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mutual funds

What Is Greenwashing?

January 1, 2021

Greenwashing is an interest in sustainable investing. More specifically, it’s investing in ESG funds. Today, Paul talks about why this is more of a sales

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Fee Free Funds

March 27, 2019
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Target Date Funds – Hidden Risks

February 4, 2019
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Target Date Fund Issues

June 14, 2018
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Dangers of Sector Investing

May 2, 2018
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Target Fund Traps – What You Need To Know

November 1, 2017

*Advisory services offered through Paul Winkler, Inc. (‘PWI’), an investment advisor registered with the State of Tennessee. PWI does not provide tax or legal advice:

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Securities lending revenue – Is your fund keeping something from you?

March 3, 2013

In a recent article in the Wall Street Journal® (When Funds Lend Securities, Who Wins?), Jason Zweig talked about a common practice in the mutual fund industry

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Advisory services offered through Paul Winkler, Inc. (‘PWI’), an investment adviser registered with the State of Tennessee. PWI does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.”