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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
21
Dec 03

Tip the Croupier

Consider the investment value of noise. The subject here isn't sound. It's market noise, the endless up and down of stock prices that signifies little but causes hopes to soar and crash. Most investors try to screen out noise, looking for the "signal" in the market or in a single stock. They try to look...

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Article
15
Oct 02

The Efficient Market Doesn‘t Go Away

Either you get the return or someone else does. It's that simple. Baylor University economist William Reichenstein, along with University of Saskatchewan finance professor Dale L. Domian, remind us of this basic fact in the current Journal of Investing. In an efficient market, they say, the bond fund...

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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
27
Jun 00

A Closed End Fund Portfolio

How would you like to have the benefits of margin buying without the expense or risk of getting a margin call? Well, it can be done. Instead of buying stocks and bonds in a margin account, paying interest on the margin debt, and worrying about a possible margin call if your holdings go down, we can achieve...

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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
23
Jan 00

The New Dis-intermediation: from mutual funds to CDs

Remember "disintermediation", the flow of money from one investment repository to another? Well, there are signs, and incentives, for it to come back. This time, instead of having money leave banks and thrifts for mutual funds, we are likely to see money leaving fixed income mutual funds for bank and...

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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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