Bold
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Forbes.com: Mutual Funds: Beware Annuities
11/21/2008
"It's not only that they are expensive; much of the time the customer doesn't get what they thought they were." -Adam Bold
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MarketWatch: Fund outflows mean tax hit for investors
10/1/2008
"A lot of managers will also at the same time sell positions in which they have losses to off-set any capital gains." - Adam Bold
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