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Article
30
Apr 08

Same Fund Family but Less Risk

By Scott Burns Q. I'm semiretired, married, with no children. We own our home. I'm 62, have no pension. Our total savings is $95,000 in Vanguard Target Retirement 2010 fund in an IRA. I just moved it there about six months ago. In the last year or two my IRA account has stopped growing. I'm...

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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
Feb 08

How to Manage Multiple Accounts

By Scott Burns Q. I am nearly halfway through the process of restructuring my investments. I’m changing from a portfolio of more than 25 individual stocks to one of diversified index funds (a la your Ten Speed or Six-Way Couch Potato Building Block portfolios). However, I’ve come up with a question....

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Article
06
Feb 08

There Is No Cure for Nest-Egg Anxiety

By Scott Burns Q. I retired at age 60 with a package. That was 13 months ago. As the package dwindles, I wonder if I should go back to work. Ugh! I have about $ 900,000. It is about 21 percent in fixed-income, 73 percent in equities and 6 percent in cash. Recently, I converted $40,000 from the IRA to...

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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...

Posted to Registered Investment Advisor (Weblog)

Article
02
Jan 08

Selecting an Adviser

Q. My wife and I have been having a hard time selecting an investment counselor. We have interviewed counselors but have not found anyone in whom we can feel confident. We've heard and read stories about trusted advisers abusing their clients’ trust. So we are very gun-shy about making a selection...

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Article
28
Dec 07

Fearless Forecasts, 2008

As a few of you are aware, 2007 is about to end. You may be outnumbered, you may be rare, but that makes it easier for me to find you. All I have to do is look for people who don’t have white wires hanging from their ears. The others--- the people with the wires--- will never know. They are happy victims...

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Article
21
Dec 07

The Coming National Yard Sale

by Scott Burns Every cloud has a silver lining. So it may be time to see who gets the cloud and who gets the lining. We know who gets the cloud. It’s anyone who has been making a living from building, selling or financing residential real estate. It’s anyone who has depended on being able to use their...

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Article
19
Oct 07

How Much Do You Pay For Financial Services?

by Scott Burns Today, ask this question about the financial services you receive: How much is that in dollars? The answer can be unnerving. A percentage charge like 1 percent or 2 percent of assets seems reasonable. But the actual cost in dollars can be an incredible bargain--- or a monstrous overcharge...

Posted to Registered Investment Advisor (Weblog)

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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