Blog Archives

Mutual Funds: Not a Systemically Important Financial Institution

Posted on March 28, 2011 by petillo — No Comments ↓

Are mutual funds a systemically important financial risk? It seems that so far, the answer is no. To explain what this dreaded SIFI label actually means, the NYU Stern School of Business has developed a risk indicator and a list…

Tagged with: economic risks, financial institutions, leverage, money market mutual funds, mutual funds, SEC, SIFI, systemic risk, systemically important financial risk
Posted in bonds, index funds, Mutual Fund Investing, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025

The 12b-1 Fee: The Overlooked Cost in Your Mutual Fund

Posted on October 27, 2010 by petillo — No Comments ↓

Mutual funds, as we all know, are a group effort. The thinking goes something like this: the more investors in the fund, the higher pool of available cash for investments. To attract this pool of investors, mutual funds advertise. A…

Tagged with: 12b-1 fee, 401ks, comparison, investments, iras, mutual funds, performance, performance based fee structures, retirement plans, SEC
Posted in 401k, ETFs, Mutual Fund Investing, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025

Mutual Fund Investing: The Group Picture

Posted on September 30, 2010 by petillo — 1 Comment ↓

I have never been a fan of the group picture. It is always posed and despite all of the coordination needed to get more than two people focused on the fact that there is indeed a snapshot about to be…

Tagged with: 401ks, comparison, fund managers, ICI, Investment Company Institute, investments, investors, iras, mutual funds, performance, performance based fee structures, portfolios, redemptions, retirement plans, SEC, taxes
Posted in commentary, financial planning, Mutual Fund Investing, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025