Mutual Fund Sales Loads

Those who deal in mutual funds, much like the clients investing with them, are out to make money. There are a variety of different ways they do this, and one of them is through something called a sales load. Continue reading Mutual Fund Sales Loads
Posted on September 9, 2013

The Impact of Expense Ratios on Investment Performance

The basic idea behind investing is to grow your assets, of course. However, there are certain factors involved in the entire investment process that can take a chunk out of your expected investment returns. Investment fees are one notorious factor, so we decided that we’d look through some of the basics on expense ratios and Continue reading The Impact of Expense Ratios on Investment Performance
Posted on August 23, 2013

Investing for Education 101

In an increasingly competitive and technical world, a proper post-secondary education of some sort is more important than ever before. It’s also more expensive than ever before, so being able to invest wisely for education is an extraordinarily important thing. Here, we’ll be covering just the basics of investing for college. Continue reading Investing for Education 101
Posted on August 12, 2013

4 Major Stock Market Myths

Like many aspects of society, Wall Street has bred its own mythology. Some of these myths about the stock market are quite harmless, but some can have deep financial consequences for those who subscribe to them. One of the biggest myths of the stock market is that what goes down, must go back up (and Continue reading 4 Major Stock Market Myths
Posted on July 29, 2013

The Expansion of DIY Investing

“Do it yourself” investing is nothing new. Amateurs have been grinding away and managing their own portfolios for years now. But new tools and services have fueled tremendous growth in the DIY investing area. Studies indicate that anywhere between one and two thirds of investors are investing independently… Continue reading The Expansion of DIY Investing
Posted on June 11, 2013

IAM Customer Survey Results

We’d just like to let all of the IAM portfolio management software users who responded to our customer satisfaction survey know that we really appreciated their feedback and that we’ve put together a page detailing the survey results. The results were overall very positive, and we are extremely pleased with both the turnout and community Continue reading IAM Customer Survey Results
Posted on May 15, 2013

Penny Stocks: Risk and (improbable) Reward

News of “penny stocks” has probably invaded the sides of your browser at some point with news of some (supposed) penny stock millionaire. But what, exactly, are these penny stocks, and is it a worthwhile investing venue? Continue reading Penny Stocks: Risk and (improbable) Reward
Posted on May 2, 2013
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