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Article
09
Jul 08

Your Broker is a Hammer, Don't be a Nail

By Scott Burns Q: I like my broker, but she and I differ on what type of fund to be in. I prefer a low-expense fund. She says: Forget expenses if the 10-year returns bear more fruit. I have $400,000 to invest. I want to do the following: 35 percent in Vanguard Total Stock Market Index, 20 percent in...

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Article
11
Jan 08

Making Commodities Part of your Portfolio

By Scott Burns OK, we get the idea. Having commodities as part of our portfolio can reduce risk by offsetting big swings in stocks and bonds. But how do we actually do it? That was the gist of reader response to a recent column about reducing investment risk. The concept was fine, but I hadn't finished...

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Article
20
Jun 07

For Retirees, Renting Can Be Better Than Owning

Q. Our townhome will be paid for in 2 years. My husband and I will both be 61. If we sold at that time, we would probably walk away with $400,000 to $450,000. The townhome will be about 15 years old. I am sure there will need to be some repair--- new roof, siding, etc.--- due to the age of the building...

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Article
18
Apr 07

The Many Levels of Investment Expense

Q. I am almost 70, and expect to retire the middle of this year with savings (IRA, 401k and company retirement lump-sum) that total about $1.5 million. I plan to roll everything to an IRA but will keep about $100,000 in liquid assets in the IRA for house renovations. The rest ($1.4 million) would be...

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Article
21
Feb 07

Portfolios Are About More than the Year You Retire

Q. Vanguard recently started a new fund class, Target Retirement funds. Each fund is pegged at a person's expected year of retirement. The funds automatically balance their holdings among U.S. stocks, foreign stocks and bonds in a mix appropriate to the retirement year. The expense ratio is 0.2 percent...

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Article
02
Mar 06

How should you use a life annuity?

Q. How should single payment, immediate annuities be considered in a retiree's portfolio? Due to their cash-like risk, should they replace a large share of cash and short term bonds in the design of the investment portfolio? ---D.K., by e-mail A. Lifetime annuities, where you exchange your principal...

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Article
08
Nov 05

How to Turn Lead into Gold

A recent column (Going for the Gold with 401(k) Plans, Tuesday, October 18) categorized 401(k) and other qualified plans by their expenses. It ranked them from Platinum to Gold, Silver, Bronze, and lead. As you might expect, it brought a lot of mail. Financial services professionals chided me for putting...

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Article
25
Oct 05

When to invest, when to pay down debt

Few questions are more vexing. No question, if you are in the position to ask it, is a better sign of good financial health. T.P., a reader in Georgia, asks this question for his son. "He and his wife, both 31, have no debts other than a 30-year mortgage on their home purchased 2 years ago. They are...

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Article
30
Aug 05

When to Consider a Roth IRA

Everyone worries about the taxes we will face in the future. Reader T.W. asks a fundamental question: "I plan to retire--- at least semi-retire--- in about 7 years. I'm 59. My company offers a 401(k) plan but does not contribute to it. I have saved a fair amount of money in mutual funds in a traditional...

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Article
17
Jul 05

In the Future, You‘ll Need Less Money, the Sequel

Has your financial planner told you to save more? He may be dead wrong. He isn't alone. Most of the models used for retirement planning may also be wrong for the same reason. The models and their supporting software are based on an assumption that isn't supported by real data about how our spending changes...

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