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Article
17
Aug 07

Spoiling a Good Thing

On Wall Street, if a little of something is good, then a lot of it must be magnificent. How else to explain the proliferation of exchange-traded funds (ETFs)? From the launch of the first in 1993 (to duplicate the performance of the S&P 500 index), the number of ETFs has surged to 542 at the end...

Posted to Registered Investment Advisor (Weblog)

Article
03
Jan 07

Income Limits from Your Nest Egg

Q. It is recommended that retirees withdraw no more than 4 percent a year from their retirement nest egg. Is this in addition to any income that is generated from their funds? Bonds and CDs pay more than 4 percent. And some higher-dividend stocks pay more than 4 percent. If we are generating more than...

Posted to Registered Investment Advisor (Weblog)

Article
22
Nov 06

No-load Mutual Funds vs. Exchange-traded Funds

Q: I read your column about ETFs. What I don't understand is what advantage ETFs have over regular no-load mutual funds. All of my investments are in no-load mutual funds, mostly index funds at Vanguard and Fidelity. Why should I pay a commission, even a small one, over getting the fund commission-free...

Posted to Registered Investment Advisor (Weblog)

Article
04
Dec 04

It Costs Money To Market Mutual Funds

Q. In a recent column you discussed "screening" techniques when selecting mutual funds. One restriction you mentioned in your analysis was the exclusion of loaded funds. In the past my financial planner has almost exclusively recommended no-load funds. Recently, I was introduced to a different financial...

Posted to Registered Investment Advisor (Weblog)

Article
23
Sep 04

Learning How Your Fund Is Doing

Q. What can you tell me about Lehman Brothers First Trust Opportunity Fund (ticker: LBC)? My wife and I bought $60,000 worth in March of this year. This amount represents 25 percent of our investments. We purchased this stock at the suggestion of our (now ex) advisor. Is it safe? Should we sell all or...

Posted to Registered Investment Advisor (Weblog)

Article
19
Aug 04

What About Commissions on Exchange Traded Funds?

Q. Aren't you overlooking something when you advocate buying ETF's as opposed to regular mutual funds? When buying an ETF, you have to pay a commission on both the purchase and the sale. This can be expensive for an individual that wants to buy a small amount on a periodic basis. Let's say you invest...

Posted to Registered Investment Advisor (Weblog)

Article
21
Jul 02

A Re-examination of Fund Data

In my Sunday, May 12 column I made an error using a database program that calculates long-term returns. Instead of calculating mutual fund returns without taxes, I ran the calculation with the default tax rates. This reduced the returns on the ten funds from 11.30 percent to 9.10 percent. When a reader...

Posted to Registered Investment Advisor (Weblog)

Article
16
Jul 00

The ETF Revolution

Is it twilight for the mutual fund industry--- or just late in the Happy Hour? That question came to mind as I contemplated the most recent developments in a product that could cap the expansion of the mutual fund industry as we know it and accelerate the change from transaction based financial services...

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