Archive by Author

Jun, 22 2011

the-future

7 things I wish I’d known about investing when I was younger

What would it be like if you could go back in time to talk to your younger self about investing?

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Apr, 20 2011

Jem5 Emerging Markets Bond Funds

Jem5 Emerging Markets Bond Funds

This week’s Jem5 takes a look at our top rated emerging markets bond funds.

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Mar, 30 2011

Jem5: Real Estate Funds (REIT’s)

Jem5: Real Estate Funds (REIT’s)

The phrase “real estate” for most of us conjures up images of the residential housing market. However in the world of mutual funds investing, the overwhelming preponderance of investments funds make in the real estate sector are commercial in nature

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Mar, 23 2011

$100_bill

Are You on Your Way to Being Wealthy?

One needs to have money in order to invest it. How can you accumulate money and ultimately become wealthy? You can dream about winning the lottery or hope that your startup will be the next big thing. It happens. But in the vast majority of cases, it’s not about a “big break,” but more about saving day by day and month by month – and, investing your money wisely.

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Mar, 18 2011

Are you overpaying your mutual fund manager?

Are you overpaying your mutual fund manager?

A good deal of ink is spilled here at the Jemstep blog on the subject of mutual fund fees. In large part that is because understanding fees can be so maddening. In this post, we help you compare apples with apples when it comes to fees by deconstructing the actual things that fund managers do that can justify higher fees – as well as what activities do not come close to making the grade.

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Mar, 16 2011

Jem5: US High Yield Bond Funds

Jem5: US High Yield Bond Funds

The high yield sector has been one of the strongest asset class performers since the 2008 crisis, with double digit returns each year since then. The sector has been more volatile than usual, but still considerably below the very high levels of intraday volatility seen in equity markets. This week’s Jem5 looks at mutual fund ratings for the top US High Yield Bond Funds.

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Mar, 11 2011

happycouple.1

Five Reasons to Love Index Funds

Index funds are low-maintenance, low-cost mutual funds designed to follow the price fluctuations of a broad index, such as the S&P 500. In general, there’s nothing too exotic about them and in fact, they are quite boring if you’re looking for an investment that can significantly outperform the market – index funds do nothing more than try match the market. But when it comes to long-term investment success, index funds work.

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Mar, 4 2011

oil2

Is it time to move into commodities?

Amidst the turmoil in the Middle East, investors should be aware of the different ways to add commodities exposure to a diversified portfolio and why they should be considering this strategy now.

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Mar, 2 2011

Jem5: Top Defensive Funds (Staples, Utilities, Healthcare)

Jem5: Top Defensive Funds (Staples, Utilities, Healthcare)

Defensive investments can help add some stability to your portfolio during uncertain times. With turmoil raging in the middle east and oil prices on a hair trigger, now may be the time to consider adding defensive investments to your holdings. This week’s Jem5 takes a look at our top mutual fund ratings for defensive funds.

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Feb, 25 2011

How to choose a 529 College Savings Plan

How to choose a 529 College Savings Plan

Last week we wrote about the risk factors in 529 plans. This article explores some further considerations when choosing a 529 plan while also explaining some basic concepts of this often overlooked college savings tool.

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