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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
10
Jan 07

The worst form of investing except for all the others

Q: Like you, I believe investing in index funds is a better way for individuals to invest. I was just about to start investing in index funds in my retirement accounts when I came across an old article by Gregg Wolper (Morningstar, 2/21/06) titled "The Hidden Drawback of Indexing." Wolper said that,...

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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
31
Jul 05

Don‘t Make Bets. Own the Casino

As their book title, "Wealth Without Worry," suggests, James N. Whiddon and Lance Alston are doing just fine, thanks. So are their clients. The two Dallas financial planners are the prime movers of JWA Financial Group, Inc., a small fee-only financial planning firm. While most advisory firms promise...

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Article
28
Jul 05

Shake Hands, but Count Your Fingers

The following note from J.T., a Dallas CPA, is a good indication that the financial services industry has a long, long way to go before it has earned our trust and respect: My 79-year -old mother was referred to an investment adviser (CPA/CFP) who made some amazing investment suggestions. She told him...

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Article
04
Dec 04

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. Recently, I was introduced to a different financial...

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Article
25
Nov 03

Response To Scandal: Move Your Money

Q. I have about a third of my investment portfolio in Strong Funds (tickers: sopfx, stvsx, stadx). It bothers me that Richard Strong is accused of immoral if not illegal behavior. Cashing out would create tax problems. What should I do? ---R. P., by e-mail from Amarillo, Texas A. With the tax rate on...

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Article
27
Jan 00

Not All Contributions Are Measured In Dollars

Q. I am a 28 year-old salesperson and my fiancÃ©e is a 25 year old teacher. Our combined income is about $140,000 annually depending on the kind of year I have. We have begun our 401k and 403b plans which are maxed out and also have started our separate Roth IRAs. My fiancÃ©e also has a mandatory teachers...

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