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Paul Katzeff

Former Investing Editor

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. He has worked as 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 a former investing editor at Forbes Advisor. He is an author and journalist with expertise in personal finance, retirement planning, cryptocurrencies and tax strategies. As an investing 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.
  • 9 Best Real Estate Mutual Funds Of 2025

    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,...
    9 Best Real Estate Mutual Funds Of 2025
  • 10 Best High-Yield Bond Funds Of 2025

    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....
    10 Best High-Yield Bond Funds Of 2025
  • 7 Best Junk Bond ETFs Of 2025

    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...
    7 Best Junk Bond ETFs Of 2025
  • Best Total Bond Market Index Funds Of 2025

    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...
    Best Total Bond Market Index Funds Of 2025
  • 10 Best Short-Term Bond ETFs Of 2025

    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...
    10 Best Short-Term Bond ETFs Of 2025
  • 10 Best Fidelity Mutual Funds Of 2025

    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...
    10 Best Fidelity Mutual Funds Of 2025
  • 10 Best ETFs Of 2025

    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...
    10 Best ETFs Of 2025
  • 9 Best Real Estate ETFs Of 2025

    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...
    9 Best Real Estate ETFs Of 2025
  • 9 Best Retirement Income Funds

    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...
    9 Best Retirement Income Funds
  • 10 Best Mutual Funds Of 2025

    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,...
    10 Best Mutual Funds Of 2025
  • 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'...
    9 Best Vanguard Mutual Funds
  • Best Inverse ETFs Of 2025

    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...
    Best Inverse ETFs Of 2025
  • 10 Best Dividend Growth Stocks Of 2025

    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...
    10 Best Dividend Growth Stocks Of 2025
  • 10 Best Technology Mutual Funds Of 2025

    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...
    10 Best Technology Mutual Funds Of 2025
  • Best Long-Term Investments Of 2025

    The best way to build wealth is to put your money to work in the market. But the seemingly unlimited range of available investment choices can be intimidating for regular folks wondering how to get started. A great way to...
    Best Long-Term Investments Of 2025
  • 10 Best Money Market Mutual Funds Of 2025

    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...
    10 Best Money Market Mutual Funds Of 2025
  • Best Crypto Staking Platforms Of 2025

    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...
    Best Crypto Staking Platforms Of 2025
  • Best Total Stock Market Index Funds Of 2025

    Not every total stock market fund is the same—different funds track different underlying indexes, and they employ varying methodologies to mirror the U.S. stock market. Forbes Advisor has analyzed dozens of options to build this list of the best U.S....
    Best Total Stock Market Index Funds Of 2025
  • 9 Best Oil Stocks Of 2025

    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...
    9 Best Oil Stocks Of 2025
  • Best Mid-Cap ETFs Of 2025

    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...
    Best Mid-Cap ETFs Of 2025
  • 8 Best Leveraged ETFs of 2025

    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...
    8 Best Leveraged ETFs of 2025
  • The Best ESG Funds Of 2025

    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...
    The Best ESG Funds Of 2025
  • 8 Best Commodity ETFs of 2025

    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...
    8 Best Commodity ETFs of 2025
  • 7 Best Charles Schwab Mutual Funds Of 2025

    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...
    7 Best Charles Schwab Mutual Funds Of 2025
  • 10 Best Bond ETFs Of 2025

    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...
    10 Best Bond ETFs Of 2025
  • Best Crypto Stocks Of 2025

    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...
    Best Crypto Stocks Of 2025
  • 7 Best Blockchain ETFs Of 2025

    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,...
    7 Best Blockchain ETFs Of 2025
  • 10 Best Vanguard ETFs Of 2025

    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....
    10 Best Vanguard ETFs Of 2025
  • 10 Best Actively Managed ETFs

    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...
    10 Best Actively Managed ETFs
  • 10 Best Growth Stocks Of 2025

    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...
    10 Best Growth Stocks Of 2025
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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. He has worked as 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.