When it comes to sustainable investing, many people mistakenly believe that it doesn’t perform well.

This is perhaps the biggest myth about sustainable investing, and it’s been repeatedly debunked.

Get the facts in FundX President Janet Brown’s new video.

You’ll see how sustainable investing has actually performed. And you’ll see why today so many people are convinced that sustainable investing can help them build wealth and a better world.

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Summary:

Did you know that sustainable investing has the potential to do as well or better than ordinary investments?

Here’s just some of the evidence:

1. Research – Decades of research has found that environmental, social and governance (ESG) practices are connected to good performance1.

2. Experience – Hundreds of institutional investors who say that sustainable investing has improved their returns2.

3. Real-world results – The MSCI KLD Social index, an index of 400 companies with strong environmental, social and governance (ESG) ratings, has performed slightly better than the S&P 500.

Full transcript:

Continue reading “The Biggest Myth of Sustainable Investing (video)” »

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What’s going to happen with interest rates?

Rates have been rising this year. The Federal Open Market Committee (FOMC), the Federal Reserve committee that makes key decisions about interest rates, has bumped up rates three times since December 2016.

Investors should expect rates to continue to move higher, FundX Chief Investment Officer Jason Browne told CNBC on July 6, 2017, but no one knows exactly when the next rate increase will occur.

“We’ll probably see somewhat higher rates if not next quarter then probably one more hike later this year,” Jason noted.

Click here to watch Jason’s CNBC appearance.

The bigger question: What to do NOW

The bigger question about interest rates is what YOU can do now, given that there’s still so much uncertainty around when and how rates will rise.

Here are three tips that can help you answer this question and stay on track even when markets change:

1. Don’t let uncertainty hold you back

Not knowing what’s going to happen to the bond market is unnerving, but if we hope to get ahead, we have to come to terms with uncertainty and learn how to manage it because uncertainty is part of investing, just like it’s part of life.

Too often investors try to wait it out. They assume that with time, they’ll feel more confident about where interest rates are headed or how the market will respond to changing rates. They figure that they also have more information at that point, which will help them make better investment decisions.

But consider where we are today versus a year ago: we have more information about interest rates: we know that the Fed has raised rates three times in the past year, and yet this hasn’t made it easier to know how to invest now.

2. Focus on what you know

Continue reading “What to do about Interest Rates” »

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Your Shareholder Rights are at Risk

July 19, 2017

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 […]

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FundX President Janet Brown’s take on 5 Funds & ETFs

July 11, 2017

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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. […]

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