This week June 2, 2018, we review why mutual funds close to new investors and why performance often lags after a fund closes. We also review current investment conditions for small cap equity and why David is not increasing his allocation to U.S. small company stocks. … [Read more...]
MNY057 Plus: Oil Futures and Mutual Fund Closures
In this week's Money For the Rest of Us Plus episode, I discuss Details of my recent trade to add exposure to oil futures. Why mutual funds close their funds to new investors. The episode length is 13 minutes. … [Read more...]