TMFS in Print
Here you'll find all the latest Mutual Fund Store-related media
that's been featured in print.
- 01.31.10 | Investment News: Forgoing famous funds for hidden gems
“A lot of these fantastic managers just don't do any marketing, because the bulk of their business is institutional.” --Adam Bold
- 01.19.10 | Associated Press: The worst mutual fund ever is closing up shop
"You would have to go out of your way to do as badly as this fund." --Adam Bold
- 01.10.10 | Richmond Times-Dispatch: Index funds are a conservative way to invest
"In this environment, a well-managed active fund is likely to do better than an index fund." --Adam Bold
- 01.06.10 | U.S. News and World Report: The Impact of Mutual Fund Fees
"Remember that when you pay a load, the load does not go to the mutual fund company; the load goes to the broker who is selling you that fund." --Adam Bold
- 01.06.10 | Kiplinger: Retire When You Want
The Mutual Fund Store...recently introduced its Retirement Paycheck service. It's designed to provide predictable income, principal protection and the potential for asset growth.
- 12.25.09 | The Buffalo News: A decade of complicated funds
"When you start making concentrated bets like that, you are playing against the all-stars." --Adam Bold
- 12.13.09 | Investment News: Pimco's new execs
"I'm not going to be putting money into their equity funds until there is some track record." --Adam Bold
- 12.02.09 | U.S. News and World Report: The 10 Strangest Mutual Funds
"Any time you buy a fund that has investment restrictions on it—whether they be social or religious or industry-related—you have to be willing to accept lower returns in exchange for things that are important to you." --Adam Bold
- 11.30.09 | Tribune Media Services: Smart Year-End Tax Moves
"If you own taxable mutual funds in which you have a loss...it is worth your while to sell that fund and lock in the tax loss." --Adam Bold
- 11.28.09 | Wall Street Journal: 'B' Shares Sent to Detention Mutual Funds Are Dropping the Securities; One Adviser Calls Them a 'Rip-off'
"You have to keep funds with B shares for a long period, meaning you stay in things you otherwise would sell." --Adam Bold
- 11.23.09 | A.P.: Big differences among funds tracking same index
"An index fund is a commodity, and you should buy it as cheaply as possible." --Adam Bold
- 11.18.09 | U.S. News and World Report: Is 'Jones v. Harris Associates' a Referendum on Mutual Funds?
"In our society, you have to be able to sell a good product at a reasonable price, or people will go elsewhere." --Adam Bold
- 11.17.09 | U.S. News and World Report: Why Mutual Fund Case Isn't About Executive Pay
"The government doesn't regulate how much a car company can charge for a car. They don't regulate how much a restaurant charges for a dinner." --Adam Bold
- 11.06.09 | U.S. News and World Report: The Case for Concentrated Funds
"They should be the icing on the cake, not the cake itself." --Adam Bold
- 11.05.09 | DailyFinance.com: Mutual fund fees fight may be much ado about nothing
"It doesn't matter how much you pay the fund. What counts is how much the fund pays you." --Adam Bold
- 11.02.09 | Marketwatch: Take the long view
"The best approach is a diversified portfolio of actively-managed, no-load mutual funds holding domestic and international stocks and bonds." --Adam Bold
- 10.15.09 | SmartMoney: Great Mutual Funds on the Cheap
"What's important is how much the fund pays you in the end." --Adam Bold
- 10.14.09 | K.C. Star: Dow returns to familiar ground, closes above 10,000 for first time in a year
"We're where we might have been if we'd just had a recession. We've returned to normalcy." --Adam Bold
- 10.11.09 | Investment News: Money funds caught between staying safe and staying around
“At this point, we're doing an extra level of due diligence on the money funds that we use." --Adam Bold
- 10.09.09 | Forbes: What Your Fund Manager Owns
"Those who have significant investment in their own funds will care a bit more than those who don't." --Adam Bold
- 09.30.09 | U.S. News and World Report: Mutual Funds: There's an App for That
"It's sort of like a gun in that the device itself isn't evil—it's what you do with it." --Adam Bold
- 09.25.09 | Bizzia.com: Predictable Income for Retirement
"It's terrible that many retirees were forced to sell their assets in a down market to generate the income they need to pay their bills." --Adam Bold
- 09.10.09 | SmartMoney: Active Trader: Time to Curb Your Enthusiasm
"People think, 'My 401(k) has changed its status, I better respond.'" --Adam Bold
- 08.28.09 | Forbes: Mutual Funds: Charitable Families
"As human beings we all have a responsibility to make the world a better place." --Adam Bold
- 08.21.09 | Forbes.com: Mutual Funds: Is SRI Worth The Hassle?
"Potential investors need to understand how a fund company views what its funds own and decide if their beliefs align with those of the fund company." -Adam Bold
- 08.13.09 | A.P.: September is actually worst month for stocks
"Somebody had to be September." --Adam Bold
- 07.24.09 | SmartMoney: 10 Funds Staging a Combeback
The last six months we've been trying to figure out which managers just hit a bad patch last year and which managers have just gone bad." -Adam
- 07.09.09 | US News & World Report: Funds Stage a Comeback: Time to Forgive and Forget?
"Investors should look beyond a fund's recent performance and focus on how it has historically navigated downturns and bull markets (long-term record is also a factor.)" -Adam Bold
- 07.06.09 | The Wall Street Journal: Boosting Kids' Financial Literacy During The Summer
Kids "may hear their parents gripe that things are tight this month, but they take things for granted." -Adam Bold
- 07.03.09 | The Kansas City Star: Emerging markets such as Brazil, Russia, India and China attract investors
"We've been gradually increasing our exposure there," said Stacey Schreft, director of investment strategy for The Mutual Fund Store in Overland Park.
- 05.31.09 | Investment News: Active ETFs need time to catch on, some say
"I would buy actively managed ETFs for my clients if they offered something I couldn't find in regular, open end mutual funds." -Adam Bold
- 05.24.09 | The Boston Globe: It's time to rethink financial wisdom
"There are lots of different ways to pay for college. People can take out loans, people can pay for it out of their monthly budget, and people can get scholarships. But there are no scholarships for retirement." -Adam Bold
- 05.08.09 | Forbes.com: Mutual Funds: The Unkindest Cuts
Adam Bold, author of The Bold Truth About Investing asked mutual fund experts about the obligations of fund companies.
- 05.08.09 | US News & World Report: How Young Investors Can Stamp Out Debt and Start Investing
"The problem is, most people don't have the discipline to pay down debt the way they should, because there are other things going on." -Adam Bold
- 05.04.09 | The Wall Street Journal: When Safe Places No Longer Feel So Safe
"People are fixated on the short term at the possible expense of the longer term." -Adam Bold
- 05.01.09 | Forbes.com: Mutual Funds: All A-Twitter. Are Twitter and Facebook making you do stupid things?
"The underlying issue is the ever decreasing levels of patience among many Americans, and whether these technologies are exacerbating the situation." -Adam Bold
- 04.24.09 | Forbes.com: Mutual Funds Should Keep Away From Geithner
"I would invest our clients' money into closed-end funds that have purchased these assets, but only for a small percentage of their growth-oriented accounts (perhaps 5-7% maximum)." -Adam Bold
- 04.16.09 | Bloomberg.com: Bold Says Mix of Mutual Funds Can Meet Most Investors' Needs
"There is no asset class that we could possibly want to be invested in that I can't take care of with a mutual fund."
- 04.15.09 | Benefits seen in stress test findings
"Once you tell people you're doing the tests, it's kind of hard to not tell them what the results are... you're immediately going to think the results must be bad, if they don't want to to tell us." Stacey Schreft, Marketplace.publicradio.org
- 04.15.09 | CNNMoney.com: Dow stages late 100-point rally
"A lot of recent reports are showing that things might be flattening out and bottoming and the Beige Book seemed to indicate that too." -Stacey Shreft, Director of Investment Strategy, The Mutual Fund Research Center
- 03.18.09 | MarketWatch: Three funds for January: Position your portfolio for a market rebound
"Is your portfolio designed to allow you to participate in the next stock market rebound?" -Adam Bold
- 03.10.09 | Hometown Heroes
The Mutual Fund Store Foundation worked in collaboration with Community Foundation experts to help families in critical need.
- 02.27.09 | Forbes.com: Mutual Funds: Staying In Style
"Some mutual fund companies harm investors by trying to issue trend-chasing products." -Adam Bold
- 02.12.09 | Little is absolute about absolute return funds
"These funds are being created not by the investment strategy departments ... but by the marketing departments... Over time, I don't know how they can possibly deliver..." -Adam Bold
- 11.21.08 | Forbes.com: Mutual Funds: Beware Annuities
"It's not only that they are expensive; much of the time the customer doesn't get what they thought they were." -Adam Bold
- 10.01.08 | MarketWatch: Fund outflows mean tax hit for investors
"A lot of managers will also at the same time sell positions in which they have losses to off-set any capital gains." - Adam Bold
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