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Article
14
Mar 08

Fees and the Top and Bottom 25 Percent

By Scott Burns No one wants to be at the bottom of the heap. We want to be above average at everything, including investing. That’s why we spend billions every year, hoping to find a superior investor who will, for a modest fee, invest our modest savings and turn them into an immodest fortune. Unfortunately...

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Article
13
Jul 07

Buy Closed End Funds at a Discount

Here’s an interesting factoid. Over the three years ending May 30, the average mutual fund that invested in domestic equities has provided an annual return of 13.30 percent. Rather nice. Until you compare it to another return. The average closed-end fund has returned 17.03 percent annually over the same...

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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...

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Article
03
Jul 05

Pensions and Inflation (part 1): The High Cost of Modest Inflation

Imagine this. You're in your late 50s. You've been working for the same company for a long time. You're in pretty good financial shape. You've paid off the mortgage. You have a nice balance in your 401(k) plan. You have some modest savings outside the plan. And, miracle of miracles, your company has...

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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...

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Article
11
Jan 05

Bonds--- The Forgotten Competitor

Twenty years ago, having just arrived in Dallas, I wrote a column predicting 1985 would be a very good year for stocks. My analysis was basic. Interest rates were likely to continue falling. As a consequence, investors would be willing to pay more for a dollar of earnings. That meant price-to-earnings...

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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....

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Article
01
Jan 04

Sizing Up A Simple IRA

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, or leave it alone and invest in a Roth on my own...

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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...

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Article
25
Mar 03

Fees Lower Returns. Period.

"… I could only agree with your yardsticks of 1, 2, and 3% (for management expenses) with the assumption that all investment advisors and their resources are created equal---but that isn't the case. I would gladly have given 3% to an investment advisor who was more attuned with what was going on rather...

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