Retire On $460,000 In 2025 With This Simple 7-Fund Portfolio

Retire On $460,000 In 2025 With This Simple 7-Fund Portfolio

Happy senior couple relaxing on deck chairs at beach getty The suits on Wall Street will say that $460K isn’t enough to retire on. Well, that “modest” nest…

Proprietary investment funds come with an important catch

Proprietary investment funds come with an important catch

Dear Liz: One subject I’ve never seen you address is the use of proprietary funds by financial advisors. We’ve taken over the finances of my in-laws, whose advisor…

Best China Region Mutual Funds in 2024

Best China Region Mutual Funds in 2024

Currently, the best mutual funds in the China region are the Matthews China Fund, Fidelity China Region Fund and Invesco Greater China Fund Class A. China region mutual…

Is Invesco American Franchise A (VAFAX) a Strong Mutual Fund Pick Right Now?

3 Top-Ranked Mutual Funds for Your Retirement

There is never a wrong time to invest in mutual funds for retirement. So, if you’re still looking for the best mutual funds, the Zacks Mutual Fund Rank…

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Lazard Emerging Markets Equity Portfolio Q3 2024 Commentary (Mutual Fund:LZEMX)

This article was written by Follow Lazard Asset Management is known for its global perspective on investing and its experience with global, regional and domestic portfolios. We believe…

FINRA Fines Edward Jones, Osaic, Cambridge $8.2M to Settle Mutual Fund Fee Charges

FINRA Fines Edward Jones, Osaic, Cambridge $8.2M

FINRA is requiring Edward Jones, Osaic and Cambridge Investment Research to collectively pay more than $8.2 million in restitution to customers after the firms allegedly failed to monitor…

Caldwell Investment Management Announces Annual 2024 Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF

Caldwell Investment Management Announces Annual 2024 Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF

Caldwell Investment Management Ltd. NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES TORONTO, Dec. 20, 2024 (GLOBE NEWSWIRE) — Caldwell Investment…

Edward Jones, Osaic, Cambridge hit with $8.2M in restitution

Edward Jones, Osaic, Cambridge hit with $8.2M in restitution

Edward Jones, Osaic and Cambridge Investment Research have agreed to pay investors more than $8.2 million as a refund for mutual fund fees that regulators say should have…

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Lazard International Quality Growth Portfolio Q3 2024 Commentary (Mutual Fund:ICMPX)

This article was written by Follow Lazard Asset Management is known for its global perspective on investing and its experience with global, regional and domestic portfolios. We believe…

3 Top-Ranked Small-Cap Blend Mutual Funds to Invest In

3 Top-Ranked Small-Cap Blend Mutual Funds to Invest In

Investors with a high-risk appetite and an interest in growth and value investing may choose small-cap blend mutual funds to boost their portfolio. While blend funds, also known…