Update to Cost Analysis Report #1 | Personal Fund
We've released a few minor but helpful updates to the Cost Analysis Report: In the Last Year's Itemized Costs of Owning This Fund table and Basic Fund Profile table, we further break down the management [...]
Interview with Personal Fund’s Stefan Sharkansky
Paul Adams and Cory Shepherd of Sound Financial Group interviewed me recently on their Your Business Your Wealth podcast. I had a great time speaking with them. Listen in! https://sfgwa.com/2020/02/25/podcast-episode-174-the-hidden-costs-of-investing-an-interview-with-dr-stefan-sharkansky/
Personal Fund is mentioned in Forbes
Forbes has an article on February 29, 2020, "Study: High Fund Expenses, Turnover Have Negative Effect On Performance" by Lawrence Carrel, about our recent research study. Carrel's piece is a well-written summary of our work. [...]
A new look for our website
We've redesigned our website for easier navigation and readability, better formatting on mobile, and as a robust platform for future functional enhancements. Please let us know what you think of the new design. E-mail: support@personalfund.com
Mutual Fund Research Study: Costs and Returns
December 12, 2019 We have completed an extensive research study of mutual fund costs and returns for the period 2000 - 2016. This post highlights some key findings which we are now using to present [...]
Higher Yielding Tax-Exempt Mutual Funds
A millionaire asked: "Tell me how I can make use of your fund calculator to choose a tax-exempt fund that is higher yielding?" Go to the Fund Finder box (which states "enter any part [...]