| Subject | Date Asked |
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| Suggestions? | 6/5/2008 |
Q: I have $10K I'd like to put into two mutual funds...Vanguard's VTSMX ($7k) and Vanguard's VGTSX ...
A: You may want to talk with your tax advisor and a duly licensed representative. I am unable to ...
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| ETF's or Mutual Funds??? | 6/2/2008 |
Q: We're confused about how to determine allocation between ETF's and Mutual Funds. We kinda ...
A: I am not able to furnish you with financial advice. You need to make a decision and you do not seem ...
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| timing of Mutual Fund purchases | 12/31/2007 |
Q: I'm looking to purchase a mutual fund. Is there a "right" time of the year to purchase one? I was ...
A: I do not think there is a timing per se. I do think that each person has his her own timing ...
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| ETF and Mutual Funds | 10/7/2007 |
Q: I am 32 and have began to invest for retirement. I have a couple questions if you don’t mind: 1) I ...
A: You may want to do some research on your own first and find out about the fees charged by companies, ...
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| US Mutual Funds Total assets & Portfolio count needed | 9/19/2007 |
Q: where can i find details of the Total assets under management and the Portfolio count of the top ...
A: Usually the variable arm of financial services organizations will offer info on their family of ...
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| Morningstar rating | 9/15/2007 |
Q: Morningstar rates my DSPIX mutual fund 3 stars. My CFIPX mutual fund 3 stars. My ABHMX mutual fund ...
A: I am unable to furnish you with investment advice. However, it looks like you do your research ...
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| question | 7/11/2007 |
Q: im a beginning investor and was wonder exactly what Master Limited Partnerships (MLP) were??? is ...
A: As a starting investor, you may want to meet with your tax advisor and a registered rep. Gest as ...
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| IRA advice needed | 4/18/2007 |
Q: We had a financial advisor over the house on the weekend to talk about our IRA. He suggests putting ...
A: You may want to look at different things: 1 Given that you are looking at your retirement, you may ...
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| Rebalancing Investments | 4/18/2007 |
Q: I have a personal portfolio of about $40,000 invested in 10 mutual funds. (This is my own money ...
A: Had you not done so, you may want to meet with your tax advisor and go over all the sales and ...
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| Getting Started | 1/22/2007 |
Q: I am a 17 year old hoping to invest about $2000 dollars in a mutual fund. I wouldn’t plan on taking ...
A: It is great to think on saving for the future. You may want to sit down and have a good chat with ...
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| Chase VS Someone Else | 10/25/2006 |
Q: I need assistance in figuring out who to invest my mutual fund with. I have the Franklyn Templeton ...
A: I am not able to furnish investment advice. Are you talking to duly licensed financial reps? Make ...
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| Help with Understanding Mutual Funds | 9/2/2006 |
Q: I have some money to invest. I am seriously interested in a Roth IRA. I have been looking on the ...
A: I am not able to furnish you with financial advice. However, you may want to meet with your tax ...
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| Accumulator Funds | 8/7/2006 |
Q: That was a fast response. If this isn't the information you are requesting, let me know. I do have ...
A: I know what you mean, is the Securities sister of the FDIC for banking. Still, you may want to ask ...
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| Accumulator Funds | 8/7/2006 |
Q: Docs99, Thanks for your response. The questions you ask make good sense to me and I will look them ...
A: The specifics questions on the fund will arise from reading the prospectus. Do you have one? Did ...
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| Accumulator Funds | 8/5/2006 |
Q: Recently I started seeing a financial planner. He's suggesting that I invest part of my investment ...
A: Of course. His job is to furnish you with as much info as possible so that you can make a decision. ...
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| Withdrawing for a mutual fund to pay off debts | 5/10/2006 |
Q: My husband and I have about $8,000.00 in credit card debt.The interest rates range from 18% to 22%. ...
A: You may want to have a chat with your accountant or tax advisor. There are many variables here and ...
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| two mutual Funds | 2/7/2006 |
Q: I own two Closed End Mutual Funds with a substancial amount of money in both. One is EVV and the ...
A: You may want to discuss the issue with your tax advisor or cpa or tax preparer and with a registered ...
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| need to know | 1/4/2006 |
Q: i listing to you some stock topics & i want you to take a look then tell me is that topic ...
A: If you are looking at these topics as a research excercise, the first stop would be your library, ...
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| tax break on dividends | 9/9/2005 |
Q: I've been considering buying a Vanguard mutual fund which invests in dividend paying stocks. This ...
A: Your guess is as good as anybody's. There are so many variables and the state of affairs can change ...
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| finnance | 7/7/2005 |
Q: I am wondering is the above answers correct. I'm stuck on the last question and would like some ...
A: If you are using the correct formulas with the number of payments per year and bearing in mind that ...
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| Mutual Fund Advice | 11/20/2004 |
Q: I am 21 years and want to buy a mutual fund and continually add to it every month, perferably a ...
A: You may want to chat with a reg rep or a tax advisor, duly licensed. I am unable to furnish you ...
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| commodities broker | 9/27/2004 |
Q: I was wondering if you know what a commodities broker is? What does someone in that profession do ...
A: In general, a commodities broker deals with commodities, such as wheat, cotton, etc. They deal and ...
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| mutual funds | 9/7/2004 |
Q: We just recently paid off our cars, and now we would like to open a no load mutual fund in addition ...
A: You may want to sit down and have a chat with your tax advisor and registered rep. No load funds ...
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| INVESCO Roth IRA Regulatory Actions | 8/23/2004 |
Q: I'm in FloridaHello. I have a Roth IRA with INVESCO. The SEC has filed a complaint, they say that ...
A: You may want to look for a reg rep affiliated with a reputable company. The major mutual life ...
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| weekly tracking of funds | 5/25/2004 |
Q: The company that I work for has a 401k with about 200 investment options. Trying to track all of ...
A: I am not familiar with such software. You may want to check www.morningstar.com or even try to get ...
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| the local bank or the mutual fund company | 9/1/2003 |
Q: I have some money that I have set aside that I wanted to invest for the long term(10 yrs), in an us ...
A: I cannot furnish you with investment advice. You may want to meet with your insurance agent or ...
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