Is the market too high?

Markets have continued to rally in 2018, and while some investors are euphoric, others are concerned that a correction’s around the corner.

On Marketwatch, FundX Chief Investment Officer Jason Browne reminded investors that market conditions will change eventually.

“This environment pushes people to buy dips,” Jason said. “Will that last forever? Of course not. You have to hope people are being realistic.”

How can you be realistic and make sure you’re prepared for future markets?

Set realistic expectations

Recognize that markets change over time, and these changes are nearly impossible to predict in advance.

Predictions often come from knowledgeable people with logical explanations, but markets don’t listen to logic. Many pundits have been predicting the end of the bull market for years now, and yet markets have moved even higher.

Investors often try to anticipate future market action, and yet the markets often do the opposite of what most people expect. That’s one reason why market timing is so treacherous.

Markets also give false signals and make investors think something is going to happen when something much different happens.

So if you accept that you can’t know the future, how can you move forward? Continue reading “Markets Keep Going Up. Should You Worry?” »


What do you want to learn in 2018?

You might be looking for new investment opportunities. Maybe you’ve been invested in the U.S. and you want to learn more about how to invest globally.

Or perhaps you want to read more about what you can do about higher interest rates so you’ll feel more confident about your bond investments.  

You could be thinking about how to simplify your investments in the coming years so that it’s easier for you to stay on track.  

These are all important goals, and we can help you get started on them now so you can start the New Year focused and ready.

We’ve collected some of our most valuable guidance from 2017 all in one place. It includes tips to help you invest globally, insights on changing interest rates from our chief investment officer, as well as strategies that can help you streamline your investing.  

Capitalize on global trends

U.S. markets have been in favor for years now, but foreign markets had a strong showing in 2017 and they could continue to do well in 2018.

How can you capitalize on global market trends? These four tips can help you adapt to changing markets and avoid common mistakes.  

Get our foreign investing tips here.

Build wealth and a better world

Investors are increasingly looking for ways to invest that can make a positive impact. As FundX President Janet Brown explains in this video, you can use sustainable investing to help you make money and make a difference.

Click here to get the facts about sustainble investing.  

Plan for higher interest rates

FundX Chief Investment Officer Jason Browne talked to CNBC about changing interest rates, but the bigger question, is what can you do about interest rates now when there’s still so much uncertainty?

We shared three practical tips to help you stay on track here.

Read what to do about interest rates.


Focus on bond funds

Continue reading “Set Yourself up for Success in 2018” »


4 Ways to Weather Changing Markets

November 30, 2017

Markets and most investors have had terrific returns this year so far, but what should we do now? FundX CIO Jason Browne gave his take on the markets on CNBC’s Closing Bell. “When valuations get as high as they are, and everyone feels this good, two things tend to happen,” Jason explained. “One is volatility […]

Click here for More

FundX CIO Jason Browne Talks ETFs on Nightly Business Report

November 18, 2017

What’s the appeal of ETFs, and how should you use them? FundX Chief Investment Officer Jason Browne answered these questions on the Nightly Business Report on November 10, 2017. He also shared three ETFs that have strong recent returns because funds that have done well recently may continue to do well in the coming months […]

Click here for More

Get a Jump-start on Year-end Planning

November 15, 2017

This is the time to start preparing for the end of the year. This what we’re doing for our money management clients this month: we’re paying attention to the early estimated year-end distributions from mutual funds, and looking for ways to reduce taxes. We’re also making sure clients take their required minimum distributions (RMDs) and updating their […]

Click here for More

Tips for Getting Younger People Engaged with Investing

November 11, 2017

What can we do to inspire others to start learning about investing so they can build wealth and have the freedom to live the life they want? In investing, time is money, and we want to help younger people use time to their advantage by getting invested early. While you may recognize the importance of […]

Click here for More

FundX CIO Jason Browne’s Take on 5 Funds & ETFs

November 7, 2017

Is this a good time to own emerging market funds? What about balanced funds? FundX Chief Investment Officer Jason Browne answered these questions and more on the MoneyLife Show with Chuck Jaffe on October 26, 2017. Jason started by sharing some insights into FundX’s investment approach. “First, we identify how much risk you’re comfortable taking,” […]

Click here for More

A Little Risk Can Go a Long Way in Retirement

November 1, 2017

Have you ever wondered if you truly have enough money for retirement? You’ve hopefully been putting money aside for your retirement for decades now, and ideally, you’ve been able to increase your contributions over the years. This hard work has given you a substantial nest egg, but you’re still worried that you’re at risk of […]

Click here for More

6 Time-Saving Investment Tips

October 26, 2017

You know it’s important to monitor your investments, but do you ever wish it took less time? Many investors tell us that time holds them back from true investment success. They want to make educated investment decisions, but they find that other life responsibilities put their investments on the back burner. Successful investors have figured […]

Click here for More

What to do about Low Returns

October 22, 2017

“I feel like I’m falling behind,” the investor told us. She’d retired about a year ago, and she figured she could live comfortably off her retirement account for many years as long as her balanced portfolio grew 6% to 8% a year. But in some years, her portfolio had hardly budged. “I could run out […]

Click here for More