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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Don’t Let Uncertainty of a Brexit Hold You Back

June 22, 2016

Investors and markets around the world are on edge as Britain decides whether it will stay in the European Union. The uncertainty around the future of Europe as we know it sent markets tumbling last week, and the CBOE volatility index, a measure of investor fear, spiked. Investors have significant positions in foreign funds these […]

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What to do About Low Returns

June 15, 2016

“I feel like I’m falling behind,” an investor told me recently. 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. Then in 2015, her portfolio hardly budged. “I could run out of […]

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How to Play the Dividend Trend – FundX Pres. Janet Brown on The Street & Investor’s Business Daily

May 20, 2016

Funds that invest in high-dividend-paying stocks have been in favor this year, but if you want to capitalize on the dividend trend, there are a few things to keep in mind, as FundX President Janet Brown wrote in 3 Tips for Profiting From the High-Dividend ETF Trend on The Street. Here’s a preview: Tip #1 – […]

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

May 5, 2016

Is now a good time to own dividend ETFs? Are emerging market funds back in favor? 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 April 26, 2016. Get Janet’s take on five […]

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4 Effective Portfolio Management Tips

April 26, 2016

Nearly 100 million Americans, almost a third of the U.S. population, own mutual funds. Funds allow investors to have their money managed by some of the best money managers and research teams in the world, and they give investors the ability to participate in nearly any market sector or geographic region. But creating and managing […]

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Two Common Retirement Investing Mistakes

April 20, 2016

Are you making the most of your IRA? Individual retirement accounts are a common way to invest for retirement, but many investors are making two surprisingly common mistakes that can really hurt their ability to fund a comfortable life in retirement. Mistake #1:  Forgetting to contribute to your IRA Nearly all working people need to […]

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