Chuck Epstein

Chuck Epstein

About Chuck Epstein

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,, 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

Recent Articles

How to Keep Your Broker Honest

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

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

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)

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

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