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Mutual Funds


How to Choose the Best Options for Your Company’s 401(k) Plan

It takes more than portfolio diversification to help employees amass the money needed to enjoy life for 20 more years after they quit working full-time.

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Recent Articles about Mutual Funds

How to Launch Your Company's 401(k) Plan

How to set up a retirement plan that maximizes employee contributions, minimizes fees, and puts your staff on the path to making wise investment choices.  Read more

Picking a Plan

1. Evaluate Your Needs If you want to encourage your employees to contribute to their retirement, there are two options: a so-called SIMPLE (savi...  Read more

The Warren Buffett Debate, Continued

Consider me hazed. After my second post as a blogger for Inc.com, the comments ranged from generally supportive to outright disbelief in what I was writin...  Read more

Why Entrepreneurs Can't Invest

It turns out the instincts that make one a good entrepreneur can also make one a bad investor.  Read more

Returns: Rational Pessimism

Turns out there's a bright side to falling stock prices.  Read more

Sample News Release

For further information: Lisbeth Wiley Chapman 617-983-0393 Funds of Funds Association FormedRead more

In Search of the Perfect Portfolio

Four entrepreneurs discuss their investment schemes and several experts offer investment tips to business owners.  Read more

Makeover

Analysis of entrepreneurial couple's finances and advice from an investment adviser; how to find a financial planner.  Read more

Winners Losers

Eleven times a year, the money-management magazine FACT publishes the FACT investment Report Card, which chronicles the fate of $10,000 put into a represe...  Read more

Play Money

Some companies are earning high returns on their idle cash -- and living to regret it.  Read more

It's 1983. Look At The Kinds Of Companies That Are After Your Money

If you are in the market for a house, the chances are fair that you can find one through a Merrill Lynch & Co. real estate agent, and that you can arr...  Read more

Mutual Funds: The Sleepy Investment Wakes Up

For openers, when you talk about mutual funds, keep in mind that you are talking about basic money -- bank-account-and-bonds-type money, the kind you expe...  Read more

The Advice Business

It is not hard to find a mutual fund to invest in: Just call your broker or, for no-loads, read the ads. Finding the right fund, however, is a bigger job....  Read more

The Tax Angle: Tips And Traps

When you have money in a bank account or money-market fund the interest or dividends you earn is ordinary income, and is taxed as such. Stock and bond mut...  Read more

And Now For Something A Little Different

Among the great, gray masses of mutual funds that are listed in the newspaper every day, there are a few that might be considered the nonconformists of th...  Read more

Put Your Idle Cash To Work

There are several good places to keep your company's cash when it isn't being used. And a checking account isn't one of them.  Read more

The Great Fund Failure

Mutual funds were designed to let the small guy invest in the market cheaply and efficiently. The system doesn't work, though, when fund investors are to...  Read more

Suckers Wanted

Alpha Strategies offers to give retail investors a shot at snazzy hedge-fund-style techniques. But then there is the troubling link Alpha's backers have ...  Read more

Annuities

Related Terms: Retirement Planning ; Read more

Figuring Out the Fees

Fees for 401(k)s are a hot issue right now -- participants are suing, regulators are tinkering with the rules, and Congress is considering a rewrite. It's...  Read more

Saving on 401(k) Costs

A new poll says that many employers may be thinking of how to cut the costs of their employees' 401(k) plans. One key target: mutual funds. Mutual...  Read more

20 Best Mutual Funds

Inc.'s finance editor offers readers a list of specific mutual funds that are the right choice for company owners.  Read more

How The Pros Pick Growth Stocks

One day in the summer of 1979, Debra Joseph Diamond got a call from an institutional salesman for Rotan Mosle Inc., a regional brokerage firm based in Hou...  Read more

A Mutual Friend

On the face of it, setting up a personal holding company sounds like a graceful means for a once-active business to pass into its golden years. Theoretica...  Read more

The World According To Arps

The new adjustable-rate and auction-rate preferred mutual funds may be oddities, but companies looking for cash repositories will find their aftertax yields ...  Read more

Warren Buffett’s Big Bet

In "The Breakthrough Company" I spend a chapter detailing how important it is for a company to place strategically timed bigger bets in order to break thr...  Read more

Mutual Benefits

The financial services industry has a new product -- mutual funds that enable corporations to capture aftertax profits of 9% or more on their idle cash.  Read more

The Making of an Inc. 500 CEO: My Favorite Job

A close-up article that features one CEO, and how he took his start-up publication to the top of the heap.  Read more

No-load Mutual Funds

The following list of five of the largest no-load mutual fund distributors was provided by the No-Load Mutual Fund Assn. Fidelity Group (800) 225-61...  Read more

Supreme Court Opens New Front In 401(k) Suits

This was shaping up to be a good week for business at the Supreme Court. On Wednesday, the justices delivered decisions in Read more

The Fund That Pays No Taxes

Using old tax provisions and new money-managing tactics, shareholders can convert dividend payments to capital gains.  Read more

The Only Guide to Investing an Entrepreneur Will Ever Need: Our Manifesto

A look at the thinking behind Inc.com's new investing blog.  Read more

An Unusual Jobs Plan

Connecticut Governor M. Jodi Rell is one of the most popular politicians in America, with the sixth best net job approval rating for any sitting governor...  Read more

Venture On The Cheap Publicly Traded Companies

Nearly two years ago, Merrill Lynch Venture Capital Inc. put together an unusual partnership. While most venture capital funds raise money in chunks of $1...  Read more

Risk and Return

Related Terms: Bonds ; Stocks ...  Read more

Iras: Better The Second Time Around

The ads came fast and furious. "Open Your IRA Now!" "Only Two Days Left!" Right up to April 15, 1983, the last day most people could open an individual re...  Read more

Fund Earmarks $50 Million for Small Businesses

CRAFund Advisors is focusing on minority entrepreneurs and communities damaged by natural disasters.  Read more

Mortgage-backed Securities

Although interest rates dropped for most of this year, consumer loan rates remained stubbornly (from the borrower perspective) or satisfyingly (from the b...  Read more

Fund Earmarks $50 Million for Small Businesses

CRAFund Advisors is focusing on minority entrepreneurs and communities damaged by natural disasters.  Read more

Picking A Pac

Political action committees are "an investment that pays off." Here are some ways to measure your return.  Read more