Mutual Funds Archive

Top Gun FP Client Note: Beware The Ides Of March

NOTE: Every week or two I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients.  You can ...
Posted by Greg Feirman  ·  1 Comment »

Mish: Mutual Funds – And Buy And Hold – Don’t Work In Secular Bear Markets

July 20, 2009  ·  Category: Mutual Funds, The Investment Advice Business
I used a fee-only financial planner to evaluate our portfolio of mutual funds using a Monte Carlo analysis tool to estimate how much we needed to save annually to hit our retirement "number." I've been a ...
Posted by Greg Feirman  ·  No Comments »

Three Great Mutual Funds For The Coming Bear Market

April 8, 2008  ·  Category: Mutual Funds
This weekend, both Barron's and The Wall Street Journal ran articles on good mutual funds for a bear market: "Mutual Funds That Wear Shock Absorbers" (subscription required), The Wall Street Journal, Saturday April 5 and "Our ...
Posted by Greg Feirman  ·  No Comments »