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Article
24
Dec 08

Three Ways to Have Vanguard at Fidelity

By Scott Burns Q. Does Fidelity have a fund that compares to the Vanguard Balanced Index (ticker: VBINX)? I like the performance and the low expense fees the Vanguard fund has. I also like the ratio of 60 percent stocks, 40 percent bonds. I currently have things set up with Fidelity and would like to...

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Article
12
Nov 08

The Lehman Treasury ETF Is Safe

By Scott Burns Q. I recently purchased a large (for me) amount of the Lehman 1 to 3 month Treasury bill ETF. How would you estimate the risk of that investment in light of Lehman's current financial position? Is this still safe, based on the Treasurys? Or is it high-risk because of being with Lehman...

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Article
30
May 07

It's Expensive to Have The Investment Come to You

Q: A friend gave me an article you had written about personal finance. You used a schoolteacher as an example, showing how we can make bad choices in our attempt to save money. I have been using a manager for about 10 years, but I now know he is probably not a good choice since he has front-load investing...

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Article
21
Mar 07

Learning More about Exchange Traded Funds

Q. I recently sold stocks in my SEP/IRA account with the intention of buying index or mutual funds. It appears that index funds are the better choice and that ETFs are probably the best value. One problem I am having is finding a source for ETFs, a place where they are listed by type and rank. Could...

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Article
07
Feb 07

What Is My Pension Worth?

Q. I'd like to know what my pension is worth. I will receive $2,300 a month, fixed. What would it cost in the marketplace today to buy that level of pension? ---B.T., by email. A. You can learn what it is worth to you by getting an estimate of what it would cost to buy a life annuity that provided the...

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Article
24
Jan 07

Waiting to buy

Q: I'm a 64-year-old grandma who messed up bad. My money was in the Vanguard 500 index fund, but in August everything was going south. So I moved my money to a money market account. Now stocks are doing well again, and I have no idea how to get back into the Vanguard 500 without losing a lot of money...

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Article
10
Jan 07

The worst form of investing except for all the others

Q: Like you, I believe investing in index funds is a better way for individuals to invest. I was just about to start investing in index funds in my retirement accounts when I came across an old article by Gregg Wolper (Morningstar, 2/21/06) titled "The Hidden Drawback of Indexing." Wolper said that,...

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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...

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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...

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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...

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