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What is a Growth Mutual Fund?

Mutual fund overload. That’s what it feels like sometimes…especially when you look at your 401k menu trying to decide which ones to select. But that’s nothing compared to how many mutual funds there are…period. In the United States alone…close to 10,000.

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What's a Balanced Mutual Fund?

We’re all looking for a little balance in our lives. At least that’s what the so called experts tell us to do. Work…life balance. Professional vs personal life vs family life. Hey, it’s all one life in my book.

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What's Inside Your Mutual Fund?

What’s inside your fund? Your mutual fund. Are you profiting from things you wouldn’t be proud of? Things that don’t align with your values and beliefs. Do you even know what companies your mutual fund contains?

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What's the Deal with Target Date Funds?

The date is the target. The date is the year that you plan to start using the money in the fund. For most folks, the date is the year they expect to retire. But it could be a date for any financial goal, like saving for college or buying a home.

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What is a Value Fund?

A better name for Value Funds would be “Companies We Bought on Sale” Fund. Because that’s what value fund managers are doing…buying companies they believe are undervalued by the market.

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What is a Mutual Fund?

Let’s break it down. Mutual…something you do together with others, a mutual experience…or something you have in common…like a mutual friend. In this case, it’s a fund.

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