investment portfolio

WBIR: Mutual Funds and Star Ratings

Blog, InvestingBy Paul Fain, CFP®November 14, 2017

How do you select a mutual fund to invest in? Well, for one thing, a recent article in the Wall Street Journal challenged the notion of relying on “star ratings” to make your picks. WHAT IS THIS HULLABALU ABOUT THE STAR RATINGS ON MUTUAL FUNDS? Morningstar research rates funds from 1-star (low) to 5-star…

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Knoxville News Sentinel: How Does a Financial Planner Invest?

Blog, InvestingBy Paul Fain, CFP®March 26, 2017

Have you ever wondered if a chef eats his own cooking? Does a doctor take her own medicine? Or, do financial planners invest in the same strategies they recommend to investors? Recently, a vice president at Morningstar, an investment research firm, wrote about his personal investment portfolio. His asset allocation is basically 93 percent stock, 4 percent cash,…

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