What mistakes do people make when investing in mutual funds?
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What is a mutual fund?
What types of mutual funds are there?
How can I buy a mutual fund?
What is a loaded fund?
What is the difference between A, B and C shares?
What is a no load fund?
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What else should I look for in mutual fund selection?
Can I just look at the number of stars a fund has in Morningstar?
What mistakes do people make when investing in mutual funds?
What are the types of mutual funds that I should be investing in?
Are mutual funds the best type of investment?
What is an asset class?
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Investment Planning
David John Marotta
President, Marotta Wealth Management, Inc., Marotta Wealth Management, Inc.
434-244-0000
questions@emarotta.com
David John Marotta is the President of Marotta Wealth Management, a fee-only financial planning and asset management firm in Charlottesville, Virginia. He is an oft-quoted writer and speaker on financial matters and his weekly financial column can be found at www.eMarotta.com
What mistakes do people make when investing in mutual funds?
Host: What mistakes do people make when investing in mutual funds?
David Marotta: Probably, one of the biggest mistakes that people make is they buy the wrong kind of fund; they, generally will buy a loaded fund from a salesman because the salesmen are the one who are going to find you. If you go out and find the best fund, you will find the no-load funds, but if you wait for some financial professional to come to you, the chances are that you are not going to have a fee-only financial planner, you are going to have a commission-based mutual fund salesman and then you are going to get loaded funds.
The second mistake that people make is they think that you cannot buy and sell, so they put money into their investments, but they will never bother to rebalance their investments.
Transcripts
Host: What mistakes do people make when investing in mutual funds?
David Marotta: Probably, one of the biggest mistakes that people make is they buy the wrong kind of fund; they, generally will buy a loaded fund from a salesman because the salesmen are the one who are going to find you. If you go out and find the best fund, you will find the no-load funds, but if you wait for some financial professional to come to you, the chances are that you are not going to have a fee-only financial planner, you are going to have a commission-based mutual fund salesman and then you are going to get loaded funds.
The second mistake that people make is they think that you cannot buy and sell, so they put money into their investments, but they will never bother to rebalance their investments. And you need to rebalance your investments, constantly, at least once a year, in order to get the best returns and the lowest volatility. So, just the fact that you rebalance every year will end up boosting the returns and lowering your volatility.
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