Mutual Funds

What is direct indexing?

By Nottingham|2019-10-15T15:28:11+00:00September 24th, 2019|

Rebecca Lake takes a look at direct indexing with input from CEO, Kip Meadows.

8 Great Benefits of Mutual Funds

By Nottingham|2019-10-15T15:28:11+00:00September 23rd, 2019|

With so much recent attention paid to ETFs,  you might be wondering if there

How to Invest Your First $1000

By Nottingham|2019-10-15T15:32:38+00:00June 24th, 2019|

An article appearing in the U.S. News & World Report by Coryanne Hicks outlines nine investments

Choosing interval funds over mutual funds

By Kip Meadows|2019-10-11T18:17:41+00:00December 11th, 2018|

In the last installment of our interval fund series, Kip Meadows, Founder & CEO

Is there a perfect scenario for starting a mutual fund, hedge fund or ETF?

By Kip Meadows|2017-12-05T09:00:03+00:00December 5th, 2017|

There is a saying in aviation that all airplanes are compromises. If you want

Building a Watch to Tell Time – Starting a Mutual Fund

By Kip Meadows|2019-11-07T19:47:20+00:00November 14th, 2017|

If you know you want to start a fund or ETF (want to know

What circumstances make it a good time to start a fund?

By Kip Meadows|2017-10-31T09:00:15+00:00October 31st, 2017|

Although every situation is a little different, there are some common issues where a

Is there any seasonality in starting a fund?

By Kip Meadows|2017-10-03T09:00:21+00:00October 3rd, 2017|

“To everything there is a season” is not only a well known Tanakh passage

What are the operational differences between an open-end mutual fund and an ETF?

By Kip Meadows|2019-11-07T19:56:22+00:00September 19th, 2017|

Operations for any investment fund are largely the same – investment decisions, reconciliation to

Interval Funds

By Kip Meadows|2017-02-11T18:30:28+00:00February 11th, 2017|

You’ve got chocolate in my peanut butter!!! The commercial from years ago, “you got