November 04, 2008
"The wonderful thing about gold is that you still have willing buyers," said Paul Sutherland, chief investment officer for Traverse City, Michigan-based Financial & Investment Management Group, which manages about $540 million and has 5 percent of its assets in the metal. "One of the first things people will buy once they take their heads out of the foxhole is gold. It can take on a life of its own and go to $1,000, $2,000."
October 27, 2008
Paul was recently quoted in The Christian Science Monitor regarding the outlook on municipal bonds
October 27, 2008
Linda Stern of Newsweek, quoted Paul in a recent article about recouping losses over the long-term
October 11, 2008
"This is when you want to be looking forward and not getting caught in the headlights," he said.
October 06, 2008
"Those banks that have experience acquiring other banks are the ones you want to own in this market," says Paul Sutherland, president of Michigan-based Utopia Funds, which owns preferred shares of Santander.
September 16, 2008
Financial advisor Paul Sutherland said he received several calls Monday from skittish investors. But Sutherland, president of FIM Group/Utopia Fund, an international investment firm based in Traverse City, tells his clients that market downturns are normal and that there are still plenty of money-making opportunities.
August 26, 2008
FIM Group was recently recognized by Financial Advisor Magazine as one of the fastest-growing independent advisory firms in the country
August 26, 2008
Paul is quoted in a recent article by Investor.com's Jesse Emspak, regarding socially screened funds.
August 25, 2008
With many stocks down 50%, the time is right to buy, Utopia Growth manager says
August 22, 2008
After years of disappointing investors, shares of the discount chain have jumped to a four-year high. But are they now too pricey? FIM Group's Paul Sutherland weighs in on the topic.
August 20, 2008
Paul was recently featured in the August 2008 Issue of Boomer Market Advisor Magazine
August 01, 2008
How to use branding, marketing, PR, and new media to differentiate yourself
July 22, 2008
Paul Sutherland, a portfolio manager for the Utopia Funds, is also optimistic toward Brazil's prospects for growth. "I really like what's going on in Brazil," he says, "I think on a long-term basis, they are absolutely going to develop into a first-world country."
July 14, 2008
Market cap of companies, trading volume are on rise
June 06, 2008
Fund manager Paul Sutherland uses a Zen philosophy on behalf of his investors.
"The key elements of balance and finding your spiritual center are vital to your understanding of money," says Sutherland, author of "Zenvesting" and founder of the Utopia Funds. "Like food, water, warmth and touch, money is part of our lives. View it like energy."
May 28, 2008
Shares of smaller companies are sometimes volatile and risky, but they can provide great opportunities. Here's how to find them
May 26, 2008
Paul was recently interview by The Wall Street Transcript on Global Total Return Investing.
May 22, 2008
When Paul Sutherland was 17, a family friend gave him $2,000 to test his investing legs with the instruction that he could keep any profits over 11.2 percent. It was the 1970s, and stocks were in the midst of a long bear market, but Sutherland made out by trading gold, silver, U.S. and foreign coins, and paper currency. Today, he's the chief investment officer of the globally focused Utopia Funds, based in Traverse City, Mich.
May 09, 2008
It takes an experienced hand to navigate today's turbulent markets. But if you're looking for a mutual fund that will see you through the morass, don't just look at funds with long track records. Often these are victims of their own success, having become so popular that their asset levels are bloated. As a result, managers may not be able to maneuver portfolios nimbly enough to sidestep downturns and may also miss out on potential buying opportunities.
April 22, 2008
When Paul Sutherland was 17, a family friend gave him $2,000 to test his investing legs with the instruction that he could keep any profits over 11.2 percent. It was the 1970s, and stocks were in the midst of a long bear market, but Sutherland made out by trading gold, silver, U.S. and foreign coins, and paper currency. Today, he's the chief investment officer of the globally focused Utopia Funds, based in Traverse City, Mich. Recently, I asked him about global investing, hot sectors, and which funds he likes.
April 03, 2008
Suzanne Stepan from Utopia Funds will be among those speaking at the April 9th Reuters Advice Point Forum NY. She will be a panelist on the session dedicated to a discussion of the uses of style boxes in the world of mutual funds. She was kind enough to spend some time with Reuters Advice Point and answered a few questions in advance of her appearance.
April 02, 2008
The fight against global warming is making carbon emissions the hot new commodity.
According to a February report from New Carbon Finance, a research provider for global carbon markets based in London, the United States could have a $1 trillion domestic carbon emissions market by 2020 if it develops a comprehensive "cap and trade" program.
March 27, 2008
Scroll down the list of top-performing equity mutual funds and a lot of familiar names pop out?Kenneth Heebner, Chuck Royce, John Calamos, and more. All have had success going against the market's conventional wisdom. But with most of these legendary investors up there in years, Royce was managing money before the Beatles came to America, and Heebner started his first job as U.S. combat troops entered Vietnam, who are the maverick fund managers of the future?