Blog Archives

The “Now What” Investment Plan: Part Two

Posted on August 24, 2011 by petillo — No Comments ↓

While many of you want to believe that you are on track for retirement – and many of you actually are, confidence is not something you are comfortable with. It wears like a wool sweater on a summer day: protects…

Tagged with: 401k, bonds, cash reserves. panic, diversity, emergency accounts, index funds, investing, retirement, risk, saving, spending, stocks
Posted in 401k, bonds, economics, financial planning, index funds, mortgages, personal finance, Repercussions: A Retirement Review, Retirement Planning Target 2025, women and retirement

The Debate Continues: Mutual Funds or ETFs?

Posted on July 4, 2011 by petillo — No Comments ↓

Mark Twain suggested: “The reason we hold truth in such respect is because we have so little opportunity to get familiar with it.” This will be the selling point for exchange traded funds: you will hear that they are less…

Tagged with: 401k, brokerage costs, commissions, comparisons, ETFs, exchange traded funds, fees, index funds, investments, mutual funds, passively traded funds, portfolios, stocks
Posted in 401k, ETFs, index funds, Mutual Fund Investing, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025

ETFs: You will be tempted but should you bite?

Posted on June 15, 2011 by petillo — No Comments ↓

I know two things about exchange traded funds (ETFs). There is a high degree of likelihood that your 401(k) will soon have these investments available to you and that some of the basic selling points of why they might be…

Tagged with: 401k, actively traded mutual funds, benchmarks, comparisons, ETFs, exchange traded funds, fees, index funds, investments, passively traded funds, portfolios, retire plan, stocks, tax efficiency, trailing fees in actively managed mutual funds, transparency
Posted in 401k, ETFs, financial planning, index funds, Mutual Fund Investing, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, taxes