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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
15
Feb 05

A Very Simple Investment Plan--- Good Balanced Funds

Some questions have a way of "reframing" how we look at things. After speaking to a gathering at Senior Source of Greater Dallas recently, a man in the audience said it was really too much bother to do the Couch Potato portfolio--- the one where you put half your money in a broad stock index and half...

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Article
04
Dec 03

Four Ways To Invest for Current Income

Q. I recently inherited some money. I would like some advice about investing it. My husband and I are 48 years old. We feel as though our current financial package, which includes a 401k, mutual funds, life insurance, real estate, trust fund, etc. is in order. We would like to invest $100,000 of this...

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Article
09
Oct 03

How About The Dogs of the Dow?

Q. The Dogs of the Dow investment strategy seems about as easy as using the Couch Potato Formula. I realize one of the points of the Couch Potato is to keep costs low. There are low cost traders out there that could reduce the expense of a Dogs portfolio. The worst-case scenario for the Dogs would be...

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Article
20
Jul 03

How Fido Bites Fixed Income Investors

Some reader letters take you to unexpected places. Last week a reader asked how he could establish a Couch Potato Portfolio using Fidelity Funds. The answer was that it was easy for equities. In its small arsenal of index funds, Fidelity has equivalents to both the Vanguard 500 Index Fund and the Vanguard...

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Article
21
Feb 02

Invest… Or Be Debt Free?

Q. I will soon be receiving about $200,000 as an inheritance from my beloved grandparents. I want to do the right thing(s) with this money. I am married with two children. My husband and I are in our late 30's and our oldest child will be going to college in 6 years, our youngest in 12 years. Our total...

Posted to Registered Investment Advisor (Weblog)

Article
07
Feb 02

You Don‘t Need All Your Money Tomorrow… So Don‘t Invest That Way

Q. My husband and I are retired and aged 79 and 71. We have a good chunk of change that has been invested in three-month Treasury bills for a couple of years. As you know, the interest is nearly non-existent at this time. Do you have any suggestions for alternatives? We are very conservative in our life...

Posted to Registered Investment Advisor (Weblog)

Article
04
Oct 01

In “The Battle for Investment Survival” Risk Matters

Q. I am in the military and I can see what the current events have done with the stock market. I have never had money to invest before but I have saved $20,000 over the past few years. I can see that when the market opens it will be time to buy shortly after. I don't plan to be around soon for obvious...

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Article
14
Jun 01

Try To Avoid Having An All-Or-None Portfolio

Q. I am 65 and plan to work for another 5 years, but don't want to loose the money I have accumulated to date. I have about $500,000 in money market funds and I don't need the income now. Since interest rates may increase--- possibly next year - - - back to the 7 to 8% range of the last few years, would...

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Article
18
May 00

Treasuries, Government Bond Funds, and The Couch Potato Portfolio

Q. Regarding your recent (5/2/2000) column on government bond funds. You say that most fixed-income funds have no reason to exist, but you advise "couch potato" investors to have a 50/50 or 75/25 mix of stocks/bonds in their portfolios. So, are you advising to get out of bond and treasury funds and instead...

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