We are a leading source for proprietary buy, sell and hold recommendations on hundreds of various…
Category: MUTUAL FUNDS
Why are you recommending index funds but not investing in them yourself?
A reader says, “You strongly recommend index funds for new investors. Why do you not recommend…
Market Perspective for June 5, 2023 – Mutual Fund Investor Guide
The final week of May saw several significant news releases that will likely have an impact…
Subscribe to Premium Content – Mutual Fund Investor Guide
We are a leading source for proprietary buy, sell and hold recommendations on hundreds of various…
Briefly Noted . . .
Jamie Cuellar, CFA, passed away unexpectedly and tragically on May 8. He was the co-portfolio manager…
Leuthold Core Investment (LCORX/LCRIX) | Mutual Fund Observer
By David Snowball Objective and strategy Leuthold Core pursues capital appreciation and income through the use…
The Young Investor’s Secret Weapon: The HSA
By Mark Freeland Many things in life suck. High on anyone’s list would be: Health insurance…
Taylor the Investor: You belong with me!
By David Snowball Taylor Swift might be the swiftest young investor of her generation. Ms. Swift,…
Recession Watch | Mutual Fund Observer
By Charles Lynn Bolin The Chronology of the Economic Cycle provided by Joseph Ellis in Ahead…
A Dinner and Walk with David Sherman, fund manager of Crossing Bridge Funds.
By Devesh Shah Last week I had the opportunity to sit down for dinner with one…