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All Categories » Mutual Fund Investing » Home Ownership & Mortgages » Q&A (from print)

Article
05
Jan 06

Paying Off the Mortgage Can Lower Your Tax Bill

Q. I'm a blue collar guy who is sometimes overwhelmed by investing. So I am thinking of paying off my home mortgage. I owe $65,000 (the house is worth $125,000) and I have that amount in UPS stock. I'm uncertain about the stock market and the mortgage costs 6 percent. I have $105,000 in four funds in...

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
12
Aug 04

Changes Horses in the Mutual Fund Derby

Q. On January 1st 2000 I invested $140,000 in AIM Basic Value and AIM Blue Chip mutual funds. Today those funds have a value of $83,000. At the same time I invested $15,200 in the Putnam Voyager fund, now valued at $9,200. This is a total loss in value of about $48,000 over 4 years and 6 months. Assuming...

Posted to Registered Investment Advisor (Weblog)

Article
05
Dec 02

When To Dump A Mutual Fund

Q. I have trouble deciding when to dump a mutual fund. I know that there are some guidelines for this--- comparing like funds, for example--- but over the years I have seen funds bounce back nicely after a year or two of weak performance. This has led me to hold on to two funds, which have lost a lot...

Posted to Registered Investment Advisor (Weblog)

Article
09
Mar 00

Steps To Becoming a Homeowner

Q. I am 27 years old; my income is $25,000 a year. When I was younger I was foolish with credit cards and incurred a lot of debts. I have consolidated all my debts, including car payments. I also put away $200 a month in a savings account. What I want to know is whether that's a sufficient amount since...

Posted to Registered Investment Advisor (Weblog)

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