fb-setyourselfupforsuccess2017What are you trying to accomplish this year? What do you NEED to know to make that happen?

Maybe you’re out of the market, and you need to get invested again if you hope to grow your portfolio.

Or perhaps your bond positions lost money last year when interest rates rose, and you want to learn a better way to adapt to changing markets.

We’ve been helping investors make these important decisions for more than 40 years, and we share the tools and strategies that have worked for us for decades on the FundX blog.  

To help you start the New Year focused and ready, we’ve collected some of our most valuable guidance from 2016 in one place.

Make this the year you make real progress on your investment goals.

How to get (& stay) invested

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If you’ve got some cash that you’ve been meaning to invest, now’s the time to get back in the market. The sooner you invest, the more time your money has to grow. Use our five-step guide to get (and stay) invested.

Read: 5-Step Guide to Getting Back in the Market

 

 

How to effectively manage your fund portfolio

fb-stayontopggbridgeNow that you’re invested, how can you stay on top of your funds and effectively manage your portfolio over time? That’s what we’ve been doing for our clients for nearly 50 years, and these four tips can help you save time and money.

Read: 4 Effective Portfolio Management Tips

 

 

What to do in uncertain markets

fb-4certaintiesUncertainty is part of long-term investing, just like it’s part of life. 

One way to deal with uncertainty is to focus on what we know, not on what we don’t know. Here are four certainties to get you started.

Read: 4 Certainties in Uncertain Times

 

 

How to navigate changing bond markets 

fb-navigatingchangingbondmarketsWorried about how higher interest rates will affect the bond market? Make sure you have a plan that helps you adapt to changing markets. It’s what we’ve been doing for decades. Here are the four key steps.

Learn more: Plan for changing bond markets

 

 

How to take required minimum distributions (RMDs)

fb-rmdquestionsOnce you’re 70½, the IRS requires that you withdraw a minimum amount from your retirement account(s) each year in what’s called a required minimum distribution, or RMD. But how should you take your RMD—all at once or in installments? And when should you make your withdrawal? Get answers here.

Get: Tips for Taking Your Required Minimum Distribution (RMD)

 

 

 How to Build Wealth and Build a Better World

fb-jumpintosriSustainable responsible impact (SRI) investing is one of the fastest growing areas of the fund industry. How can you invest in a way that makes money and makes a difference? Watch this video to get started.

Watch: How to Invest for Good

 

 

How to Avoid Election-Year Mistakes

fb-electionyearinvestingThe election may be over, but our post on investing in an election-year is still worth reading, particularly if if you’re still concerned about how the new administration might affect the market.

Read: 3 Ways to Avoid Election-year Mistakes

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How can your investment choices actually make a difference in the world?

In the past, it usually meant avoiding certain investments, such as tobacco or firearms. But another way is to tap into your power as a shareholder.

As an investor, you have more power than you might think. You can vote at shareholder meetings and file shareholder resolutions—and this can have real results. Investors have persuaded hundreds of companies to make significant improvements in this way.

Some mutual funds do this for you. They’ll engage with companies on your behalf and work to help companies move forward. Funds can amplify your voice and help you make a bigger impact.

How do funds make this happen? FundX President Janet Brown shares some specific examples in her latest video.

Click below to watch.

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Summary

Many people like the idea of investing in a way that helps them make money while making a positive impact on the world. But they’re understandably skeptical about how can their investments really make a difference. How does it really work? 

One way is through divestment: you can withhold your support of certain companies or industries, like tobacco or gambling.

But divesting is just one way to affect change—and it may not be the most powerful. That’s because when you divest, you lose your voice in how a company operates. You lose your ability to help a company do better.

That’s where shareholder engagement comes in. Instead of avoiding a company, you can invest in it and then use your power as a shareholder to help the company move forward.

Many funds are very active shareholders. They meet with company executives, vote proxies, and file shareholder resolutions. They work to educate the public and bring media attention to important issues.

And this work has paid off. They’ve prompted hundreds of corporations to better address environmental concerns and labor issues. They’ve worked with companies regarding executive pay and diversity on corporate boards.

Engagement is an important way that your investments can help you make an impact, and yet few investors are aware of it.

Full transcript

Continue reading “Tap into Your Power as a Shareholder (video)” »

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Find Funds That Build Wealth & Support Your Values, Too (video)

December 13, 2016

Here’s a simple thing you can do to support the issues that matter to you: Invest in a way that has a positive impact. There are funds that can help you build wealth and support your values, too. They’re called sustainable responsible impact (SRI) funds, and they’re one of the fastest growing areas of the mutual […]

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5 Things Every Investor Needs to Know about Year-end Distributions

December 7, 2016

Year-end mutual fund distributions can be a common source of confusion for fund investors, but learning some of the basics can really pay off. It can help you avoid buying into an unexpected tax liability, and it can also help you better understand your fund’s performance since distributions can make it seem like your fund […]

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How to Build Wealth and a Better World (video)

December 2, 2016

Many people today want to invest in a way that helps them get ahead and also supports the issues that matter to them. Too often, it feels like they’re forced to choose between their investments and their values—and that’s a tough choice to make. FundX President Janet Brown struggled with this for years. She spent her work […]

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Get a Head Start on 2016 Year-end Mutual Fund Distributions

November 17, 2016

Now is the time to start preparing for mutual fund year-end distributions. Nearly all stock funds distribute capital gains and income to shareholders at the end of the year, and if you own funds in a taxable account, these distributions are taxable to you whether you take them in cash or reinvest them in new […]

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FundX CIO Jason Browne’s Take on 4 Strong Performing ETFs

October 27, 2016

Emerging markets have been doing well, but will that change if interest rates rise? Is this a good time to invest in convertible securities ETFs? What about mid-caps? FundX Chief Investment Officer Jason Browne answered these questions and he shared four ETFs that have done well recently on The Street.  Click here to check it […]

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Undiscovered Sustainable Funds

October 17, 2016

Most investors today want funds that seek out companies that are environmentally friendly, have good labor practices, and are well managed. But with more than 25,000 funds available today, how can you find funds that are trying to do the right thing? We’ve been managing portfolios of sustainable funds for decades, and now there are […]

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3 Ways to Avoid Election Year Mistakes

September 30, 2016

This year’s election has many investors on edge, and they’re wondering what they should do. But elections typically don’t have as much of an impact on the market and on the economy as many investors expect. The market historian and Wharton Professor Jeremy Siegel studied this in his classic book, Stocks for the Long Run, […]

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Sustainable Investing – How to Get Started (video)

September 14, 2016

If you’re interested in having your investments reflect your values, where do you start? FundX President Janet Brown has been managing sustainable portfolios for decades now, and she explains how sustainable funds can help you make money and make a difference. Click below to watch: Trouble viewing this video? Find it on YouTube here. Summary: […]

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