Published on May 7, 2015.
By Michael Johnston
Both expert commentary and basic education is readily available for those who know where to look.
Whether you're an individual investor looking to better understand the basics of mutual funds or a financial professional interested in more nuanced analysis, there are a number of excellent, free educational resources available. The list below includes five mutual fund experts who write regularly about all things related to mutual funds and investor psychology, followed by five educational resources for beginners.
The following list includes five resources for expert mutual fund commentary aimed at financial professionals or savvy retail investors.
Dan Solin is director of investor advocacy for the BAM Alliance and the author of a series of books. He also contributes regularly to The Smarter Investor column published by U.S. News & World Report, where he analyzes the challenging issues facing investors. Dan's expertise will help individuals and professionals alike manage money more efficiently. His column on how to avoid being conned by fund advertising is perhaps the best example of the value his insights can deliver to investors and advisors. You can also follow Dan on Twitter.
David Snowball is a communications professor at Augustana College in Iowa and the publisher of the influential Mutual Fund Observer. This site has been praised for its constructive criticism of the mutual fund industry, and now reaches more than 25,000 subscribers. The monthly updates, which are free to read, contain an incredible amount of information. Everything from fund launches and closures to manager updates and profiles to fund analytics are included. (The April update topped 10,000 words.) You can read more about David and his team in his Wall Street Journal profile.
Larry Swedroe is director of research for the BAM Alliance, a community of wealth management firms. In this role, Larry writes constantly about the challenges and opportunities facing investors. Larry regularly chimes in on the merits of active and passive management strategies, offering unique insight into that ongoing debate. You can follow Larry on Twitter, sign up to get his commentary via email, and read more of his articles on a number of sites, including MutualFunds.com.
Matt Sauer is the publisher of the Mutual Fund Investor Guide, a popular site that publishes buy / sell recommendations for hundreds of mutual funds. Matts site publishes guides to Vanguard and Fidelity funds, so his newsletters will be noteworthy for any investors with a preference for products from those issuers. Although Matt's newsletter requires a paid subscription, he publishes a significant amount of free content as well, including market perspectives throughout the week. You can also follow Matt on Twitter.
Tom Madell, PhD is the publisher of the Mutual Fund Research Newsletter, which is published monthly and available for a free download. Tom has been publishing this newsletter since 1999, making it one of the longest-running mutual fund publications. In addition to commentary on the current state of the markets, this newsletter includes updates on several model portfolios. These portfolios, which are built primarily around mutual funds, include a number of different objectives and risk tolerances. Tom also offers his preferred funds for achieving a particular investment objective, which can come in handy when evaluating different options. Tom's insights can also be found on Seeking Alpha.
Note: The remaining 5 listings are for websites, not for expert commentary.
Note: This article was published by fundreference.com which has recently shut down.
About the Author: Michael Johnston
Michael Johnston is senior analyst for Fund Reference, and also serves as COO of parent company Poseidon Financial. His investment expertise has been featured in The Wall Street Journal, Barron’s, and USA Today, among other publications. He resides in Chicago.