From the category archives:

Mutual Funds

Target Date Funds – Better Off Doing It Yourself?

A few years back, Target Date Funds were all the rage as a one-stop retirement account panacea.  After the market collapse of 2008-2009 took many of these “safe” investments down with everything else, people started questioning whether they were really doing the job as advertised.  Since you were trading off aggressive investments and higher returns […]

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Can a 130/30 Fund Beat the Market? You Bet!

130/30 Mutual Funds have been en vogue for a few years now given the prospect of enhanced returns above and beyond broad market performance without the formal use of leverage. What is a 130/30 Fund? Basically, a fund manager employs a strategy whereby they start with a baseline of 100% of a fully invested portfolio, […]

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