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• Home Ownership & Mortgages
• Index & ETF Investing

• 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)

• Sometimes, A Credit Card Can Be a Good Thing

  Q. We underestimated the cash we would need in purchasing our new home, and associated costs. We do not qualify for a home equity loan in Texas, but are approaching the need for approximately $15,000 to go toward home improvements. I have narrowed the... Posted Mar 22 2001, 11:22 AM by scottb with | with no comments Filed under: Financial Planning, Mutual Fund Investing, Q&A (from print)

• Screening for Funds on the Web

  Q. I have been investing exclusively in mutual funds for the last 15 years. I have also been involved almost exclusively with the Fidelity family of funds. Fidelity's website has a program called "fund evaluator" which uses different criteria for selecting... Posted Feb 22 2001, 09:45 AM by scottb with | with no comments Filed under: Financial Planning, Mutual Fund Investing, Q&A (from print)