Charles Epstein

Charles Epstein, a distinguished contributor to MoneyRates, has held senior marketing roles at renowned global institutions. Charles has penned four books and contributed articles to over 50 financial publications. His accolades include the first-place win for his blog, www.theprogressiveinvestor.org, awarded by the Society of American Business Editors & Writers. Charles clinched awards three years in a row from the Mutual Fund Education Alliance, celebrating his outstanding contributions to broker-dealer and shareholder newsletters in the large mutual fund category. With an M.A. in communications and a B.A. in journalism from the University of Illinois, Urbana, Charles’s unique blend of academic and professional accomplishments makes him an authoritative voice in the world of finance.

Recent Articles By Charles Epstein

Advanced Asset Allocation Strategies

Charles Epstein
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Advanced asset allocation uses different management strategies along a spectrum of active and passive management – but it also uses new asset classes that can boost returns.

Vanguard Personal Advisor and Digital Advisor Services Reviews 2024

Charles Epstein
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Investors looking for quality, low-cost advice might also be pleased to find the breadth of investment options available at Vanguard. Two types of advisory services are offered – the Vanguard Personal Advisor and the Vanguard Digital Advisor. The key difference is the amount of human fine-tuning between the two.

Asset Allocation – How Should You Allocate Your Assets?

Charles Epstein
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Asset allocation is the process of deciding which financial instruments (stocks, fixed income, cash, real estate) you should invest in, how much risk you should assume (conservative to very aggressive), and how much money you should invest in each asset class. It is the most powerful strategy to build a top-performing investment portfolio.

How Risky Are Certificates of Deposit?

Charles Epstein
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Find out why CDs belong in your portfolio if you need to manage cash for the short term.

Cash Equivalents for Individuals and Businesses

Charles Epstein
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Managing cash and cash equivalents are essential for individuals and businesses. Cash is an asset class that impacts portfolios and business balance sheets, but it is often overlooked as an income source by individuals and businesses.

Facet Wealth Financial Advisor Services Review 2024

Charles Epstein
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As a virtual financial-planning firm, Facet has made all client portfolios fully accessible online. The online site includes the client’s portfolio positions, assets, liabilities, goals, and progress toward reaching those goals.