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 […]

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How Funds Can Make a Difference

March 16, 2017

How you invest your money can be a vote for the issues 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 companies […]

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A Better Plan for Rising Interest Rates

March 7, 2017

Have you ever wished that you had a better plan for rising interest rates? You know that interest rates will rise eventually and that this could really affect the bond market. And you also know that many people—even experts—have been predicting higher rates for years now, and those predictions haven’t really panned out. Even the Federal Reserve doesn’t […]

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4 Myths of Momentum Investing

February 16, 2017

Stocks and mutual funds experience momentum—meaning that recent performance tends to persist. A stock or a fund that is doing well lately tends to continue to do well in the coming months or even years. Momentum investing strategies, like our own Upgrading approach, attempt to take advantage of this by investing in funds that have […]

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The Best Performing Momentum Strategy

February 11, 2017

Did you see Mark Hulbert’s recent Marketwatch article about momentum investing, How to bet on stock market momentum? It’s focused on momentum investing strategies, like our Upgrading approach. Not all momentum strategies have a good track record, Hulbert noted. But NoLoad FundX’s strategy was an exception: “The best-performing momentum strategy over the long term, among the […]

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4 Myths of Sustainable Investing (video)

January 31, 2017

Most investors today are interested sustainable responsible impact investing (SRI). But they let common misconceptions hold them back. They’re still thinking about the way sustainable investing used to be. They don’t realize how much has changed. Sustainable investing has really evolved since we first started managing sustainable portfolios for clients more than 20 years ago, […]

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Set Yourself up for Investing Success in 2017

January 4, 2017

What are you trying to accomplish this year? What do you NEED to know to make that happen? Maybe you’re out of the market, and you need to get invested again if you hope to grow your portfolio. Or perhaps your bond positions lost money last year when interest rates rose, and you want to […]

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Tap into Your Power as a Shareholder (video)

December 21, 2016

How can your investment choices actually make a difference in the world? In the past, it usually meant avoiding certain investments, such as tobacco or firearms. But another way is to tap into your power as a shareholder. As an investor, you have more power than you might think. You can vote at shareholder meetings […]

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