5 Things Every Investor Needs to Know about Year-end Distributions

December 7, 2016

Year-end mutual fund distributions can be a common source of confusion for fund investors, but learning some of the basics can really pay off. It can help you avoid buying into an unexpected tax liability, and it can also help you better understand your fund’s performance since distributions can make it seem like your fund […]

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How to Build Wealth and a Better World (video)

December 2, 2016

Many people today want to invest in a way that helps them get ahead and also supports the issues that matter to them. Too often, it feels like they’re forced to choose between their investments and their values—and that’s a tough choice to make. FundX President Janet Brown struggled with this for years. She spent her work […]

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Get a Head Start on 2016 Year-end Mutual Fund Distributions

November 17, 2016

Now is the time to start preparing for mutual fund year-end distributions. Nearly all stock funds distribute capital gains and income to shareholders at the end of the year, and if you own funds in a taxable account, these distributions are taxable to you whether you take them in cash or reinvest them in new […]

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FundX CIO Jason Browne’s Take on 4 Strong Performing ETFs

October 27, 2016

Emerging markets have been doing well, but will that change if interest rates rise? Is this a good time to invest in convertible securities ETFs? What about mid-caps? FundX Chief Investment Officer Jason Browne answered these questions and he shared four ETFs that have done well recently on The Street.  Click here to check it […]

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How Undiscovered Sustainable Funds Are Changing The Game

October 17, 2016

Most investors today want funds that seek out companies that are environmentally friendly, have good labor practices, and are well managed. But with more than 25,000 funds available today, how can you find funds that are trying to do the right thing? We’ve been managing portfolios of sustainable funds for decades, and now there are […]

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3 Ways to Avoid Election Year Mistakes

September 30, 2016

This year’s election has many investors on edge, and they’re wondering what they should do. But elections typically don’t have as much of an impact on the market and on the economy as many investors expect. The market historian and Wharton Professor Jeremy Siegel studied this in his classic book, Stocks for the Long Run, […]

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Sustainable Investing – How to Get Started (video)

September 14, 2016

If you’re interested in having your investments reflect your values, where do you start? FundX President Janet Brown has been managing sustainable portfolios for decades now, and she explains how sustainable funds can help you make money and make a difference. Click below to watch: Trouble viewing this video? Find it on YouTube here. Summary: […]

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How to Make Money and Make a Difference

September 7, 2016

How can you make a difference as an investor? How can you grow your portfolio and also make a positive impact on the world around you? These are the questions we’re increasingly hearing from investors. They know they need to invest for growth so they’ll have a secure and comfortable retirement, but they also see […]

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Plan for Changing Bond Markets

August 23, 2016

Many retirees want to preserve their capital, so bonds have often been a key component of their portfolios. But some retirees wonder if bonds can continue to provide the stability they’re looking for. They’ve spent decades putting aside money for their retirement, and they don’t want to risk losing it now. One thing we’ve learned […]

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FundX President Janet Brown’s Take on 4 Funds & ETFs

August 17, 2016

Should you invest in preferred stock funds? Is it time to buy back into Europe ETFs? FundX President Janet Brown answered these questions and more from investors from across the country on the “Hold it or Fold it” segment of the MoneyLife Show with Chuck Jaffe on August 9, 2016. Get her take on small-caps, […]

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