Investment product selection involves many variables, but one area that requires a balancing act is the trade-off between affordability, diversification and sophistication. "Everyone wants the holy ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Investment fees might look small on paper, but they pack a surprisingly powerful punch when it comes to your long-term wealth. A seemingly modest 1% annual fee can actually cost you tens of thousands ...

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...

If you’re parking cash in a money market fund while waiting for recent market volatility to subside, you might be paying dearly for that safe spot. Many money market funds still carry high expense ...

Most investors are accustomed to having close to instant access to their money. If you hold shares in a stock or exchange-traded fund, you can trade shares any time during the day. Open-end funds can ...

Asset managers are eagerly awaiting an S.E.C. decision that would allow mutual funds to also trade as E.T.F.s — potentially changing how trillions of dollars are invested. By Ian Frisch Good morning.

Money market accounts (MMAs) — not to be confused with money market funds — combine features of savings and checking accounts, allowing holders to write a limited number of checks and get a higher ...

The Securities and Exchange Commission (SEC) is on the verge of allowing major changes to the way exchange-traded funds (ETFs) and traditional mutual funds are structured. Specifically, an SEC ruling ...