Have you ever felt like you could help a company do better?

You’ve probably thought of ways that a company could improve a product or service, or maybe you’ve got an idea of how a company could more efficiently use its resources. But you likely felt powerless to really do anything about it.

Investors have power

As an investor, though, you have the power to help companies do better.

The Securities Exchange Act of 1934 gives you the right to file shareholder resolutions and vote on these proposals at company meetings, and this gives you a say in how a company operates.

Investors have used these rights to help hundreds of companies make significant improvements, like cleaning up products for children by getting toxins out, saving money on electricity, or disclosing how much money companies spend on lobbying and political contributions.

Shareholders have filed more than 700 proposals in the last two years alone, according to the U.S. Forum for Sustainable and Responsible Investment (USSIF).

In May 2017, ExxonMobil shareholders voted to require the oil company to report on how climate change regulations will affect its bottom line, something most other major oil companies, like BP and ConocoPhillips, are already doing.

Even if a particular proposal doesn’t pass, it still can make a difference by bringing an important issue to the attention of company management. “The process of filing often prompts productive discussion, leading to agreements between the filers and management that enable the filers to withdrawn their resolutions,” USSIF noted in its biennial 2016 report on trends in sustainable investing.

New legislation puts your rights at risk

Continue reading “Your Shareholder Rights are at Risk” »

{ 0 comments }

With interest rates rising, which bond funds are worth owning now and which bond funds should you avoid?

And when it comes to stock funds, is this a good time to own commodity funds or large-cap growth funds?

These are some of the questions FundX President Janet Brown answered from investors across the country in the ‘Hold it or Fold it’ segment of the MoneyLife show on July 5, 2017.

“We invest in funds that have done well recently because these funds tend to continue to do well in the coming months or even years,” Janet explained. This approach has been confirmed by decades of academic and industry research, and our own nearly 50-year experience.

Get Janet’s take on intermediate-term bond funds, growth stock funds, and commodity funds.

Continue reading “FundX President Janet Brown’s take on 5 Funds & ETFs” »

{ 0 comments }

Four Foreign Investing Tips

June 13, 2017

Foreign markets have been one of the best performing areas in 2017. Could this be the start of a new trend? Some respected market analysts believe that after eight years of a strong U.S. trend, markets are finally shifting away from the U.S. and toward overseas markets. But remember that even experts can’t always predict […]

Click here for More

How to Use Foreign Funds

June 9, 2017

How should you use foreign funds? This is a question just about every investor should consider because there are years when foreign markets have had terrific returns, far outpacing U.S. stock funds. When it comes to foreign investing, you have three choices:   1. Avoid foreign investments altogether  It’s natural for investors to have a […]

Click here for More

Should You Reach for Higher Yields?

May 17, 2017

High-yield bonds add tremendous value at times, so it makes sense to at least consider investing in them. They’ve had terrific returns in recent years. In 2016, they outpaced both stocks and higher quality bonds. They can also be useful in a rising interest-rate environment, since their higher yields could help offset a decline in bond […]

Click here for More

FundX CIO Jason Browne’s Take on Five Funds and ETFs

May 8, 2017

Is this a good time to own dividend ETFs? What about growth funds? FundX Chief Investment Officer Jason Browne answered these questions and more on the MoneyLife Show with Chuck Jaffe. Jason explained what we look for in a fund: “From our perspective, it’s all about can we understand how much risk a fund is […]

Click here for More

How to Capitalize on Emerging Market Trends

May 2, 2017

Emerging markets have been one of the best performing areas in 2017, up 12.5% for the first quarter. Could this be the start of a new trend? Historically, market trends shift between foreign and domestic markets, including emerging markets, as FundX Chief Investment Officer Jason Browne explained on CNBC’s Squawk Box on April 19, 2017. […]

Click here for More

3 Reasons To Steer Clear Of Individual Bonds — And Focus On Bond Funds Instead

March 22, 2017

What can you do to prepare yourself for higher rates? “My broker says that if interest rates rise, I’d be better off owning individual bonds than bond funds because I can hold a bond to maturity,” an investor said recently. We believe that investors are far better off with bond funds than individual bonds, particularly if […]

Click here for More

How Funds Can Make a Difference

March 16, 2017

How you invest your money can be a vote for the values you want to support—from fairness and equality to safety and sustainability. But how does it actually work? How do your mutual funds try to make difference in the world? There are three strategies that mutual funds have been using for years: 1. Divestment: Avoid objectionable […]

Click here for More