Mutual Fund Investing,The Spender's Portfolio & Portfolio Survival

Benchmarking A Manager For Your 401(k) Plan

Q. My employer offers a 401k with several funds from Merrill Lynch and other companies. They have an investment vehicle called a Goal Manager. This is a no fee plan. It is a selection of 10 funds used to create portfolios based on five models--- conservative...

Posted Nov 06 2003, 10:05 AM by scottb with | with no comments

Filed under: Mutual Fund Investing, Q&A (from print), The Spender's Portfolio & Portfolio Survival

A Quick Fixed Income Fund Risk Test

Alan Greenspan says the Federal Reserve now worries as much about deflation as inflation. Bonds rise on the implication. The dollar sags. Common mortals are left to wonder which is worse--- pathetic yields, or rising yields? In fact, what each of us would...

Posted Jun 03 2003, 12:05 PM by scottb with | with no comments

Filed under: Mutual Fund Investing, The Spender's Portfolio & Portfolio Survival

Mutual Funds Still The Best Buy in Management

Q. How does one compare mutual fund expenses with organizations that invest directly in stocks? An independent financial organization is attempting to convince me that mutual fund costs to the investor are higher than independent investors. They say that...

Posted May 02 2002, 09:37 AM by scottb with | with no comments

Filed under: Mutual Fund Investing, Q&A (from print), The Spender's Portfolio & Portfolio Survival

AssetBuilder - Registered Investment Advisor :: Simple Investing Smart Future

Subscribe to our RSS

Registered Investment Advisor

Benchmarking A Manager For Your 401(k) Plan

A Quick Fixed Income Fund Risk Test

Mutual Funds Still The Best Buy in Management

Contact Us