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• Couch Potato Investing
• Q&A (from print)

• With a Good Match You Can Tolerate A Poor Fund Family

  Q. My employer offers a Simple IRA. They match the first 3 percent. This is great, but the only fund company they are offering is John Hancock Funds, with class A, B, or C shares and horrendous yearly expenses. Should I invest anyway to get the match... Posted Feb 26 2004, 02:12 PM by scottb with | with no comments Filed under: Income Investing, Q&A (from print), The Spender's Portfolio & Portfolio Survival

• Inflation Insurance for Your Portfolio: Equities

  If inflation returns, interest rates and commodity prices will rise. Equities and bonds will do poorly. In the ten years from 1971 through 1980, for instance, large stocks provided an annualized return of 8.4 percent while intermediate term government... Posted Jul 08 2003, 10:10 AM by scottb with | with no comments Filed under: Income Investing, The Spender's Portfolio & Portfolio Survival

• Inflation Insurance For Your Portfolio: Fixed Income

  How do we protect ourselves from a declining dollar and future inflation? We can't do it with traditional stock and bond funds. We certainly can't do it in money market funds that pay little or no interest. So where do we invest our money? Here's my list... Posted Jul 06 2003, 10:16 AM by scottb with | with no comments Filed under: Income Investing, The Spender's Portfolio & Portfolio Survival

• Another Nail in the Equity Coffin?

  It's heresy. Stocks may not have an edge over bonds. While you and I have lived our entire adult lives with the comfortable idea that stocks always beat bonds and that it takes the real return on stocks to stay ahead of inflation, some new research indicates... Posted Mar 04 2003, 01:53 PM by scottb with | with no comments Filed under: Income Investing, The Spender's Portfolio & Portfolio Survival

• Fund Screening---It Takes More Than Wishful Thinking

  Q. I retired over twelve months ago and moved all of my 401k money to a financial planner to invest. It amounted to $700,000. I agreed that I could accept moderate risk. By the end of August, the funds had decreased to around $560,000. On September 10th... Posted Mar 07 2002, 01:43 PM by scottb with | with no comments Filed under: Income Investing, Q&A (from print), The Spender's Portfolio & Portfolio Survival

• In “The Battle for Investment Survival” Risk Matters

  Q. I am in the military and I can see what the current events have done with the stock market. I have never had money to invest before but I have saved $20,000 over the past few years. I can see that when the market opens it will be time to buy shortly... Posted Oct 04 2001, 10:51 AM by scottb with | with no comments Filed under: Couch Potato Investing, Income Investing, Q&A (from print), The Spender's Portfolio & Portfolio Survival

• Should You Reallocate Your Investments?

  Should I sell now? Investors are asking that question because we're in the worst stock market decline in 25 years. And that was before the attack on the World Trade Center. The Wilshire 5000 index--- an index that measures the total market value of virtually... Posted Sep 25 2001, 11:16 AM by scottb with | with no comments Filed under: Income Investing, The Spender's Portfolio & Portfolio Survival

• Like a Rose, Volatility is…

  Q. My wife is very conservative with investing our money. It is all in mutual funds and bonds. This sounds silly but I would like to invest a mere 1 percent of that money in an individual stock. Please tell her that she is being ridiculous. The stock... Posted Aug 16 2001, 09:55 AM by scottb with | with no comments Filed under: Income Investing, Q&A (from print), The Spender's Portfolio & Portfolio Survival