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

Top Water Industry ETFs to Buy Now

Buy these new water industry ETFs, based on some newly-created water indexes.

Why Target-Date Funds Can Miss Marks

Target-date funds are popular investment choices in 401(k) plans but there are caveats for investors.

Finding the Top Closed End Funds for Investment

Closed end funds (CEFs) are similar to mutual funds, but they also present some unique features. First, they offer a limited number of shares, which makes them “closed” as opposed to the continuous offering of new shares in a traditional mutual fund.

What’s the Difference Between Absolute and Relative Returns?

In stock market investing, it might sound simple to determine whether or not a stock or a mutual fund is profitable. But it’s more challenging than you think for 401k investors to determine whether a fund manager or broker is doing a good job.

Dive Into Water ETFs And Mutual Funds

Water ETFs and mutual funds provide investors access to one of the largest industries worldwide.