Archive for Mutual Funds

Changing Jobs What about that 401(k)

Amidst the hassles of moving, finding the kids a new school, and settling in to your new position and community, it’s easy to lose

4 Октябрь, 2015 No Comment Read More

QQQ Option Trading

Why I Like QQQ Option Trading and Some Favourite Strategies You Can Use QQQ option trading is simply about using the exchange traded fund

4 Октябрь, 2015 No Comment Read More

Option Investor Trader s Corner Saturday 12

by OI Staff HAVING TROUBLE PRINTING? In a December 4, 2006 interview with TraderInterviews.com, the great Tom Bulkowski separated patterns that the short-term trader

4 Октябрь, 2015 No Comment Read More

How ETFs Keep the Taxman at Bay

ETFs are often touted for their tax efficiency, and for good reason. They can be significantly more tax-efficient than conventional mutual funds, making them

3 Октябрь, 2015 No Comment Read More

Mutual Fund Portfolio Tracker using Excel Download and Tutorial

Would you like to spend next 5 minutes learning how to create an excel sheet to track your mutual fund portfolio? We will use

3 Октябрь, 2015 No Comment Read More

Computerized Investing

by Joe Lan, CFA No matter what type of investor you are, keeping an eye on your investments is always a priority. Thankfully, websites

3 Октябрь, 2015 No Comment Read More

Can Lazy Investors Win the Retirement Game

Dennis Kagel, Investment Advisor on September 02, 2014 By Dennis Kagel, Investment Advisor Representative Contrary to what Wall St. preaches and what the ‘talking

2 Октябрь, 2015 No Comment Read More

Attribution Analysis

Attribution Analysis To what do we attribute a manager's performance? Is it stock picking, investing in the right style, or market timing? Were certain

2 Октябрь, 2015 No Comment Read More

Top TaxDeferred Savings Tips for Retirees

Retirement isn’t the finish line when it comes to retirement savings; it’s just another stage, and it’s one that retirees need to adjust to.

2 Октябрь, 2015 No Comment Read More

Top SEC EDGAR Tools For New Investors

Navigating the plethora of data available to investors can be overwhelming. The SEC has made it a bit easier with its EDGAR system. EDGAR

1 Октябрь, 2015 No Comment Read More