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Article
31
Oct 07

Why the Target Funds are Good Marketing but Lousy Investing

by Scott Burns Q. Can you talk about the pros and cons of creating your "five-fold" portfolio vs. investing in a targeted retirement mutual fund? Could you also touch on the practical aspects of trying to create and rebalance a "five-fold" portfolio with a variety of accounts (401...

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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...

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Article
03
Aug 07

How to Improve the Odds of Selecting a Superior Mutual Fund

With the number of mutual funds approaching the population of Cleveland, you and I face a dilemma. How do we choose? Is it possible to select a fund that has a good chance of earning a higher return than at least 50 percent of its competitive peers? Is there a simple way to do it? You know, some way...

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Article
16
May 07

The Best of Two Worlds: Vanguard Inside USAA

Q: I will soon have about $74,000 from the sale of my 90-year-old mother’s house. The house is in an irrevocable trust, and I am the trustee. My mother recently moved to an assisted-living facility and does not need any additional income from the house sale proceeds. I am looking at investing the funds...

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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
04
Nov 06

First, Do No Harm

Which would you rather be: a government employee or a surgeon? Yes, this is a trick question. It came to mind as I read a recent Investment News article announcing a new mutual fund. Here's the story. Given the choice, most people would choose to be surgeons because surgeons make a lot more money than...

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Article
26
Sep 06

Hidden Gems vs. Obvious Winners

Most of us have a secret wish: We'd like to find the perfect little mutual fund. We can close our eyes and imagine this fund. It will have good performance, year after year. It will never suffer from market downturns. It will be interesting. But it will never be scary. And it will eventually make us...

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Article
15
Aug 06

Prowling the Mutual Fund Database

Sometimes it's good to prowl around the data and see what turns up. While there is no guarantee that past performance in a mutual fund will be repeated in the future, a long and positive history of superior performance is a pretty good indication that someone knows what they are doing. It's also comforting...

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Article
16
Jul 06

Cash: It's Not Trash Anymore

Call it the silver lining effect. While the talking heads wring their hands over rising interest rates and the danger they present to life in the known universe, I have to confess a tingling sense of comfort. I like the idea of earning something on my money. The world, and perhaps the universe, seems...

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