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Do you have investment advice other than the portfolios?

Last update on: Oct 09 2019

I’ve always recommended that investors simplify matters by consolidating their mutual funds at either a discount broker or at one or two fund companies. Many of these firms also let investors save money by offering to trade funds with no transaction fees (NTF programs). I regularly list the funds I recommend in each investment category that participate in a major NTF program and also funds from the major fund families in my “One-Stop Recommended Portfolios.” This way, my readers get the convenience of using one toll-free telephone number or web site and receiving one comprehensive account statement while getting the benefits of no load investing. And they can do all this while following my advice. Not all of the funds I recommend have a good alternative at each major fund family or in the NTF program, but I list them when they exist.

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