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Best (and Worst) Small and Mid Cap Funds for 20-Something Investors

There are many small-cap and mid-cap companies in the fund universe, but they only account for a tiny fraction of the total U.S. stock market. By contrast, the S&P 500, a large-cap index, accounts for about 85% of the total capitalization of U.S. stock. But that doesn't mean picking the best small-cap and mid-cap for your portfolio and life  is an easy task.Small and mid-cap stocks can be relatively illiquid, highly volatile and vulnerable to changes in the economic cycle. They can also provide critical diversification to long-term portfolios. And the best of the breed, of course, will eventually go on to join the large-cap universe as they grow in size and stature. Small and mid-cap funds are, therefore, an important consideration for investors who are planning for retirement and other long-term goals.Let's take a peek at a hypothetical investor to see how small-cap and mid-cap funds play a role in his retirement portfolio.Case Study: MartinMartin is in his late 20s, single and employ...

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    6 Last-Minute Retirement Planning StrategiesIn a perfect world everyone would follow a consistent saving and investing plan, allowing them to retire with the same li...

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    It used to be that when we turned 65, it meant it was time to leave the labor market. But now, boomers are delaying retirement-some, indefinitely.The state of the ec...

  10. Asset Allocation Tips for Young Investors

    Most of us are flying solo when it comes to retirement planning, and according to a recent study, this tactic isn't working out.Research from the Employee Benefit Re...

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    When you say "yes" to tying the knot, you're doing more than joining hearts and lives, you're also joining finances. Gulp. For better or worse, if you don't communic...

  12. How to Choose the Right Retirement Financial Advisor

    It can be hard to trust someone with your hard-earned money, but the truth is, most of us don't have the knowledge and tolerance to invest wisely.The uncertainty of ...

  1. Why Career Planning Should Be Part of Your Retirement Planning

    If you are in your 20s, 30s, and 40s, saving for retirement is different than it was for your parents. While the goal is the same -- preserving lifestyle -- how you'...

  2. How to Factor in Health Costs into Your Retirement Planning

    Boomers planning on relying on just Medicare to cover their health-care costs in retirement better think again.    With health care costs rising two to three times f...

  3. Five Excuses Why People Don't Save for Retirement

    Retirement Savings: No ExcusesThe list of excuses for why it's impossible to save for retirement is endless. Some people may be just getting started in their careers...

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    A few days ago I had a prospective client, Richard, come in to my office to discuss his retirement plans. He had no idea what he needed to do to make his retirement ...

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    Co-workers tend to look at me as someone who dives head-first into projects and generally meets deadlines ahead of schedule, so they don't realize my hidden secret.I...

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    The Great Recession might be officially over, but that doesn't mean boomers have forgotten the devastation it caused on their retirement accounts and the shockwaves ...

  7. Spend or Save? What Should You Do with Your Tax Refund?

    It's Christmas in April. That's how it feels for many of us as we eagerly await our refund from Uncle Sam, but it's important to take stock of your financial situati...

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