What's new at Mutual Fund TipsTwo for the Money
Look back over the years and try to remember how many different stocks and mutual funds you have owned. Suppose you had owned only 2 different equities during that entire time... (read more)
Investment Capital Gains
Have you bought any mutual funds this year or late last year while the market was doing its skyrocket thing? Last year it was hard to lose money. This year it has been easy... (read more)
A Primer on Commodity Trading
Although most investors are solely familiar with equity trading, such as stocks or mutual funds, or investing in debt, such as bonds, commodity trading tends to be ignored despite the fact that it possesses many advantages over other types of investment... (read more)
Emotional Maturity
If you are going to be a winner in the stock market you must have emotional maturity. I did not say you had to be smart or know how to pick stocks and mutual funds... (read more)
Planning Your Financial Future
Millions of people give a lot of thought to financial planning but get frustrated and give up before ever making any progress... (read more)
Trend Following
Trend following also called momentum trading is the simplest and safest method of stock market investing. It puts you in stocks and mutual funds that are going up and gets you out when they start down. Properly done there is no guess work... (read more)
Dollar Cost Averaging
Dollar cost averaging is one of the most popular ideas in the investment community. Everyone seems to like it and it has become a watchword among stock and mutual fund brokers... (read more)
Senior Life Settlement-Uses and Applications
In a recent article in the National Underwriter (April, 2005) a Senior Life Settlement is depicted as an ingenious financial planning option available to consumers by providing access to secondary life insurance market through life insurance valuation... (read more)
Mutual Fund Fees: Are You Paying Too Much?
If you think mutual fund performance is the whole story, watch out! You could make a very expensive mistake by not considering the costs of a mutual fund! The lower a fund? costs, the higher percentage of your fund? real return you receive... (read more)
The Inside Scoop on Mutual Fund Rip Offs
The bear market that showed up at the end of 2000 has every brokerage house-as well as the entire mutual fund industry-scrambling to find creative ways to boost both their image and bottom line. Unfortunately, this is often at the investors' expense... (read more)
How NOT to Buy Mutual Funds
When it comes to mutual funds, there is a lot more to success than just finding a good one. Sad investment stories like the following are all too common... (read more)
How Much Information Do You Need?
You have decided to buy some stock or mutual funds, but wonder which one to buy. You need more information so you call your broker for advice... (read more)
Low Expense Ratio
One of the big advertising kicks today from mutual funds is to tell how low their expense ratio is and that you will make a great deal more money if you buy and hold with them. Partly true, but that is not the whole story... (read more)
Who Knows?
The Shadow knows. Remember him? It seems a shadow has a firm grip on this stock market. Since the terrible break in mid-April we had a rally and then a decline. Trying to choose a suitable stock or mutual fund has been like grasping at shadows... (read more)
Its High Time for Lifetime Savings Accounts
I'm constantly reading articles on the internet and in financial magazines in which so-called financial planning experts express perplexity as to why about 30% of employees do not... (read more)
An Investing / Insurance Alternative
Segregated funds are the insurance company's answer to mutual funds. There are many differences and similarities but if you are putting together a financial plan that includes insurance and investments, you'll probably want to consider a segregated fund... (read more)
Publicity: Show a Reporter You Care by Inviting Them to Fact-Check
Just like a financial planning client fears not having enough money for retirement, reporters fear getting their facts wrong in print.Inaccuracy isn't tolerated in newspapers or magazines... (read more)
Mutual Fund Honor Roll? Buy High, Sell Low by Chasing Performance
Buy high and sell low -- It's not a typo.Millions of investors guarantee their failure by selecting mutual funds and stocks based on quarterly or annual performance records... (read more)
I Love To Lose Money
Well, not really. What I mean is I don? mind losing a small amount when I have to sell a stock or mutual fund that is going down or taking away the profit I have made. During this past 3 years I have made money each year because I was not afraid to sell... (read more)
Mutual Fund Returns May Not Be As They Seem!
Arthur Levitt, during his tenure at the SEC, experienced many cases where the non-indexed mutual fund manager bought shares for their own accounts before the fund bought the shares... (read more)
Advantages and Disadvantages of Mutual Funds
Outlined below are some of the advantages and disadvantages of mutual funds. Every investment has advantages and disadvantages. But it's important to remember that features that matter to one investor may not be important to you... (read more)
The Dreaded Direct Question
(Please have a glass of water within reach before reading this article.)Your personal financial planning is the topic of discussion here today, but not quite yet. First I would like to bring your attention to the issue of bragging... (read more)
A Safe Port For Mutual Funds But Not You!
Soft dollars, a form of legal kickback, is a sly way you can get ripped off by mutual fund managers. Full service brokers give these kickbacks to non-indexed mutual funds in the form of a? ebate?to purchase research, software, and even computer... (read more)
Defining Moment
Do you know your audiences? I mean really know them. I?e just been working on a project for a client to help him position his financial planning business and to determine who his key audiences are... (read more)
How (NOT) to Buy Mutual Funds
When it comes to mutual funds, there is a lot more to success than just finding a good one. Sad investment stories like the following are all too common... (read more)
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