Chuck Epstein

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, 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

Why a Mutual Fund’s Total Expenses Should Change its Ranking

An analysis finds that a fund's rating can be misleading if expenses aren't included

No Surprise: Gold Funds Rank as 2010’s Top Performers

Several gold funds have delivered solid returns through November but 2011 looks flat for investors

The Best-Performing Sectors for Q4

Here are the best-performing industry sectors during the fourth quarter from 1994 to 2009.

Are Preferred Securities Right For You?

Preferred stock has yield as a draw, but be sure to read the fine print.

4 Water Mutual Funds to Buy Now

These mutual funds are a way to invest in the global water industry.