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• Buy Closed End Funds at a Discount

  Here’s an interesting factoid. Over the three years ending May 30, the average mutual fund that invested in domestic equities has provided an annual return of 13.30 percent. Rather nice. Until you compare it to another return. The average closed-end fund... Posted Jul 13 2007, 10:30 AM by admin with | with 1 comment(s) Filed under: Financial Planning, Income Investing, Index & ETF Investing

• The worst form of investing except for all the others

  Q: Like you, I believe investing in index funds is a better way for individuals to invest. I was just about to start investing in index funds in my retirement accounts when I came across an old article by Gregg Wolper (Morningstar, 2/21/06) titled "The... Posted Jan 10 2007, 06:00 PM by scottb with | with 9 comment(s) Filed under: Financial Planning, Index & ETF Investing, Q&A (from print)

• Four Milestones for Successful Investing

  Allow me to introduce the yellow brick road of investing. Follow this road and you will be a happy investor. Ignore it at your peril. The yellow brick road has four major milestones. The first three are clearly visible. Anyone can get good investment... Posted Dec 09 2006, 06:00 PM by scottb with | with 13 comment(s) Filed under: Couch Potato Investing, Financial Planning, Income Investing, Index & ETF Investing

• Don‘t Make Bets. Own the Casino

  As their book title, "Wealth Without Worry," suggests, James N. Whiddon and Lance Alston are doing just fine, thanks. So are their clients. The two Dallas financial planners are the prime movers of JWA Financial Group, Inc., a small fee-only financial... Posted Jul 31 2005, 03:05 PM by scottb with | with no comments Filed under: Financial Planning, Index & ETF Investing

• Shake Hands, but Count Your Fingers

  The following note from J.T., a Dallas CPA, is a good indication that the financial services industry has a long, long way to go before it has earned our trust and respect: My 79-year -old mother was referred to an investment adviser (CPA/CFP) who made... Posted Jul 28 2005, 03:24 PM by scottb with | with no comments Filed under: Financial Planning, Index & ETF Investing, Q&A (from print)

• It Costs Money To Market Mutual Funds

  Q. In a recent column you discussed "screening" techniques when selecting mutual funds. One restriction you mentioned in your analysis was the exclusion of loaded funds. In the past my financial planner has almost exclusively recommended no-load funds... Posted Dec 04 2004, 10:02 AM by scottb with | with no comments Filed under: Financial Planning, Home Ownership & Mortgages, Index & ETF Investing, Mutual Fund Investing, Q&A (from print)

• Response To Scandal: Move Your Money

  Q. I have about a third of my investment portfolio in Strong Funds (tickers: sopfx, stvsx, stadx). It bothers me that Richard Strong is accused of immoral if not illegal behavior. Cashing out would create tax problems. What should I do? ---R. P., by e... Posted Nov 25 2003, 02:57 PM by scottb with | with no comments Filed under: Financial Planning, Index & ETF Investing, Q&A (from print)

• Not All Contributions Are Measured In Dollars

  Q. I am a 28 year-old salesperson and my fiancée is a 25 year old teacher. Our combined income is about $140,000 annually depending on the kind of year I have. We have begun our 401k and 403b plans which are maxed out and also have started our separate... Posted Jan 27 2000, 10:06 AM by scottb with | with no comments Filed under: Financial Planning, Index & ETF Investing, Q&A (from print)