Blog Archives

Investing in Mutual Funds: We are Ishmael

The fourth quarter as I mentioned is often the time when you consider changing your investment balance. And this consideration is often recommended. But the fourth quarter may very well be the worst time to do what would seem to be the right thing to do. The tax implications of selling shares in one fund and buying those of another may give you the very thing you don’t want: capital gains without the capital gain.

Tagged with: , , , , , , , , , ,
Posted in 401k, commentary, financial planning, Mutual Fund Investing, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, taxes

Why Annuities are Good (yikes!) and Bad for Your Retirement

Nothing that is good for you can be considered bad and vice versa. Except perhaps when asking a five-year old about broccoli. But the vast majority of adults, fifty years hence wouldn’t even consider an annuity for their retirement and

Tagged with: , , , , , , , , , , ,
Posted in 401k, annuities, financial planning, insurance, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, women and finances, women and retirement

Mutual Funds: Are You Where You Should Be?

For the vast majority of investors – mutual fund investors in particular, watching the major indices and judging your performance against them distorts the reality of not only where you should be but where you could have been. If you

Tagged with: , , , , , , , , , , ,
Posted in 401k, bonds, economics, financial planning, index funds, Mutual Fund Investing, personal finance, Profitable Investments, Repercussions: A Retirement Review
Share
Blogroll
Archives
Financial Impact Factor Radio Authors