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Article
06
Jun 07

When It Comes To College Saving, Keep It Simple

Q. How about some guidance on saving for college. My daughters both have new babies and want to start saving for college. I recommended mutual funds with Vanguard. One son-in-law wants to fund college through a life insurance program with a fraternity brother. They will listen to you. ---D.D., by email...

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Article
20
Jul 06

The Best Retirement Formula: Make Your Own

Q. Please email me your formula for figuring how much money it takes to retire. I am 72 and still working. ---J.A., by email from Dallas, TX A. For better or worse, I have no such formula. The best we can do is come up with different rules of thumb, all of which have the accuracy and grace of thumbs...

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Article
19
Jan 06

Yes, You Can Have Too Much of a Good Thing

Q. My wife and I have about $320,000 of investments. About a third of that amount is invested in two royalty investment trusts. One is oil-based, and the other is in natural gas. Even after the recent dunking the energy market has taken, we are still 20 percent above water on these. Obviously, we are...

Posted to Registered Investment Advisor (Weblog)

Article
15
Dec 05

Worried about interest rates? Build a ladder.

Q. In May I made a 7 figure deposit with a very large Boston wealth management firm. They invested 60 percent in equities and 40 percent in their intermediate bond fund. I protested when I saw the intermediate bond fund and forced them to exit it. As an alternative, I bought 90 day Treasury bills earning...

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Article
03
Jul 05

Pensions and Inflation (part 1): The High Cost of Modest Inflation

Imagine this. You're in your late 50s. You've been working for the same company for a long time. You're in pretty good financial shape. You've paid off the mortgage. You have a nice balance in your 401(k) plan. You have some modest savings outside the plan. And, miracle of miracles, your company has...

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Article
05
Oct 04

The Four Bag Portfolio

Today's Surprise Quiz: Which is more important, the asset classes in which you invest--- or the types of accounts in which you hold those investments? Is it possible that choosing a Roth IRA over a traditional IRA can be as important as choosing between stocks or bonds? Sadly, the investment/retirement...

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Article
01
Jul 04

Balance, Not Safety or Big Bets, Brings Good Returns

Q. I am so tired of taking devastating losses in stocks and bonds. I am 66 years old and was wondering if buying long term CDs (even at today's low rates) makes sense? I have accounts at Vanguard, Fidelity, T. Rowe Price and Schwab. One Vanguard newsletter advisor suggests Vanguard Health Care and Capital...

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Article
19
Feb 04

High Withdrawals Can Wreck A Good Fund Choice

Q. I am 73 and my wife is 69, both retired. We have been receiving monthly income from a $700,000 note at 7 percent for the past two years. The buyer wants to pay off the note, which he can do with no penalty, in the next couple of weeks. We have been receiving $6,200 monthly to go with our $3,000 Social...

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Article
31
Dec 03

Welcome to the world of small 401(k) plans

Q. I am currently employed by a company offering a Simple IRA. They match the first 3%. This is great, but the only fund company they are offering is John Hancock Funds, with class A, B, or C shares, and horrendous yearly expenses. Should I invest anyway to get the match, or leave it alone and invest...

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Article
18
May 03

The Value of New Technologies for Retirement Investing

Everything is in place. An average young worker can increase her retirement assets by at least $400,000. Perhaps $700,000. That's my conclusion after comparing the investment tools of today and yesterday. We have much better tools today. Only will and knowledge stand between young workers and a larger...

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