Tag Archives: mutual funds

09MONEY-McKenzieSlaughter

Portfolio Protection

Professional investors hunt for new opportunities for all kinds of compelling reasons. For one, new…

By James A. Anderson

Posted: October 1, 2011 Tags: , , ,
Dawn Brown, Senior Financial Adviser, Altfest Personal Wealth Management (Photo courtesy of Dawn Brown)

Experience Required

Financial adviser Dawn Brown chooses three mutual funds with a proven history of strong performance and seasoned management

Dawn Brown has a very methodical approach to choosing mutual funds, no matter what direction…

By James A. Anderson

Posted: September 1, 2011 Tags: ,
We all could use more ways to save money. And why not conserve the earth while doing it? Here are a few ways you can conserve energy -- and cut expenses -- by being eco-friendly.

How To Make Sure Portfolio Managers ‘Eat Their Own Cooking’

Trusting a financial advisor who doesn't follow their own advice is a recipe for disaster

I like to know that the people guiding a particular mutual fund’s investments–the portfolio managers–have…

By John Simons

Posted: March 10, 2011 Tags: , , , , , ,
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5 Steps to Improving the Investment Options in Your Employer’s 401(k) Plan

Here's how to get your employer to explore more 401(k) options

Here’s how to get your employer to explore more 401(k) options

By Renita Burns

Posted: March 8, 2011 Tags: , , , ,
02MONEY-EricGrant

Thinking In Threes

Eric Grant recommends a trio of funds that can work well in any portfolio

When helping clients configure their retirement portfolios, Eric Grant often likes to suggest mutual funds…

By John Simons

Posted: March 1, 2011 Tags: , , , , ,
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Money Basics: How to Begin Investing

Lessons on the fundamentals of personal finance and money management

John Gannon, senior vice president of The Financial Industry Regulatory Authority(FINRA)’s Office of Education, offers…

By Janell Hazelwood

Posted: September 2, 2010 Tags: , , , , , , , , , , , , ,

Get Paid!

With unpredictable shifts in the stock market this year, it’s a good time for investors…

By Donald Jay Korn

Posted: August 26, 2010 Tags: , , ,
Middle-class African Americans are more likely than whites to have cut back on saving and investing in order to make it through the recession, according to the 2010 Ariel Black Investor Survey. The data is not unexpected since the unemployment rate for African Americans (15.4%) continues to track higher than the overall jobless rate for all Americans (9.5%). “In times of economic hardship, people have to make difficult decisions,” said Mellody Hobson, Ariel president and columnist for Black Enterprise magazine. “Unfortunately, the resulting trade-offs mean many in our community are slipping even further behind.”

African American Investors are Down, but Not Out

Cutting back on saving and spending, helps blacks make it through recession

Middle-class African Americans are more likely than whites to have cut back on saving and…

By Deborah Creighton Skinner

Posted: July 22, 2010 Tags: , , , , , , , , , , , , , , , ,

Cutting Edge: How NOT to Invest in a Mutual Fund

Do a reality check on financial product offerings coming into your community

I never quite understood how subprime lending was able to ravage so many communities until…

By Renita Burns

Posted: April 19, 2010 Tags: , , , , ,
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