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The Pitfalls of Mutual Funds – Time to Get Schooled

This is the second post of a four-post series about my new white paper, “Stop Wasting Your Money in Mutual Funds,” which exposes how hidden mutual fund fees are costing investors like you millions of dollars. To receive your free copy, click here. Mutual fund...

Folio on TV

Folio on TV Fox News Interview Watch Steven Wallman, FolioFN Investments CEO, discuss how to build your own mutual fund on Fox News Channel's "After the Bell." Watch the latest video at video.foxbusiness.com

The Mutual Fund Pitfalls – A Real-Life Cautionary Tale

Check out this real-life story of how mutual fund pitfalls, especially taxes on capital gains distributions, nearly wiped out a couple’s retirement savings. In 2005, George, a 62-year-old sole practitioner lawyer, and Janice, a 60-year-old non-profit administrator,...

NEW VIDEO: Hedging Against Worldwide Chaos – with Cash

Cash as the Hedge Against Worldwide Chaos It’s not bad enough that hidden mutual fund fees are costing American investors millions of dollars in retirement savings. We’re also facing increased volatility due to violent and deviant political regimes. Luckily, we can...

Hidden Mutual Fund Fees…You’re Gonna Need a Magnifying Glass

This is the first post of a four-post series about my new white paper, “Stop Wasting Your Money in Mutual Funds,” which exposes how hidden mutual fund fees are costing investors like you millions of dollars. To receive your free copy, click here and enter your email...

Mutual Fund Fees: What the SEC, NYT Just Figured Out

Mutual Fund Fees Better Late Than Never The investment world has just exploded. Not with nitrogen -- but with the news that mutual funds have high annual fees. (Too bad I already knew it.) A study from the SEC finally acknowledges that mutual funds contain hidden...