Mutual Funds

Tips for Converting Mutual Funds to ETFs on a Tax-Free Basis

By Kip Meadows|2020-09-11T14:37:17+00:00July 14th, 2020|

The MutualFundWire.com July 13, 2020 Kip Meadows Mutual funds sometimes merge or choose to

Protecting Participants: What to Know about Mutual Fund Boards

By Nottingham|2020-04-13T15:45:34+00:00December 19th, 2019|

PlanAdviser  By Lee Barney October 31, 2019 Mutual fund boards often do a better

Are there still situations where a mutual fund is the best solution?

By Kip Meadows|2020-04-13T16:06:38+00:00December 17th, 2019|

By: Kip Meadows ETFs currently dominate the investment fund conversation. ETFs account for a

What is direct indexing?

By Nottingham|2020-04-07T19:00:36+00:00September 24th, 2019|

U.S. News & World Report Rebecca Lake Sept. 20, 2019 A fresh take on

8 Great Benefits of Mutual Funds

By Nottingham|2020-04-07T19:19:09+00:00September 23rd, 2019|

U.S. News & World Report Coryanne Hicks September 19, 2019 Do mutual funds belong

How to Invest Your First $1000

By Nottingham|2020-04-28T20:54:32+00:00June 24th, 2019|

U.S. News & World Report Coryanne Hicks June 20, 2019   These are good

Choosing interval funds over mutual funds

By Kip Meadows|2020-05-01T16:30:44+00:00December 11th, 2018|

USA Herald Kip Meadows July 29, 2017   The average investor has a lot

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|2019-11-22T14:54:30+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|2019-11-22T14:48:24+00:00October 31st, 2017|

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