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Article
25
Apr 07

An 8 Percent Yield Means Major Risk

Q. In a recent column you told a reader that a guaranteed high investment return doesn't exist. You also said, "If someone tells you about an investment that will provide a safe 8 percent return, grab your wallet and run." I take exception to your conclusion. I think it's possible to put together a portfolio...

Posted to Registered Investment Advisor (Weblog)

Article
10
Mar 07

The Long Term Cost of High Investment Expenses

Today's rude question: When does your money manager cost more than the taxman? Answer: Sooner than you think. If the idea of comparing a money manager with the tax collector sounds a bit perverse, let's examine some basic realities. When we earn income, the taxman stands between us and our income. Before...

Posted to Registered Investment Advisor (Weblog)

Article
17
Feb 07

Is 2007 the Year for Growth Stocks?

Growth is back! That's the message from the strong start mutual fund investors have enjoyed since the New Year. Growth-oriented funds have trumped value-oriented funds in all three capitalization categories--- large, mid-cap, and small (see chart below). Stock Buyers Tilt to Growth This chart shows the...

Posted to Registered Investment Advisor (Weblog)

Article
31
Jan 07

Using ETFs to Build a Portfolio

Q. I am 47 and work fulltime. I have about $250,000 in my 401(k) and about $150,000 in my IRA from a previous employer. I have invested in the Couch Potato portfolio and in the IRA, and in the past few years have moved to the Margarita Portfolio (I am a Parrothead). I was going to split $85,000 into...

Posted to Registered Investment Advisor (Weblog)

Article
09
Dec 06

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 results if they follow these three markers. The fourth...

Posted to Registered Investment Advisor (Weblog)

Article
28
Feb 02

Early Retirement Is a Very Ambitious Project

Q. My wife and I are in our mid 30's with one child and another on the way. We've been very lucky and have quite a nest egg put away in qualified plans--- about $220,000. Over the past 3 years we've been continuing with adding qualified funds on a consistent basis ($10,000 a year for each of us). We...

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