Posts tagged as:

comparison

Cash, in Pocket

July 9, 2010

The opening lyrics to James Honeyman-Scott and Chrissie Hynde’s song Brass in Pocket could easily be changed to: “I’ve got [cash], in pocket; got [money],I’m gonna use it”.  Only the cash in pocket has become the huge economic threat of this financial crisis – one that still lingers several years after the fact. We all know [...]

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Are 401(k) Fee Disclosures Worth the Effort?

June 11, 2010

It may seem to be a simple enough argument. Give someone something inexpensive and they will buy more. But will such a concept work in a 401(k) and will investors simply become so fixated on the price of the funds they chose as to overlook the actual product itself? The Senate decided not to include [...]

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Tactical Asset Allocation: Mutual Funds that act like You

June 10, 2010

Mirror, mirror on the wall, can a mutual fund react like me? Not poetic but truthful; we all want a mutual fund that gets skittish when we get nervous, divests itself to cash when the market looks to be headed lower but gets back into the fray when the markets look to rebound and fails [...]

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Mutual Fund Performance: How Do You Know For Sure?

May 30, 2010

Meg Green of the Miami Herald fielded a question about mutual fund performance from a 62-year-old retiree. His question is often asked by current investors, soon-to-be retirees and current retirees and those of who write about this topic always struggle with the answer. Her answer kept to the basics but did little more than suggest [...]

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Mutual Funds Fees: Performance on the Fulcrum

May 21, 2010

Investors talk a good story when it comes to fees. While much of the conversation is begun by those who advocate index funds or exchange traded funds (ETFs are index funds that trade like stocks), the question of fees, how they should be paid and even more importantly, how much is usually based on why [...]

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On the Subject of Fees: Gartenberg Principles

May 11, 2010

There was a time in the not-so-distant past when mutual funds were not highly regarded. They did provide the average investor with the opportunity to purchase their segment of the stock market with the guidance of a fund manager and comfort of knowing that others felt the same way you did. After all, they were [...]

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Timing is Everything; Except Main Street

May 6, 2010

I could not have said it better myself so I will paste the following comment, posted recently on Marketwatch about the huge surge in mutual fund inflows. Adventurer574 suggested that each bull and bear market is beginning to be identifiable through four basic indicators. The first he writes: “phase of rally – Wall Street invests [...]

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Can You Do Mutual Fund Math?

February 12, 2010

Can you do the mathematical calculations required to find out how much your mutual fund is going to cost you? Chances are you might say yes, if you consider yourself a very savvy investor, able to filter all of the costs in the prospectus into a final number, understand the tax implications known and as [...]

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