Mutual Fund Investing

Mutual Fund Investing MutF

  • A brief history of mutual funds
  • Mutual funds versus other financial institutions
  • How to pick the right funds for your goals
  • The three ways to make money with funds
  • The question to ask before investing in any fund
  • The pros and cons of money market funds, bond funds and stock funds
  • Retirement accounts and fund selection
  • Changes in NAV
  • The most tax friendly funds
  • Mutual funds and income taxes
  • Portfolio turnover and income taxes
  • Which are better? Open-end or closed-end funds?
  • What are loads?
  • How funds try to hide loads
  • Should you use load funds or no-loads?
  • The one fund fee you should never pay
  • Why some funds have different classes of shares
  • Investing in yesterday's winners
  • What fund consistently has beaten 90 percent of its peers on an after-tax basis?
  • Funds that should be the foundation of your portfolio
  • The 4 different asset classes and the optimal time to be in each during a business cycle
  • Balanced and other hybrid funds
  • Fund of funds : Good diversification or an expensive pyramid scheme?
  • How 2 + 2 = 5
  • Fund providers to avoid
  • Shopping at mutual fund supermarkets
  • Deciphering the prospectus and other information
  • Wrap accounts
  • And more ... (79 min., ISBN 1-889297-13-5, copyright 1997)

A brief history of mutual funds Mutual funds versus other financial institutions How to pick the right funds for your goals The three ways to make money with funds The question to ask before investing in any fund The pros and cons of money ma
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