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Q&A (from print)

Article
17
Nov 05

When You Have a Good Hand, Hold It

Q. I have my 401(k) divided across four Fidelity funds: Value, Balanced, Diversified International and Contra. Its management fees range from .67 (Balanced) to .94 percent (Contra). Based upon the above choices and management fees, would you recommend that I try your "Margarita Portfolio" approach? My...

Posted to Registered Investment Advisor (Weblog)

Article
04
Sep 03

EE Savings Bonds or Five-Year Treasuries?

Q. Which would be better, purchasing EE Savings Bonds or creating a 5 year Treasury Ladder? I will be purchasing either from a non-tax deferred account using Treasury Direct. My understanding is that I can get EE Bonds that will return 90 percent of the trailing 6 months' yield on 5 Year Treasury notes...

Posted to Registered Investment Advisor (Weblog)

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AssetBuilder Inc. Registered Investment Advisor - Simple Investing. Smart Future.

All Categories » Index & ETF Investing » I Bonds & Tips

When You Have a Good Hand, Hold It

EE Savings Bonds or Five-Year Treasuries?