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Mutual Funds/Questions Answered by Expert Docs99
| Subject | Date Asked |
| Cost | 2/1/2011 |
| Q: Quick question regarding any of my previously company own 401k's. Is there fee's of any sort for ... A: Your best bet is to talk to the company administering the plan and find out the specifics of the ... | |
| Mutual Fund | 7/30/2010 |
| Q: My name is Manish Kumar Gupta from Dehradun. My age is 29 Years. I want to ask about my portfolio in ... A: However, I am unable to furnish you with any kind of financial advice. You may want to contact a ... | |
| international fund | 5/17/2010 |
| Q: i have money put in the international fund but right now its losing money since the greece economic ... A: Am unable to furnish investment advice, however, you may want to talk to your financial adviser or a ... | |
| Your opinion | 5/11/2010 |
| Q: Docs99. If you wanted to join a network marketing venture and the company's product you were selling ... A: This is my opinion: if a company does not pick up the phone during normal business hours and you are ... | |
| Mutual Fund | 3/17/2010 |
| Q: Is a Mutual Fund considered an inheritance if it was set up during the benefactors life time? My ... A: Unfortunately, am unable to answer your question. You may want to set up a meeting with your tax ... | |
| Retirement | 9/27/2009 |
| Q: My question... I'm 52 years old and have $150,000 in a annuity, $200,000 in stocks, $10,000 in a ... A: Unfortunately, due to licensing requirements, am not able to furnish you with investment advice. ... | |
| Vanguard funds | 7/4/2009 |
| Q: At current my wife an I have our 401k with Vanguard in 2 seperate funds, The VG Balanced Index and ... A: Unfortunately, I am unable to furnish furnish you with investment advice. You may want to have a ... | |
| cashing in mutual fund | 2/7/2009 |
| Q: I am late 50's, have mutual fund for many years I established for saving for house down payment. I ... A: Unfortunately, I am not able to furnish you with financial or tax advice. You may want to have a ... | |
| Confussed: young investor | 1/9/2009 |
| Q: I have been searching for investment for the past 2 weeks, i got a little abuut how the game is but ... A: Unfortunately, am not able to furnish you with financial advice. You may want to talk with your tax ... | |
| Making the Most of the Dow | 10/15/2008 |
| Q: ??? I don't understand the reply you sent me (see below).... "You are very welcome. Your Question ... A: Apologies, pressed the wrong key. I would prefer to abstain from any comments right now given the ... | |
| mutual fund beginner (?) | 9/15/2008 |
| Q: I'm almost 18 yrs (in a couple of months) and I'm interested in opening a mutual fund. At what age ... A: You have a great idea. Saving for your future is very important. You may want to sit down with a ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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, ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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. ... | |
| 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 ... | |
| 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 ... | |
| 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, ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
| 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 ... | |
Mutual Funds
Answers by Expert:
Docs99
Top Expert on this page
Expertise
Due to licensing issues, I am unable answer any question related to investment or financial advice.
Experience
over 20 years in financial services
Education/Credentials
MPA from Harvard University
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