Paul Jacobs, CFP

Articles

10 Reasons Besides Poor Performance to Sell a Mutual Fund

Article

There are plenty of reasons to dump a mutual fund or exchange traded fund (ETF) besides poor performance. Here are 10 reasons it might make sense to sell a solid performer.

Customizing Allocations to a 529 Plan

Article

While many 529 college savings plans offer standardized glide paths that reduce risk as the child gets closer to college, these paths are one-size-fits all. Parents can do better.

Pros, Cons of Investing in Private Equity Funds

Article

Adding private equity funds to your portfolio can lead to higher returns and lower risk over the long term, but choosing a private fund takes much more due diligence than selecting a mutual fund.

Rebalancing Your Portfolio in a Tax-Smart Way

Article

Now's the time to reduce risk and bring your portfolio in line with your long-term asset allocation. But selling without a tax strategy could result in higher taxes than necessary.

Foreign Markets' Underperformance is an Opportunity for Rebalancing

Article

Investors in foreign stocks have suffered through several years of underperformance, while the U.S. market has been on quite a run, but it's time to rebalance your equity portfolio.

Underrated, Overrated Mutual Fund Statistics

Article

Both mutual funds and baseball generate reams of statistics. With the baseball season about to begin, let's take a closer look at which stats may help you pick winners and which ones are mostly noise.