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REITs aren’t Real Estate; It’s a Stock

What looks like a mutual fund, pays dividends like a mutual fund, is compared to a mutual fund and most recently, up against the S&P 500 index, actually has performed better, yet isn’t one?  REITs, which stands for real estate

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Posted in debt, Mutual Fund Investing, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025

Is it Socially Responsible to Outperform? Absolutely!

Back in October of 2009, I re-profiled socially responsible mutual funds.  They are not available to me in my 401(k) so frequent monitoring of these important investments are not usually are my investment radar.  That is unfortunate, because they should.

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Posted in 401k, IRA, Mutual Fund Investing, Profitable Investments, Retirement Planning Target 2025
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