Nine Timeless Rules for Investing in Mutual Funds (and ETFs)
by John Markese
It is surprising how seductive any article can be that proposes some arbitrary number of rules for doing something you are even remotely interested in. So please excuse my use of this artifice because if you invest in mutual funds or exchange-traded funds, or are contemplating investing in them—I desperately want you to pore over these rules.
Rule #1: Understand what the fund invests in and the fund’s investment approach before you invest.
Sounds like common sense and simple, but not enough investors take the time to review a prospectus and an annual report.
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