Chuck Epstein

Chuck Epstein

Mutual Fund Writer

Chuck Epstein is an award-winning writer, who has held senior-level marketing and communications positions at the New York Futures Exchange, Chicago Mercantile Exchange, Lind-Waldock, Zacks Investment Research, Russell Investments and Principal Financial.

He has won national awards from the Mutual Fund Education Alliance and his site, www.mutualfundreform.com, was named best small blog in 2009 by the Society of American Business Editors and Writers.  He has written by-lined articles for over 50 financial publications, and worked on teams which introduced futures and options based on the S&P 500, Russell indexes, CRB index, Eurodollars and CDs.

He is the editor of Managed Futures in the Institutional Portfolio (Wiley, 1992) and The Handbook of Corporate Earnings Analysis (Wiley, 1994).

He lives in Tacoma, Washington and can be reached at cepstein@prodigy.net.

Recent Articles

How to Keep Your Broker Honest

By Chuck Epstein, Mutual Fund Writer

Don't wait for the SEC to make a new law -- investors can make sure their brokers are operating without a conflict of interest.

3 Tips for a Less Confusing 401k

By Chuck Epstein, Mutual Fund Writer

Mutual fund investing in your 401k plan can be confusing, but here are 3 tips to help.

3 Strategies to Manage Your Mutual Fund Risk and Maximize Returns

By Chuck Epstein, Mutual Fund Writer

Mutual fund investing strategies can help reduce your risk, like the core-satellite investment method for funds.

6 Top Fidelity Funds for Your 401(k)

By Chuck Epstein, Mutual Fund Writer

Here's a way to keep the profits continuing in 2011 and still stay on top of expenses.

5 Oil Funds Worth Watching in 2011

By Chuck Epstein, Mutual Fund Writer

These mutual funds are worth considering if the sector stays hot.

4 Big Mutual Funds — And the Small Fries That Do It Better

By Chuck Epstein, Mutual Fund Writer

You don't have to go large to get better returns and lower risk.

5 Reasons Why Fund Flows Are Booming

By Chuck Epstein, Mutual Fund Writer

Funds added more than $900 billion in 2010, nearly double the decade-long average.

3 Ways to Avoid a Bad Mutual Fund

By Chuck Epstein, Mutual Fund Writer

Investors often need to use their power to fire fund managers.

How the Big Funds Fared in 2010

By Chuck Epstein, Mutual Fund Writer

In 2010, size paid off for the largest mutual fund families.

Top 4 Telecom Fund Winners

By Chuck Epstein, Mutual Fund Writer

These four mutual funds capitalized on a big year in telecom.

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