The more you read, the more you will uncover the ongoing discussion of how mutual funds are being challenged to reveal the true costs of investing in them. As an article I recently ran across by Ruthie Ackerman demonstrates, “Ask a broker why 12b-1 fees exist and you’ll get a variety of answers. The fees [...]
Category Archives: Financial & Retirement Planning
An Option for Those Uncomfortable With Stock Picking
Sunday, February 28, 2010
According to a recent survey by AXA Equitable Life Insurance Company, preliminary findings indicate fewer than two in 10 Americans are confident of their ability to invest in the stock market, although 60 percent still believe equities are important in a portfolio.
With such a huge gap between those feeling comfortable investing in stocks themselves and [...]
Smart Retirement Investing: Using Asset Allocation in Retirement Plans
Sunday, February 28, 2010
If you don’t already have your television set to record Jean Chatzky’s Money 911 segment on NBC’s TODAY Show, you might want to as she continues to speak about timely financial topics that are presented in a very straightforward manner, as recently done in an article about retirement plans and investing options.
For years, my husband and [...]
‘24′ Star Kiefer Sutherland Blows Up His Retirement Portfolio
Friday, February 5, 2010
The news about retirement portfolio investing this week has been a little light, so we start with the lighter side. Kiefer Sutherland’s misfortune is not funny, but we’ve watched our hero in “24″ defy the odds of multiple life and death situations. So it’s ironic that in real life, he too fell victim to an [...]
Investing for Beginners: Avoid the Tempting Scams
Wednesday, January 27, 2010
Investing for beginners, as well as those more financially savvy, can oftentimes be a daunting task as there are many investment choices and unfortunately many schemes making promises that can’t be kept. As recently exposed in an article in InvestorsInsight.com ‘Record Year For Ponzi Schemes’ investors are oftentimes lured in by investment schemes that are just ‘too good to be true’. “It’s [...]
Asset Allocation vs. Tactical Allocation – Know the Difference
Sunday, January 24, 2010
Asset Allocation is being mistaken form tactical allocation. “It’s the financial fantasy for a post-crash world: Wouldn’t life be grand if you could own one mutual fund that invested in domestic and foreign stocks, bonds, cash, real estate, commodities and currencies, freely shifting investments among categories to take advantage of opportunities, and avoid meltdowns?”
Well, of [...]
