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Article
09
Feb 06

Fees Influence Performance and Asset Allocation

Q. I have two questions. First, my wife's financial planner has her IRA invested in a fund (ticker: FABGX) that has a 5 percent back load, a management fee, and a 12b-1 fee. I say that's bull. Of the total, $20,000 is in a money market fund which at her age of 46 is also bull. The remainder of the $400...

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Article
26
Apr 01

In 401k Plans It Helps To Have Different Investment Styles

Q. Like many others, I am concerned about my 401k plan choices. I had about $35,000 as of the first of the year but it is losing ground as we speak. I contribute $2,000 a year, as my company will only match fifty cents on the dollar up to a maximum of $1,000. My question to you is where should I put...

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Article
12
Apr 01

Two Big Time Investing Woes: Volatility and Taxes

Q. In January 2000 we got an AMEX advisor and set up a portfolio of mutual funds. We suffered loss like everyone else. We got a capital gains 1099 form due to AMEX. We were not part of any gains like others who had been with AMEX for a long time, yet we had to add $2,000 to our income. Would I be better...

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Article
22
Jun 00

Where to look for 7 Percent Yields

Q. My wife and I just sold our higher priced home and purchased a new smaller home--using your advice since we are both 70. We have paid for the new home with cash and have over $50,000 we need to invest. We have several CD's and IRA's paying good rates but would like to another route in maybe mutual...

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Article
25
Nov 96

Alternatives for Government Fund Holders

Q. Your recent column on the disappointing performance of government securities mutual funds confirmed what I suspected about my GNMA and Treasury funds with AARP, but it still broke my heart. I have $100,600 invested with AARP in this fund and on September 30 it was worth $93,000. I need this for living...

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Article
24
Oct 96

Capital Gains and Mutual Funds

Sometimes you need to try again. Two weeks ago, C.E. of Dallas asked, "When is the best time to sell a fund? Should we sell before the end of this year? Or wait until the first of next year? I am concerned about the hit we might take tax-wise. "That's a knotty question.", I answered, suggesting a sale...

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Article
14
Dec 95

Searching for Long Term Investment Performance Data

Q. Recently, you gave 15 year averages for five fund objectives. However, since the market has been mostly up for the last 15 years, I would like to have 30 to 50 year averages which will include the weak market 60's and 70's. If mutual fund data does not go back that far I could probably use stock objectives...

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Article
03
Apr 95

Annuities or Mutual Funds?

Q. Emergency question: Which is a better long term investment--- Annuities or mutual funds? ---S.N., Wishek, ND A. We need to distinguish between the animal and its cage. Annuities and mutual funds are cages, the animals we put in those cages are investments. Here are the major distinctions: An annuity...

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Article
01
Mar 95

Understanding Mutual Fund Taxes

Q. I need some help understanding the effects of taxes as the result of the sale of mutual funds. I know that when you sell individual stocks, it is a taxable event. But with mutual funds, you pay taxes each year they are owned. Let's make it easy with a few assumptions: 1) that all shares were purchased...

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