mutual funds

S&P 500's New High: How'd We Get Here?

Three weeks after the Dow Jones industrial average blew past its all-time high, the broader Standard & Poor's 500 index joined it in the history books.

Her Financial Goal: Get a Handle on Retirement Planning

Everyone has things they want to improve about their financial lives -- and we in the AOL newsroom are no exceptions. So we asked money expert Jean Chatzky for advice on how to reach our goals. Today: A music editor who wants to understand more about her 401(k).

Could Your Next Stockbroker Be a Credit Union?

Credit unions, with their favorable interest rates and low fees, can be good alternatives to big commercial banks. But if you're an investor looking for a one-stop shop, you may shun them for their lack of online stock trading services. Well, don't: Many now offer online brokerage accounts, too.

If You Haven't Done This Lately, Your Portfolio Is In Danger

2012 was a good year for the stock markets. But if you want to be prepared for the next correction, whenever it comes, there's one easy-to-implement strategy that has helped investors through the bumps and dips more than any other: rebalancing your portfolio.

The Dangerous Problem Behind ETFs' Big Asset Surge

Thanks to their lower fees, most ETFs do better for investors than similar mutual funds, and investors have noticed: They poured $154 billion into ETFs in 2012, while yanking more than $119 billion out of stock mutual funds. Just one problem: Most of that money went into the wrong kind of ETFs.

What Every American Should Know About the Capital Gains Tax

One of the most contentious issues in the debate over how the U.S. government can increase its revenues involves the capital gains tax rate -- the rate investors pay on their profits. Here's what you need to know to understand just what both sides are arguing about.

Main Street Investors Force Big Changes in Wall Street's Fees

Historically, the asset management industry has been merely an easy way for money managers to get rich at your expense. Even today, 401(k) fees alone rob us of $60 billion a year. But investors have caught on and are demanding lower fees -- and lately, they've started getting them.

Are Individual Investors Destined to Fail?

It's axiomatic among financial-service professionals that most do-it-yourself investors are their own worst enemies, always in the grip of some cognitive bias. But might the professionals be too pessimistic?

The Big Retirement Lie

What if everything you were told about saving in your company retirement plan was bogus? What if the benefit of tax-deferred growth in your mutual fund based retirement plan was really a well-funded Wall Street marketing gimmick?

ETFs and 529s: Two Smart Money Moves That Don't Go Together

Exchange-traded funds are among the most popular recent innovations in the investing world -- with good reason: They offer a host of advantages over mutual funds. But they aren't a universally good solution: They make no sense at all within 529 college savings plans.

Facebook in Your Mutual Fund? It Could Be Soon

Ask people what they think about Facebook, and you're likely to hear everything from "It's a terrific way to connect with friends and family," to "It's a colossal drain on time and productivity." Soon, you could start getting a third response: It's a big investment opportunity.

Stop Paying Wall Street Extra for Your Mutual Funds

Pop quiz: If someone wanted to charge you $600 for something you could get for $10 elsewhere, who would you buy it from? Sounds like a no-brainer. But when people buy mutual funds, they often end up paying the $600 price instead of the $10 one.

Readers' Tips for Financial Revival, Part 3: Investing

A few weeks ago, we asked DailyFinance readers for their best tips for putting your financial house in order. We've covered saving and spending wisely. Now, we move on to another key to long-term financial security: making your money work for you.

A 'Bad Timing' Tax? Mutual Fund Investors, Beware

Nobody likes to pay taxes, but its worse when you're stuck paying them on income you never earned. Unfortunately, that's exactly what happens to many of us every year around this time, thanks to a quirk in how mutual funds operate and are taxed.

Mutual Fund Legend Bill Miller Steps Down

Legg Mason's Bill Miller was the mutual fund industry's rock star through the 1990s and the first few years of this millennium. Now he's unplugging his amp and walking off the stage.

5 Things to Watch This Week

There's never a dull moment on Wall Street, especially when new tablets and old banks are in the way. Let's go over some of the items that will help shape the week ahead once Monday rolls around.

Five Reasons I Hate Target Date Funds

A tsunami of money -- $2 trillion within the next decade -- is flowing into target date funds, a type of retirement account that's supposed to make investing for our post-work years simple. But the way those funds are run isn't always in our best interest. Laura Rowley explains.

4 Signs It's Time to Dump Your Mutual Fund

Many mutual fund shareholders may not even realize how well or poorly their funds have been doing lately. After all, actively managed mutual funds are attractive to those who don't want to have to watch the market too closely. But you should definitely watch for these four simple warning signs.