-
Based on consistent results I think Buy & Hold should be
renamed Buy, Hold & Bye Bye. It sounded great for a while,
especially for the huge majority of investors who don't have the
time or interest in really doing due diligence on investments.
-
Do you sometimes question the performance of your investment
portfolio? If you are like most investors you have your income
producing assets thrown in together with your equity portfolio. You
look at the total mix of dividend paying stocks, bonds, mutual
funds and equities, and you're confused as to why they're not
producing enough income or growing your portfolio value
sufficiently.
-
How many times has this happened to you? You're at a social
function and the conversation turns to investing. Pretty soon,
people are comparing how well their investments are doing. As you
might imagine, being an investment advisor this happens to me a
lot. However, I recently had an experience with it that startled
me.
-
You'd have had to be living on a desert island with no TV,
newspaper or internet connection to have missed hearing about the
great mutual fund scandal of 2003.
-
In an ideal world you would start your working career with a
great company in your early 20s, steadily climb the corporate
ladder, retire at age 65, and draw a sufficient income from your
accumulated 401k account to live happily ever after.
-
Recently I was invited to appear on a live CNNfn television show
to discuss my article "How to evaluate Load vs. No Load Mutual
Funds." (You can read that article on my website http://www.successful-investment.com/articles21.htm)
-
With the internet such a huge part of our daily lives, many
investors have access to a wide range of instant investment
information.
-
A recent cartoon in my daily newspaper showed two guys sitting in a bar. One is saying to the other: “I did learn something from my broker...how to diversify my investment losses.”
While this struck me as funny, there is certainly an element of truth to it judging by the number of tragic e-mails and phone calls I have received over the past couple of years.
This was brought home even more
-
If you are fed up with early redemption charges and ever increasing mutual fund management fees on top of bad-performing fund managers, read on. There is a quiet revolution going on in the no-load mutual fund industry and you, the individual investor, may benefit from it greatly.
I am referring to Exchange Traded Funds (ETFs), which have been around for years, but have grown tremendously since their inception. There are currently
-
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. I hope my sharing it with you will help you avoid making the same devastating financial mistake one of my former clients made.
This story begins during the height of the investment madness in 2000, just prior to the bear market. I
