What is a Balanced Fund and is it Good Investment?
Mutual funds come in all shapes and sizes. By far, one of the most popular choices is the balanced fund. But if I asked most investors, “What is a balanced fund?” they couldn’t tell me. Even if you...
View ArticleWhy You Should Lose Money On Your Investments
Are you unwilling to lose money on your investments? There seems to be a lot of that going around. I just got off the phone with Christine. She’s a hard working single woman who was upset with...
View Article3 Ways to Rebalance Your Mutual Funds
Managing your funds means that at some point you are going to have to make a buying and selling decision. This is known as rebalancing. But how do you know when to rebalance your mutual funds? The...
View ArticleInflation or deflation? Be ready for either
BOSTON (MarketWatch)—Neither an inflationist nor a deflationist be. That, to mangle one well-known quote, sums up the view of some investment professionals who are struggling to make sense of current...
View ArticleNow’s the time for a bond ladder
BOSTON (MarketWatch) — Given what’s likely to happen to interest rates in the coming months and years, now might be the perfect time to use a bond ladder for your portfolio. That’s according to experts...
View ArticleWhat is a Time Weighted Return
You might not know what a time weighted return is but it’s a very important concept to understand if you want to evaluate true investment performance. I realized this yesterday as I was speaking with...
View ArticleIs an investment firm a good investment?
BOSTON (MarketWatch)—It stands to reason that as the stock market rises, so too could the revenues and profits of those publicly traded investment firms that manage mutual funds and the like for...
View ArticleDoes Your 401k Need a Monkey on its Back?
Many investors are becoming more interested in applying the “do-it-yourself” approach to managing their portfolios. But let’s be clear: Managing your own investments is not easy. Good investment...
View ArticleHow Much Risk Should You Take Now?
How much risk should you take with your investments? How you answer this question will have a tremendous impact on your short-term and long-term financial situation. Keep in mind that even though you...
View ArticleStudent Volunteer Program at the 2012 FPA National Convention
CIF has been invited to participate in the Student Volunteer Program at the 2012 FPA National Convention in San Antonio, Texas. As part of this year’s volunteer program, CIF is permitted to sponsor...
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