FUNDS, RETIREMENT

Janet Brown

CEO,

FundX Investment Group

  • IMEA STAR Award winning Newsletter 2018-2020
  • Forbes Contributor Since 2011
  • Fund Intelligence Top Fixed-Income Manager (2017)

About Janet

Janet Brown is CEO of FundX Investment Group, a San Francisco-based registered investment advisor that has helped generations of clients build and preserve wealth for more than 50 years. Her acclaimed upgrading strategy is an active approach that uses mutual funds and ETFs to capitalize on global market trends, whether for growth or to lower volatility or increase tax efficiency. FundX manages separate accounts for individuals, retirement plans, and businesses; publishes NoLoad FundX, a monthly newsletter; and also offers a series of FundX Upgrader Funds available through all major brokers.

Janet's Articles

Are you doing enough to manage your investment taxes? When you invest in a taxable account, you are taxed on your investment gains, so you’ll want to manage your investments in a tax-efficient way, notes Janet Brown, mutual fund expert and editor of No-Load FundX Newsletter.
The end of the year is an important time for fund investors: it’s your last chance to make tax-smart moves in your portfolio, asserts Janet Brown, mutual fund expert and editor of No-Load FundX Newsletter.
“I’m worried about the election,” an investor told us recently. “Should I take some money off the table?” He was a longtime investor, so he’d been through many elections before, but everything seemed so different this year, notes Janet Brown, president of FundX Investment Group and editor of NoLoad FundX. 
Your investments have power. You can invest in a way that supports the status quo, or you can use your investments to make a difference on issues ranging from climate change to data security, writes Janet Brown, who’s presenting at MoneyShow San Francisco.

Janet's Videos

Many investors feel stuck right now, and for good reason. It's hard to know what's the right move to make when you're concerned about the recovery and rising interest rates, baffled by the stock market's surges and sell-offs, and worried that the world is forever changing.

The most important thing you can do as an investor is to choose a plan and then stick to it. FundX's proven strategy is designed to help you take advantage of major market trends and limit exposure to underperforming areas of the markets, without the need to forecast.

Janet Brown will share strategies and insights that have helped thousands of investors take control of their financial futures through good markets and bad. She'll offer ideas on where to invest now amid Covid-19 uncertainty, what to do when markets change, and share secrets to long-term investment success.

You Will Learn:

  • How to invest now when you can't know the future - participate in leadership trends by selecting funds and ETFs that are currently in favor.
  • Which areas and funds are best now?
  • How to avoid the worst mistakes and position for a variety of outcomes.
  • How to balance your assets for stability in a low-interest-rate environment.


Janet Brown describes the evolution of socially responsible investing and why you don't necessarily have to give up performance.
More than half of global assets managers are looking at the material risk that things like client change and inequality have on corporate bottom lines