“People are always asking which fund is the best in a particular category. The answer is: it depends...”

“On-line accounts are growing at a fast pace. Whether its investment dealer shenanigans, incompetent advisers, high mutual fund fees,/ trading commissions, the non-bank ABCP  fiasco, poor fund performance , the Earl Jones Ponzi debacle, or advisor fraud, retail investors are looking at alternatives to the commission-driven advisor channel.”

“This week I'm finishing my review of the five model portfolios created for my Mutual Funds/ETFs Update newsletter. Today we'll look at two portfolios specifically designed for low-risk investors.”

“When I meet other advisors around town, many ask me which fund companies I like and why...”

“if you want to maximize your potential tax-free return, you may prefer some aggressively managed funds...”

“This week, let's look at how the two registered portfolios fared in their first full year...”

“If you want to invest in an alternative strategies fund, you’d best read the offering memorandum extra carefully...”