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Article
25
Jan 05

Investing To Live Abroad… Or Save Purchasing Power

B.M. writes with a question that must be bugging many people who are wishing to retire abroad: " I plan to make a permanent move to Europe in the next one or two years. However, in the meantime I will earn dollars, most of which I will save. By the time I create this pile of cash savings, it may be worth...

Posted to Registered Investment Advisor (Weblog)

Article
15
Apr 04

Take Your Money and Run from Janus and Strong?

Q. My wife and I have over $300,000 spread over five Janus and Strong mutual funds. We know you have recommended getting out of the funds involved in the recent fund timing scandals. We also know you seem to like the Vanguard family of funds. We are close to moving from Janus and Strong to Vanguard....

Posted to Registered Investment Advisor (Weblog)

Article
25
Dec 03

A 25 Year Old Invests for the Far Future

Q. My grandfather in Seguin Texas makes it a point to mail me some of your articles from time to time. I'm a 25-year old growth-minded investor. I have about $4,500 or so from a previous job's 401k plan that I intend to rollover into 1 or 2 IRA mutual funds. Which funds would most benefit someone like...

Posted to Registered Investment Advisor (Weblog)

Article
02
Jan 03

How To Maximize Security During A Job Hunt

Q. I was recently laid off. I have roughly $17,000 in savings (not counting retirement). The only debt I have outside of current living expenses is a car loan. It has a balance of $11,000 (2 years remaining) My question is this. Should I pay off the loan immediately and resign myself to possibly taking...

Posted to Registered Investment Advisor (Weblog)

Article
16
May 02

For Some, Parenting Never Ends

Q. I am a 64-year old retired dental hygienist who has a 42-year-old mentally ill daughter. She is bi-polar. I have sole responsibility for her. She was recently awarded disability benefits and Supplemental Security Income totaling $565 a month, $112 in food stamps, and Medicare paid by Texas Medicaid...

Posted to Registered Investment Advisor (Weblog)

Article
28
Mar 02

An Action Plan for Income Loss

Q. We could use some advice investing money. We recently sold a rent property and it netted $33,000. We also have $10,000 from a flood loan that government provided due to hurricane Allison. We started repaying it monthly in February at $357 for the next two and a half years. The loan rate is 4 percent...

Posted to Registered Investment Advisor (Weblog)

Article
15
Nov 01

Money Management: No Rocket Science Required

Q. Here is my dilemma: I will be 61 soon. I am very healthy and energetic. Not employed. No one wants a 60-year old Controller. I have $420,000 in 3 separate IRA accounts, down from $800,000 in January of 2000. I am currently with a full service broker. A money manager handles each IRA and I am paying...

Posted to Registered Investment Advisor (Weblog)

Article
25
Oct 01

Conserve Cash While Looking For A New Job

Q. I just became unemployed from the downsizing of the telecom industry. I want to know how to manage my resources wisely. I have about $150,000 in 401(k) assets, all in growth funds. I also have $10,000 in cash and $10,000 in a CD, earning 5 percent. I also have $1,200 a month in unemployment insurance...

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Article
03
May 01

For Paying Bills, Use a Money Market Account

Q. Please explain short-term bond funds. My mother is 88 and has about $50,000 to invest. She would like to put it somewhere and still be available to remove funds and write checks. Would a short bond fund be OK or do you have another suggestion? ---D.P., by e-mail A. No, short-term bond funds would...

Posted to Registered Investment Advisor (Weblog)

Article
31
Aug 00

Your Credit Debt Can Be a Source of Savings

Q. I am 33 years old with about $26,000 in a retirement fund. The fund is managed by a state run Deferred Compensation Program. I contribute $60 a week to this fund. I have my money divided into 40 percent guaranteed funds with a return of 6 percent--- 40 percent in PBHG Growth fund, and 20 percent in...

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