How Undiscovered Sustainable Funds Are Changing The Game

October 17, 2016

Most investors today want funds that seek out companies that support clean air and water, produce safe products, 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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Is the Market Overvalued?

August 10, 2016

Is the market overvalued? We recognize that valuations could be a hurdle for the market going forward, but remember that there are also a lot of possible ways in which valuations could continue to improve even as the market goes higher. This is why it’s so important to be open-minded about the market. Market trends are […]

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Tips for Taking Your Required Minimum Distribution (RMD)

August 3, 2016

When you turn 70½, the IRS requires that you withdraw a minimum amount from your retirement account(s) each year in what’s called a required minimum distribution, or RMD. It’s important to take your RMD, even if you don’t need the money, because if you don’t, you’ll face a steep penalty of 50% of the amount […]

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Bonds or Bond Funds?

June 30, 2016

If interest rates are expected to rise, which is a better bet: individual bonds or bond funds? FundX President Janet Brown has been investing in bond funds for decades, and in her latest piece for The Street, she explains why funds are a more cost-effective way of owning bonds and how they can help you navigate […]

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FundX CIO Jason Browne’s Take on 5 Funds & ETFs

June 28, 2016

Is now a good time to own mid-cap funds? What about foreign bond funds? FundX Chief Investment Officer Jason Browne answered these questions and more on the Money Life Show with Chuck Jaffe. Find out what you can expect from gold ETFs, why you should focus on dollar-hedged foreign bond funds, and why you should […]

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