Smart Investor

Smart Investor

Top Mutual Fund Warning Signs

While the creation of the mutual fund has been incredibly beneficial for the average investor, it is important to evaluate all sides of what mutual fund have to offer. Mutual funds do provide instant diversification and bring professional management to the individual investor, but are there any downsides? In particular, […]

Smart Investor

A History of the Mutual Fund, Part I

Many investors view the mutual fund as a modern invention, which makes sense as the first open-end mutual fund structure in America has its roots in the 1920s. However, investment vehicles with a similar structure and ideals were offered overseas hundreds of years before. As with most inventions, the now-common […]