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The Mutual Fund Show

Saturday, October 11, 2014

  • The Mutual Fund Show® 2014/10/11
    Hear ways to ignore the ‘financial devil on your shoulder’ and, as a result, avoid blowing up your retirement savings. Adam chats with the manager of Schwab International Core Equity [SICNX] fund.

Saturday, October 4, 2014

  • The Mutual Fund Show® 2014/10/04
    Even financial services companies aren’t immune to silly sales gimmicks – hear what to watch out for. Adam reminds you why rebalancing is so important to the health of your portfolio.

Saturday, September 27, 2014

  • The Mutual Fund Show® 2014/09/27
    Following investing ‘patterns’ could leave you short of reaching your goals – here’s why you should forget about them. Adam chats with the manager of Kinetics Paradigm No Load [WWNPX] fund.

Saturday, September 20, 2014

  • The Mutual Fund Show® 2014/09/20
    Have you or someone you know been a victim of a scam? Here’s how to recognize when you’re being targeted. Adam chats with the manager of T. Rowe Price Summit Municipal Intermediate [PRSMX] fund.

Saturday, September 13, 2014

  • The Mutual Fund Show® 2014/09/13
    Will your nest egg last as long as you do? We’ll show you how to keep your finances afloat in retirement. AMG Managers Brandywine Blue Fund [BLUEX] is the latest addition to Adam’s Hall of Shame.

Saturday, September 6, 2014

  • The Mutual Fund Show® 2014/09/06
    Monthly pension or lump-sum payment? Denny and Andy show you how to decide. Adam chats about mutual-fund fees and dispels the fear that fees will eat too much of your returns.

Saturday, August 30, 2014

  • The Mutual Fund Show® 2014/08/30
    This holiday weekend, we give you the best of Adam Bold! From annuities to his popular Hall of Shame, Adam's expert advice gives you the investing insight you need.

Saturday, August 23, 2014

  • The Mutual Fund Show® 2014/08/23
    Perception plays a role in investing, but that doesn’t mean it should – we’ll show you what to avoid when picking funds. Adam chats with portfolio manager Mike Magiera from Manning & Napier Equity.

Saturday, August 16, 2014

  • The Mutual Fund Show® 2014/08/16
    Denny and Andy give you the “talk” you should have with your spouse to ensure a successful retirement. Adam chats with portfolio manager Mitch Garfin [BHYIX] about the high-yield bond market.

Saturday, August 9, 2014

  • The Mutual Fund Show® 2014/08/09
    Denny and Andy show how using the wrong comparisons in investing can land you in hot water. Adam discusses the importance of knowing your fund managers are right for you.

Saturday, August 2, 2014

  • The Mutual Fund Show® 2014/08/02
    CEO John Bunch chats with Carrie Schwab-Pomerantz about retirement planning and financial literacy. Adam sits down with Eric Rothman, fund manager of AMG Managers Real Estate Securities [MRESX].

Saturday, July 26, 2014

  • The Mutual Fund Show® 2014/07/26
    Denny and Andy tell you why your retirement plan should resemble a well-written book, not the made-for-TV movie version. Adam discusses the long-term benefits of a properly diversified portfolio.

Saturday, July 19, 2014

  • The Mutual Fund Show® 2014/07/19
    Denny and Andy rail against longevity annuities and discuss the three stages of retirement – and how you can plan accordingly. Adam chats with the manager behind Buffalo Discovery Fund [BUFTX].

Saturday, July 12, 2014

  • The Mutual Fund Show® 2014/07/12
    Adam talks about the market highs and whether you should take money off the table or stick to your strategy. Later, an interview with Dr. Frank James from James Balanced Golden Rainbow Fund [GLRBX].

Saturday, July 5, 2014

  • The Mutual Fund Show® 2014/07/05
    Denny and Andy take a deep dive into 3 of the most commonly held mutual funds – find out if you should buy, sell, or hold! Adam chats with Mary Ellen Stanek from Baird Funds about the bond market.
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