Paul Katzeff

Deputy Editor, Investing

About

Paul Katzeff is an award-winning journalist who has written four books about how to grow your 401(k) retirement nest egg and one about internet investing. Before becoming an investing deputy editor with Forbes Advisor, he was a senior reporter/writer at Investor's Business Daily, a correspondent for Money magazine, managing editor of the Boston Business Journal and staff writer for the Boston Herald American Sunday magazine. His work has been featured in The New York Times and The Wall Street Journal.

Paul Katzeff is an author and journalist with expertise in personal finance, retirement planning, cryptocurrencies and tax strategies. As a Forbes Advisor investing deputy editor, he writes and edits stories about mutual funds, ETFs and individual securities.

Paul has written five books about investing and personal finance, and he penned the biography “Marvin Gilmore: Crusader of Freedom” about a Boston civil rights activist, who rose from boyhood poverty as the grandson of slaves to achieve the American dream.

Prior to joining Forbes Advisor, he was a senior reporter/writer at Investor’s Business Daily, a correspondent for Money magazine, managing editor of the Boston Business Journal and a staff writer for the Boston Herald American Sunday magazine. His writing has appeared in The New York Times and The Wall Street Journal.

Expertise

Investing
Mutual funds
ETFs
Personal finance
Retirement planning
Tax strategies
Civil rights
Cryptocurrency
Technical analysis of securities

Achievements

Award-winning journalist and author
A veteran of Investor’s Business Daily, Money magazine, Boston Business Journal and Consensus, a publication for mediation professionals produced by the MIT-Harvard Public Disputes Program
Creator of a news service whose clients included the National Law Journal and Court TV
Former staff writer for the Boston Herald American Sunday magazine and sports section
Author of five books on investing and personal finance
Author of a biography of civil rights activist Marvin Gilmore
Has made numerous appearances on news programs

Other Publications

Education

Bachelor’s degrees in English and philosophy from Tufts College

Honors & Awards

Judge, preliminary round, Awards for Excellence in Business and Financial Journalism: conducted by John Hancock Financial Services & Fordham University Graduate School of Business Administration
Second place, United Press International writing contest, features category, New England newspapers, for magazine story about what became of leading figures in Boston’s “counter culture” of the 1960s.

6 days ago

10 Best Recession Stocks Of July 2024

Recession risk in the United States has receded. But geopolitical risk, election risk and restrictive monetary policy all threaten the current market rally. And what about the next inevitable recession? Investors can weather the market turmoil by investing in certain...
6 days ago

9 Best Oil Stocks Of July 2024

While the broader S&P 500 index is up by roughly 20% this year, the energy sector as a group has underperformed significantly in 2023. In contrast, oil stocks were some of the few shining stars during the bear market of...
6 days ago

10 Best Growth Stocks Of July 2024

Growth stocks refer to shares of companies that are expected to grow at rates significantly above the average for the stock market as a whole. Over the next five years, analysts predict a median EPS growth rate of 8.5% per...
6 days ago

10 Best Dividend Growth Stocks Of 2024

There’s more than one way to invest in dividend stocks. For one thing, you can aim for stocks that pay high dividends. Another tack is to opt for equities whose dividends are likely not the highest on the market but...
6 days ago

Best Crypto Stocks Of July 2024

Cryptocurrency began with Bitcoin (BTC) in 2009. Today, the market has grown exponentially to encompass a dizzying array of coins, blockchains, crypto exchanges and payment processors. During the crypto bull run of 2021, a handful of public companies made significant...
6 days ago

10 Best Vanguard ETFs Of July 2024

Vanguard offers more than 80 exchange-traded funds in the U.S. tailored to a broad range of investment strategies and financial goals. From niche sector ETFs to total market equity funds, there are Vanguard ETFs designed to satisfy every investing preference....
6 days ago

10 Best Short-Term Bond ETFs Of July 2024

To help investors make the most of their fixed income allocation, Forbes Advisor has created this list of the best short-term bond ETFs. You’ll find a range of funds spanning extremely short maturities of less than a year up to...
6 days ago

10 Best Actively Managed ETFs Of July 2024

Actively managed ETFs are exchange-traded funds that give investors the chance to beat the market rather than being the market. Passively managed index funds often outperform their actively managed competitors, but on occasion an active ETF hits it out of...
6 days ago

The Best ESG Funds Of July 2024

While some critics condemn ESG funds as “woke” investing, regular investors' appetites remain strong for these funds, which consider the environmental, social and governance factors of a portfolio's companies along with the companies' financial fundamentals. To help you find the...
6 days ago

8 Best Leveraged ETFs of July 2024

Leverage amplifies both investment returns and risk. But with greater risk comes greater rewards, at least when times are good. When an investment doesn’t work out, leverage can make things a lot more painful. For this reason, only experienced investors...
6 days ago

Best Mid-Cap ETFs Of July 2024

Many investors prefer the relative stability and name recognition offered by large stocks. On the other hand, some prefer the dynamic potential of the smallest companies on Wall Street, even if those firms sometimes carry elevated risk. But in between...
6 days ago

8 Best Commodity ETFs of July 2024

Commodities are an ideal hedge against inflation, while also offering diversification. And while commodities might have pulled back in 2023, longer-term trends demonstrate why prudent portfolio allocation is so important for weathering all kinds of market conditions. However, owning commodities...
6 days ago

9 Best Real Estate ETFs Of July 2024

Buying real estate ETFs—often in the form of REITs—is an easy and affordable path to exposing your portfolio to the real estate market. Since REITs are required by law to pay out 90% of their taxable income annually, these funds...
6 days ago

Best Inverse ETFs Of 2024

Inverse ETFs aim for performance that is the mirror-image opposite of their target, customarily an index. Their investments are reset daily. They typically make hefty use of borrowing, which is how they achieve multiples of inverse performance. But that multiplies...
6 days ago

10 Best Bond ETFs Of July 2024

Bonds are a core component of any well-diversified investment portfolio. Their role is two-fold: To generate income and bolster returns during market declines. In 2022, bonds reminded investors of their utility as shock-absorbers, with most fixed income categories losing less...
6 days ago

7 Best Junk Bond ETFs Of July 2024

Fixed income is a core component of a well-diversified investment portfolio, and higher interest rates can make shorter-duration junk bonds particularly attractive for income investors. Higher rates can boost returns over time as fund managers reinvest cash from maturing issues...
6 days ago

7 Best Dividend ETFs Of July 2024

Rising interest rates have sent bond prices into the tank, leaving dividend stocks as a preferred alternative. But dividend ETFs make it even easier to own a diversified portfolio of great dividend stocks than buying each stock individually. Forbes Advisor...
6 days ago

10 Best ETFs Of July 2024

Selecting the ten best exchange-traded funds from a pool of thousands is akin to picking the ten most beautiful beaches on earth. There are too many to choose from, and everyone has their own unique preferences. Forbes Advisor tackled this...
6 days ago

7 Best Charles Schwab Mutual Funds Of July 2024

Best known as a brokerage and fund supermarket, Schwab runs $692 billion worth of its own funds. That ranks the company among the 10 largest fund families in total net assets. That heft is the crux of Schwab’s ability to...
6 days ago

9 Best Vanguard Mutual Funds

Thanks to their reputation for low costs and high quality, Vanguard mutual funds are widely popular. Vanguard’s $5.7 trillion in mutual fund assets under management gives the firm about a 23% market share, roughly 40% more than runner-up Fidelity Investments'...
6 days ago

10 Best Technology Mutual Funds Of July 2024

Over the past 10 years, the technology sector has enjoyed stratospheric performance. You can’t even match the tech funds category with a typical S&P 500 index fund. But which individual technology mutual funds suits you best? We combed the tech...
6 days ago

10 Best Fidelity Mutual Funds Of July 2024

Selecting the best Fidelity mutual funds is no easy task. The Boston-based fund giant runs about 575 funds, catering to everyone from retail investors to members of 401(k) plans and customers of financial advisors. It’s a challenge to choose the...
6 days ago

10 Best High-Yield Bond Funds Of July 2024

In a world of ever-evolving financial landscapes, the quest for reliable income and capital growth is constant. Enter the high yield bond fund—an investment option that promises impressive cash flow, a relatively high degree of price stability and instant diversification....
6 days ago

Best Total Bond Market Index Funds Of 2024

You know you should be investing in fixed income, but the bond market can be a challenging puzzle for many people. Choosing a total market bond index fund is an easy way to answer this riddle. When you own shares...
6 days ago

10 Best Money Market Mutual Funds Of July 2024

If you put $70,000 in a money market fund today, after 12 months, you could earn an extra $3,368.99 in interest compared to most savings accounts. That's because the 100 largest money market mutual funds offer investors a 5.13% average...
6 days ago

10 Best Real Estate Mutual Funds Of July 2024

Real estate is a reliable asset class commonly found in diversified investment portfolios. While real estate mutual funds don't lead in price appreciation or income generation among Morningstar fund categories, they provide an excellent balance of both over time. Currently,...
6 days ago

9 Best Retirement Income Funds Of 2024

One of the big challenges of retirement investing is balancing your need for income against your desire to keep generating growth. The best retirement income funds give you both stable cash flow after you retire and decent capital appreciation. Among...
6 days ago

10 Best Mutual Funds

A first-rate mutual fund portfolio is diversified. It holds funds focusing on U.S. stocks and bonds as well as international securities. It offers both growth and value stocks as well as passively managed funds and active funds. Most importantly, however,...
6 days ago

Best Crypto Staking Platforms Of July 2024

Investors love generating passive income, but plenty of market experts claim that cryptocurrency lacks the ability to provide a source of income. That’s not entirely true. Staking (as well as a few rewards programs) can generate interest income from the...
6 days ago

7 Best Blockchain ETFs Of July 2024

Blockchain forms the backbone of cryptocurrencies like bitcoin and Ethereum, though its applications are much more far reaching, potentially revolutionizing any work that requires database recordkeeping and beyond. For investors looking to capitalize on the exciting potential of this technology,...