Upgrader Guide to Navigating Changing Markets
You’ve probably thought about how to invest through bull and bear markets, but what about other market changes, like market trends?
Market trends typically last years, and yet, many people aren’t invested in a way that can help them capture these trends.
Here's what every investor should know about market trends as well as three trends to pay attention to now.
Market trends typically last years, and yet, many people aren’t invested in a way that can help them capture these trends.
Here's what every investor should know about market trends as well as three trends to pay attention to now.
Featured Articles
One big change in the markets has been the shift from conventional investing to sustainable investing. Sustainable or ESG...
Jun 10 2021
Market themes tend to change in each decade, and since US markets led in the 2010 decade, foreign stocks could be the place...
Apr 15 2021
Nearly 20 years ago, we did something we’d never done before: we launched our first mutual fund, the FundX Upgrader Fund...
Jan 23 2021
Insights
One big change in the markets has been the shift from...
Jun 10 2021
Many investors know that stock markets change, but they don’t...
May 24 2021
Many investors see changing markets as a problem, but we’ve found...
May 12 2021
Market themes tend to change in each decade, and since US markets...
Apr 15 2021
Nearly 20 years ago, we did something we’d never done before: we...
Jan 23 2021
If you started investing in the last 10 years, it may be hard to...
Dec 15 2020
The best investment results are long term, and in order to stay...
Feb 11 2019
Over the long term, stocks have had terrific gains, and if you...
Feb 11 2019
How can you stay invested through steep market declines? It...
Feb 11 2019
How did you get started as an investor? You may have started in...
Oct 31 2018
Investing is not bound by age; you can start as early as you can...
Sep 30 2018
There has been a generational shift in how investors think about...
Sep 30 2018
In investing, time is money, and yet most people don’t start...
Sep 30 2018
In retirement, you’ll live off your retirement accounts, ideally...
Jun 30 2018
Retirement investing is tough because there are so many unknowns...
Jun 30 2018
One of the biggest challenges in retirement investing is getting...
Jun 30 2018
How do you make money and make a difference? I grappled with this...
Mar 31 2018
Where we invest and what companies we support has an impact on...
Mar 31 2018
“How do I know which funds to own?” an investor asked me recently...
Mar 31 2018
Most investors use stocks, bonds or cash to try to reach their...
Dec 31 2017
Bonds have been a pretty reliable source of gains for years now...
Dec 31 2017
What’s the best way for you to invest? Should you manage your own...
Dec 31 2017
Corporate governance can be one way to find out. It looks at how...
Sep 30 2017
Planning for retirement is tough. There are so many things we can...
Sep 30 2017
Many people like the idea of sustainable or impact investing, but...
Jun 30 2017
Have you ever wondered if there was a better way to evaluate risk...
Jun 30 2017
You know that interest rates are rising and that this could...
Dec 31 2016
How you invest your money can be a vote for the values you want...
Dec 31 2016
You invest in stocks for growth, but that growth comes at a price...
Dec 31 2016
Q: What’s the biggest financial regret? A: Not putting aside...
Sep 30 2016