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

Can Multi-Manager Funds Outperform?

Multi-manager funds bring in outside managers to broaden resources and expertise.

Active or Passive Mutual Fund Strategy?

In discussion of investment strategy, the debate goes on about active and passive mutual fund strategies, but each may have a place in your portfolio.

What Behavioral Finance Can Teach Investors

Here's what behavioral finance can teach investors about the human factors in how they invest.

MLPs Offer Big Yields, But Look Closely

Investors like the tax efficiency and stable yields of MLPs master limited partnerships, but study the vehicles closely.

Target-Date Funds – How Does Yours Add Up?

Here we identify and rank the best performers among target-date mutual funds.