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Mutual Funds

ETF Talk: Watch Out for Capital Gains in Your Mutual Funds

Consider taking cover if you hold any mutual funds in taxable accounts. Many mutual funds that absorbed big losses still will incur significant capital gains for the 2008 tax year. Those capital gains are caused by mutual funds buying and selling stocks during the year – even if a fund racked up huge losses. Investors looking [...]

Download My Latest Seminar Presentations

After having just come back from the latest MoneyShow in San Francisico, I want to share with everyone the three presentations that I conducted for hundreds of individual investors. ETF Strategies In a Difficult Market Some pundits are saying that we are in a recession; others call it a mere economic slowdown. The answer in my opinion [...]

Chatting Under the Lemon Tree

Want to here the latest update on my Lemon List, the list of America’s worst-performing mutual funds? Well, now you can take a listen to my chat with Fabian Wealth Strategies vice president David Fabian, who presented me with the highlights (or should I say low lights) of some of the most egregious mutual fund offenders [...]

American Funds Review

As a subset of my lemon list research I have decided to pick out a broadly held mutual fund family and rate their funds according to objective criteria.  The American Funds is one of the biggest fund family’s in the nation with thousands of investors assets in their care. You can download my American Funds research [...]

Principles for Financial Success in Uncertain Times

One of my favorite things to do is speak at corporate events. I love interacting with the crowd, answering questions and meeting new people. The subject of my next corporate speaking event is how to “get real” with your finances now, before you find yourself in dire straits. The title of my talk is, [...]

Are you Getting the Love from your Financial Institution?

Michael Fabian, Director of Client Services at Fabian Wealth Strategies, recently spotted an article on Yahoo Finance! about the explosion of wealth in the U.S. and how households with a net worth of between $1 - $25 million are becoming increasingly common. The real story here is that these wealthy individuals are not getting the [...]

Mutual Fund Analysis

Analyzing Your Mutual Funds Yesterday I read through the Los Angeles Times 2007 mutual fund review. The main thrust of the article was the modest gains equity mutual funds logged for the year. Well, during the past six trading days those modest mutual fund gains have largely evaporated. As of today, the average U.S. stock mutual fund [...]

Is your Fund a Lemon?

Is your fund a lemon? The latest Lemon List has just been released with over 2,400 funds and almost $1 billion in assets. If you are a mutual fund investor, you must screen these funds. Check out the new lemon list out at www.mutualfundlemonlist.com.   Get Doug’s special report “Turning Lemon’s into Lemonade” [...]