Ready to Change Brokers? Four Things to Keep in Mind

April 10, 2018

Are you thinking about moving your accounts to a different broker? We’ve been hearing from many investors who are thinking about making a change now that their Scottrade accounts have been moved to TD Ameritrade. TD Ameritrade’s transaction fees are higher than many other brokers, and it’s also the only broker we’re aware of that […]

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2018 Broker Survey Results

April 3, 2018

Which broker do you use to trade funds? That’s the question we asked FundX members, and more than 500 fund investors responded. The majority of FundX investors use Fidelity and Charles Schwab. A smaller percentage use TD Ameritrade, Etrade and Vanguard. Most FundX members have been using their particular brokerage firm to trade funds for […]

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How to Get More Fully Invested

March 22, 2018

Do you have cash in your account that really should be invested? When we talk with investors, we’ve found that many of them have more cash in their accounts than they needed. Some were in cash because they’re waiting to buy into stocks at lower levels or because they’re worried about a potential market decline. […]

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

March 9, 2018

After a strong run, markets around the world fell in February. What asset classes are doing well now and which ones should you avoid? FundX President Janet Brown answered these questions and more on Chuck Jaffe’s MoneyLife Show on March 8, 2018. “Foreign generally fell back a little more than U.S. stocks; large-cap U.S. growth […]

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How Bond Markets Could Change

March 2, 2018

What will you do if bond markets change? Changing interest rates are at the top of investors’ minds, and the markets may respond to rising rates in different ways. How can you prepare? First, consider some of the possible ways that markets could change, and then think through how to best respond to these changes. […]

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How to Control Your Emotions in Volatile Markets

February 25, 2018

Volatility has returned to the stock market this year. Sharp jolts like these can be nerve-wracking, even when you know that pullbacks are a normal part of long-term investing. It’s also normal to feel anxious during sell-offs or uncomfortable as we wait and see if markets fall further. We can’t change how we feel during […]

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4 Certainties in Uncertain Times

February 5, 2018

In uncertain times, we tend to focus on what we don’t know: will the market rally continue or are we due for a sell-off? Is a down market a routine correction or the start of a serious bear market? It helps to remind ourselves what we do know. Here are four certainties to keep in […]

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Markets Keep Going Up. Should You Worry?

January 12, 2018

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 […]

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Set Yourself up for Success in 2018

December 29, 2017

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 […]

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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 […]

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