How to Determine the Right Equity Allocation

Asking us, “How much equity should I hold after retirement?” is a common concern for many…

Global Momentum Guide for November 13, 2023 – Mutual Fund Investor Guide

The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…

Market Perspective for November 12, 2023 – Mutual Fund Investor Guide

The first full week of November was a relatively quiet one with only a couple of…

How can I convince my friend to start investing in equity?

A reader wants to know a way to convince his friend to start investing in equity…

What should I do with my mutual funds if the market crashes?

A reader asks, “What should I do with my mutual funds if the market crashes? I…

Can I retire if my annual expenses are 6% of my corpus?

A reader says, “I have a generic question about retirement planning. Can you retire if your…

The Investor Guide to Fidelity Funds for November 2023 – Mutual Fund Investor Guide

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What are the “must have” mutual fund categories in a portfolio?

A viewer on our YouTube channel wants to know,  What are the “must have” mutual fund…

Global Momentum Guide for November 6, 2023 – Mutual Fund Investor Guide

The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…

Market Perspective for November 5, 2023 – Mutual Fund Investor Guide

The last few trading days were full of intensity as both a Fed interest rate decision…