Charles Epstein

Charles Epstein joins MoneyRates.com as a contributor. He has held senior-level marketing positions at major global financial institutions. He is the author of four books and has written by-lined articles for over 50 financial publications. 

In 2009, his blog, www.theprogressiveinvestor.org, won first place in the best small blog category from the Society of American Business Editors & Writers. He also won writing awards from the Mutual Fund Education Alliance in 2006, 2007, and 2008 for writing the best broker-dealer and/or shareholder newsletters in the large mutual fund category class.

He holds a MA in Communications and a BA in Journalism from the University of Illinois, Urbana

Recent Articles By Charles Epstein

Tax Efficient Investing for 2023: How Do Investors Avoid Taxes?

Charles Epstein
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Investors that fail to consider the tax implications of investing might be making a costly mistake. Here’s what you need to know to be a more successful investor.

Vanguard Personal Advisor and Digital Advisor Services Reviews 2023

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.

How Investing In Bonds Can Help Your Portfolio

Charles Epstein
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Bonds are an ideal asset class to diversify any equity portfolio. Learn how to invest in bonds for a fixed-income portfolio that behaves differently than equities in any market cycle.

Facet Wealth Financial Advisor Services Review 2023

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.

How to Maintain Your Return on Investment

Charles Epstein
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Portfolio rebalancing sounds straightforward, but it is more complex than investors think. Learn common mistakes investors make when rebalancing their portfolios.

How to Select The Right Mix of Bonds

Charles Epstein
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Bonds can reduce risk levels and smooth the price volatility in any portfolio, but selecting the right mix is complicated. Whether you need the help of a qualified financial advisor or want to DIY your selection, it’s helpful to have your own understanding about these investments.

What Is A Bond?

Charles Epstein
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Bonds are a modern-day lending practice that has become a sophisticated marketplace where investors come to diversify their portfolios, manage risk and make a decent return. Learn about bond investments, how they work and why they belong in your portfolio.

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.

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.

How to Invest In CD

Charles Epstein
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If you have short-term financial goals, learning how to invest in CDs can help you maximize your return and potentially make more money than other options.

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