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,” […]

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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 […]

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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 […]

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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 […]

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Too Many Accounts?

October 18, 2017

You’ve probably put a lot of effort into planning for retirement, and you’ve taken advantage of the many different ways to save for it. When we’ve talked with investors about retirement, we found that they often had 401(k)s, contributory IRAs, rollover IRAs, Roth IRAs, inherited IRAs as well as assorted taxable accounts that they planned […]

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Invest in Your Comfort Zone

August 30, 2017

Have you ever wondered if there was a better way to evaluate risk? Risk is one of the most important aspects of successful long-term investing, and it can be challenging to get it right. You’ve probably taken too much risk at some point. Some investors assume that they have to take substantial risks in order […]

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Know Your Investor Rights (Video)

August 22, 2017

Did you know that when you invest in a company, you get the right to vote at company meetings and influence company policy? You don’t have to be a big investor with millions to invest to have a say. You just need to have at least $2,000 invested in a company’s stock in order to […]

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The Biggest Myth of Sustainable Investing (video)

August 15, 2017

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 […]

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What to do about Interest Rates

July 26, 2017

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 […]

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