A Morningstar study found that investors lost about 15% of their returns over 10 years. These tips might help you avoid ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

Fidelity is among the top five largest fund families in the world. The brand has a strong reputation in no-transaction-fee funds with low expense ratios that provide access to popular market segments.

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...

Managed-futures strategies tend to 'do well when volatility starts to rise and keeps going,' says Rob Sorrentino, president of Eckhardt Trading Co. Eckhardt Trading Co., founded by longtime ...

Mutual funds might not be as scintillating as their younger brethren, exchange-traded funds (ETFs), but they remain among the most useful tools in the investing toolbelt. Consider this: If you wanted ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

The US federal government’s Thrift Savings Plan ended April 2024 with $872 billion in assets serving more than 7 million participants—or one in every 25 workers in the United States. Our series of ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Alice Zhang is an Editor with Investopedia. She works on stories about business and impact investing. She is a Certified VITA Advanced Tax Preparer. Charlene Rhinehart is a CPA , CFE, chair of an ...

If you're used to holding individual dividend-paying stocks, distributions from mutual funds and ETFs can be complex and confusing. Mutual funds and ETFs do eventually distribute that income to ...