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Investing fundamentals: A shift in winds
“A fundamental shift to a weaker dollar creates opportunities both here and abroad.”
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Past Articles

The importance of humility in investing
Humility is a discipline that can help protect investors from letting their emotions overrule their common sense.

When Should I …roll over a retirement account?
If you’re retiring and have a 401(k), rolling into an IRA can help. But tax advantages come with tax rules, so rollovers can get complicated.
Downside protection for investors
Investors can’t foresee when news events will disrupt markets, but they can set up and monitor downside protection for their portfolios. Kyle Tetting explains in a MONEY TALK VIDEO. […]
Bonds also face investment risks
All investments contain risk. Even bond holdings – typically considered safer than stocks – face possible shortcomings, especially as interest rates rise. In a MONEY TALK VIDEO, Tom Pappenfus talks about how investors can assess bond risks in their portfolios. […]
Mutual Fund 101 – Introduction
In an introduction to our Mutual Fund 101 series, Adam Baley talks about a convenient investment vehicle for building diversified portfolios. […]
Making the most of mutual fund fees
Essential to the success of an investment is how much its costs eat into returns. Understanding fees is important.