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fund manager tenure

How to Review Manager Tenure When Deciding on a Mutual Fund

  When picking out a mutual fund, one of the things I look at is fund manager tenure.    This is how long the current manager or co-managers have been running the mutual fund.   Mutual

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How to Change Your Money Beliefs

We all have money beliefs.  Some are good and some are bad – but we all have them.  These beliefs have a big impact on our ability to succeed with money. If we have a negative belief about our

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morningstar style box

What is a Style Box on Morningstar and How to Use It

Morningstar created the style box as a way to get a quick glance of where a portfolio is invested. This can be a mutual fund portfolio or even your own portfolio.There is a stock version and a bond version.What

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mutual fund fees

Understanding Mutual Fund Fees

If you think airline fees are confusing, wait till you try and understand mutual fund fees.   We are going to look at four mutual fund fees that you will encounter.    These include: management

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pe ratio

The Ultimate Guide to the PE Ratio for New Investors

The price to earnings ratio (P/E or PE ratio) is a quick way to see if a stock might be overpriced.It is also a great tool to compare different stocks.Let's take a deeper look at what the PE ratio is and

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mutual fund minimum investment

How to Understand What a Mutual Fund Minimum Investment Is

What is a mutual fund minimum investment?  It is the smallest dollar amount you can open a mutual fund with. Understanding what a minimum purchase is does not seem like it should be all that hard to understand.

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where to put emergency funds

Where to Safely Keep Your Emergency Fund [Includes Comparison Cheat Sheet]

You know you need an emergency fund, and that it should be held someplace safe. But the options of where to hold those emergency funds can be a bit confusing. There are so many accounts that it is not

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cutting expenses

Stop Reading [How to Cut Your Expenses Articles] It Won’t Work

The number of articles and blogs on cutting back on expenses is astounding; a recent search yielded 6,360,000 results. That is a lot of attempts to get this expense cutting thing down right. So why do

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how to start learning about investing

Learn to Invest in 4 Easy Steps [First 2 May Surprise You]

When you are new to investing everything can seem overwhelming.  There is an entire language dedicated to just investing. Just looking at stocks you immediately see terms like domestic stock, large cap

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how to have financial discipline

6 Steps to Financial Discipline & Financial Success

You have worked hard to grow your business and found success. You know what it takes to be disciplined, you do it every day with your business. Don’t believe me? Take a look at one of the definitions

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