1 Trick The trickiest part to the mutual fund industry is the stark contrast between what fund management says and what it does.  They say to the investing public to “buy and hold” (preferably their fund), yet what they do is

Like the sirens of Odysseus fame, the lure of one-decision life-time funds sounds sweet and runs deep amongst investors and marketers alike.  The siren song appeals to something that is hard to resist, but will end badly. These one-decision funds

The Rule of 72 will help explain the compounding interest miracle even more. It tells us why “sooner is better than later”, but also why it is “never too late” to start saving and start investing with the C-lect rotation program. Let’s say you want to retire at

As individuals invest their retirement money, it is easy to make mistakes and end up with less than what might be possible.  In this profession, we see it all.  Is it possible that you could be making one or more

From an early age, many of us learn to save.  If you were like me, you had a piggy bank or  a coin sorter and roller.  I had both.  It is amazing how much loose change can add up to

When it comes to your 401k retirement plan, what are the most important things to consider when investing for your future? Can we put them in order of importance? I’ve shown in previous posts how important it is to creating

Staying with the mutual fund leaders and avoiding the laggards matters in your 401k plan.  But it all starts with C, the risk-adjusted relative performance metric.  Do you know which funds to buy and which to avoid?  Subscribe today.

Every 401k plan participant invests their money for the purpose of making the amount grow larger. We invest our savings in hopes of getting more money back when we decide to retire. But for a lot of investors, that is about all they are doing, making a decision and

We are very thankful to have been featured on mutualfunds.com as part of the “Top 12 Newsletters Focusing on Mutual Funds” You can read the article at the link below! Top 12 Newsletters Focusing on Mutual Funds

Getting rich quick, although appealing, is rather unrealistic. It’s extremely rare to find overnight wealth, but not as rare to finding this wealth through accumulation. Patience is a human characteristic that many of us struggle with in numerous aspects of our lives. Whether it’s being stuck in rush