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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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Article
11
Aug 05

Asset Allocation: Protection from Overvaluation

Q. I've got a question for you and other indexing enthusiasts: When is an index grossly overvalued, how do you measure it, and would you sell or simply not buy more? I don't think any index strategy will work if one continuously ignores market valuation. ---P.R., by e-mail from Dallas A. Index strategies...

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Article
28
Jul 05

Shake Hands, but Count Your Fingers

The following note from J.T., a Dallas CPA, is a good indication that the financial services industry has a long, long way to go before it has earned our trust and respect: My 79-year -old mother was referred to an investment adviser (CPA/CFP) who made some amazing investment suggestions. She told him...

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