ST. LOUIS – While financial advisors today are taking advantage of new technologies for client service, practice management and investment management, they are still wasting hours of time each month ...

Many investors fail to get the returns stated by their mutual fund’s fact sheet. How can that be? Morningstar, an investment research company, noted this disconnect in its 2019 study “Mind the Gap: A ...

It’s time to review a mutual fund fact sheet, prospectus and financial statements for the oldest operating mutual fund in the United States (since 1924), the Massachusetts Investor Trust (MFS) with ...

Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial ...

Following last week’s money flow and investments article, we today begin a review of a mutual fund structure. Moneywise noted the recent mutual fund statistics where more than $50 trillion are held ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and ...

Whether it is lump sum investing or investing through SIPs, the fund has not only beaten its benchmark, the Nifty 500, but has also demonstrated the real power of long-term investing. A mutual fund ...