How About that GDP Number?
Friday July 31, 2009
I recently bought an iPhone. I originally went with the Palm Pre, but after comparing the two smartphones, I returned it in favor of the iPhone. Anyway, I enjoy ... Read More
Who Needs Leveraged ETFs?
Sunday July 26, 2009
Who needs leveraged ETFs? Not Edward Jones.
Edward Jones, a full service brokerage firm, decided to remove leveraged exchange-traded funds from their repertoire of investments. Edward Jones has called the investment ... Read More
Gone Be Cap Gains
Wednesday July 22, 2009
Many advocates of ETFs lament the disadvantages of mutual funds. One disadvantage that is often cited is capital gains distributions.
Why are advocates of ETFs picking on the ... Read More
Silly Mutual Fund Debate
Monday July 20, 2009
Okay, I admit my envy. Russel Kinnel, Director of Fund Research at Morningstar, posted a nice piece today that is right up my alley.
If you’re interested in reading “five of ... Read More
The 401(k) Has Failed. Admit It
Sunday July 19, 2009
“The 401(k) Has Failed. Admit It” is the title of a recent article at The Huffington Post. I clicked on the link saying to myself, “Great, more internet rubbish about ... Read More
10 Myths About 401(k)s
Friday July 17, 2009
There has been so much information (or misinformation) in the media lately about 401(k)s. The headlines are generally exaggerated and the content is often times off base.
If you have a ... Read More
The Curious Case of Benjamin Button
Saturday July 11, 2009
Last night I watched The Curious Case of Benjamin Button. The movie sparked a lot of thought. If you watch it, and discuss the movie with someone close to you, ... Read More
A Case for Active Management
Saturday July 11, 2009
The Boston Company Asset Management, LLC has outlined a case for equities and active management in a recent research report. Keep in mind they are an active equity manager. Regardless, ... Read More
What's the Target Date for Target-Date Funds?
Wednesday July 8, 2009
I've been blogging about the issues surrounding target-date funds for several months. Morningstar does an excellent job of summarizing the recent joint SEC and Department of Labor hearing regarding the ... Read More
More Partying Like 1999
Friday July 3, 2009
Earlier this year I blogged about the technology sector returns and warned against jumping on the bandwagon. Well, not only is the tech sector still on a rampage, the market ... Read More
Diversification Still Works
Thursday July 2, 2009
Diversification between various asset classes is a basic rule adhered to by many mutual fund investors. As of late, I have been hearing more and more about the problems ... Read More
Death of Buy and Hold?
Wednesday July 1, 2009
The equity markets made many investors question age-old investment strategies. Many investors that may have believed in “buy and hold” strategies in the past now are lamenting their decision to ... Read More