| Subject | Date Asked |
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| Short term investing | 2/25/2008 |
Q: I am very new to the idea of investing. I am saving up to renovate my bathroom in three years. ...
A: Please understand that I cannot provide you with personalized investment advice in this type of ...
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| Mutual Funds | 2/20/2008 |
Q: I recently heard on a television commercial that 80% of mutual funds underperform the market. Is ...
A: Please understand that I cannot provide you with personalized investment advice in this type of ...
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| Mutual Funds | 2/18/2008 |
Q: With the volatility in today's market does it make sense to move out of Mutual funds in a 401k into ...
A: Please understand that I cannot provide you with personalized investment advice in this type of ...
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| ETF | 1/31/2008 |
Q: How can I find the stocks that make up an ETF? I would like to be able to see the all the companies ...
A: Rasnake, Thank you for the question. My suggestion would be to go the website of the ETFs that your ...
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| Merrill Lynch MFA Selects program | 12/27/2007 |
Q: Mr Weiss, The financial advisor at Merrill Lynch has suggested the Mutual Fund Advisor Selects with ...
A: Archibald, Thank you for the question. Please understand that I cannot provide you with ...
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| Asset Allocation | 12/7/2007 |
Q: Could you suggest an asset allocation strategy of how a beginning investor desiring moderate to high ...
A: Please understand that I cannot provide you with personalized investment advice in this type of ...
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| mutual funds | 12/7/2007 |
Q: Total Cost showing on the Mutual Fund Papers are they the money that was put into the funds? Or the ...
A: It is hard to tell without actually looking at the statement, but I will try to help you with some ...
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| Immediate payment accounts | 11/25/2007 |
Q: I am in the research phase of my investing which has led me to look into mutual funds, forex, real ...
A: Yes, mutual funds can be set up this way. You can do this when you open an account or can make that ...
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| Mutual Funds - No Load | 11/12/2007 |
Q: My risk tolerance is high. I have about 10-12 years to invest for retirement, what high return funds ...
A: There really is no one correct answer to that question. After all, a mutual fund is primarily a ...
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| Mutual Funds - No Load | 11/8/2007 |
Q: My risk tolerance is high. I have about 10-12 years to invest for retirement, what high return funds ...
A: Please understand that I cannot provide you with personalized investment advice in this type of ...
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| Load and no load funds | 11/7/2007 |
Q: I am getting ready to max out the 2008 Roth IRA for both me and my wife at the beginning of the ...
A: I prefer no load mutual funds partly because the costs are usually lower and the service and ...
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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: There are a few things to consider here. First, when you say mutual funds, are you referring to ...
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| Vanguard - 2002 | 9/30/2007 |
Q: I'm just about to dive into investing on my own. I'm probably going to have a lot of questions, so ...
A: Vanguard wasn't the only mutual fund company to see its funds decline sharply in 2002. Most equity ...
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| ING SENIOR INCOME FUND CLASS C YOUR RATING | 9/28/2007 |
Q: WE HAVE 1/2 OF OUR RETIREMENT INCOME IN THIS FUND AND WE ARE WONDERING IF IT IS A GOOD INVESTMENT ...
A: Please understand that I can not provide you with personalized investment advice in this type of ...
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| No load vs/Front end Loaded Fund! | 9/21/2007 |
Q: Last November I was approached by an officer from Chase Bank, where I do all my banking. She asked ...
A: Please understand that I cannot provide you with personalized mutual fund investment advice in this ...
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| American Cenury Equity Income | 8/20/2007 |
Q: A Morningstar link brought up an article in which you recommended TWEIX. The low volatility ...
A: There is no free lunch in investing. Funds that are especially good at protecting capital will most ...
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| Alpine Dynamic Dividend Fund | 8/13/2007 |
Q: I have purchased and held Alpine Dynamic Dividend Fund (ADVDX)since July 2006. I am pleased with ...
A: I think that the jury is still out on Alpine Dynamic Dividend Fund. In general I like the concept of ...
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| mutual funds | 8/3/2007 |
Q: Can you tell me the difference between bond mutual funds and stock mutual funds? Thanks ANSWER: Hi ...
A: 10 to 11% per year is a good long-term estimate for large-cap stocks and large-cap mutual funds. ...
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| mutual funds | 8/2/2007 |
Q: Can you tell me the difference between bond mutual funds and stock mutual funds? Thanks
A: Bond mutual funds are invested in bonds. There are many varieties of bond mutual funds such ...
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| Investing | 7/6/2007 |
Q: I live in India...my grandfather who is octogenarian gets a handsome pension each month.However,all ...
A: Verma, Thank you very much for your question. I think its great that you are concerned about your ...
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| opinion on a mutual fund | 6/25/2007 |
Q: I have recently purchased a mutual fund and I would like to get your advise or thoughts on this ...
A: First, The Wells Fargo High Income Fund is a high yield fund and is far more aggressive than the ...
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| Investing | 6/10/2007 |
Q: This is not exactly about mutual funds but rather foreign currency. I was wondering if people ...
A: I know this is not a mutual fund question, but I would be more than happy to help you. Yes, people ...
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| alpine mutual fund | 5/30/2007 |
Q: concering aigyx , would you give me your candid opinion ? It for the first time in 6 years has ...
A: Thrasher, Thank you for your question. According to Morningstar, The Alpine Realty Income & Growth ...
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| Selling Part of Minor's Mutual Fund | 5/16/2007 |
Q: My daughter has a money market fund (it's under my name, Cust For her name, UTMA/FL) that now has ...
A: This is primarily a tax issue and may require a state specific tax answer. Unfortunately, I can not ...
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| type of shares/classes | 5/8/2007 |
Q: Based on some professional advice, my wife (32 years old) will be investing a portion of her pension ...
A: You are not the only one who is confused about share classes. The number of share classes has ...
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