| Subject | Date Asked | Expert |
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| Mutual Fund decision | 8/31/2007 | John D Smith, CFP |
Q: I was recently hired as an Associate teacher for an Intermediate Unit, an entity of the school ...
A: Without having the opportunity to review the mutual fund choices at each company it is difficult for ...
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| fund share redeeming | 8/28/2007 | Warren Boroson |
Q: I plan to redeem nearly half of my shares in a mutual fund soon to buy a new truck. This fund will ...
A: Tough question! I'll have your answer later today. Warren Reply from Sheldon Jacobs: It depends ...
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| timing of share redemption | 8/28/2007 | John D Smith, CFP |
Q: I plan to redeem nearly half of my shares in a mutual fund soon to buy a new vehicle. This fund ...
A: Once the dividend is paid, the share price of the fund will be reduced to compensate for this ...
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| How to buy a Mutual Fund | 8/28/2007 | Warren Boroson |
Q: Warren Im a fifteen yr old boy that wants to buy a mutual fund. I want to know how do you buy a ...
A: John Woerth of the Vanguard Group tells me that you will have to have your parent or guardian set up ...
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| American Cenury Equity Income | 8/20/2007 | Michael A. Weiss, CFA |
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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| best mutual funds | 8/17/2007 | Warren Boroson |
Q: my daughter is 2yrs old and l want to open mutual funds for her education.l would like to save a ...
A: Invest the money into a 529 College Savings Plan. Go to www.savingforcollege.com for information. ...
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| Alpine Dynamic Dividend Fund | 8/13/2007 | Michael A. Weiss, CFA |
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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| Turnover Ratio | 8/10/2007 | John D Smith, CFP |
Q: How is the turnover ratio determined for a mutual fund? For example, a ratio of 150 percent means ...
A: Actually, the turnover is based on the number of holdings in the fund that are sold. Therefore, in ...
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| Turnover Ratio | 8/8/2007 | John D Smith, CFP |
Q: How is the turnover ratio determined for a mutual fund? For example, a ratio of 150 percent means ...
A: turnover tracks the trading that goes on in a portfolio. For example, a turnover ratio of 100% ...
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| mutual funds | 8/3/2007 | Michael A. Weiss, CFA |
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 | Michael A. Weiss, CFA |
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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| Third Avenue Real Estate Fund | 8/2/2007 | Warren Boroson |
Q: Mr. Boroson: I own shares of Third Avenue Real Estate Fund (TAREX), which as of late is doing ...
A: I've been asking myself the same question. I've owned shares for a long time and have large capital ...
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| cap gains | 7/28/2007 | Warren Boroson |
Q: Bought 60K Index 500 10 years ago reinvesting allNow worth $140K.Need money but cap gain etc if ...
A: Yes, if you pass on, your children will inherit that money without owing taxes on your gains. Their ...
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| question | 7/11/2007 | Docs99 |
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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| Investing | 7/6/2007 | Michael A. Weiss, CFA |
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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| mutual f | 6/27/2007 | Dr. Joseph de Beauchamp |
Q: some info for you and then qqq.. Thank you. I am puzzled my mutual funds costs and my actual ...
A: You could do the math to reduce the returns to take into effect the fees. I am not able to calculate ...
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| opinion on a mutual fund | 6/25/2007 | Michael A. Weiss, CFA |
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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| dividends and capital gains | 6/21/2007 | Dr. Joseph de Beauchamp |
Q: I have various mutual funds and stocks. I have never been able to determine how long I have to be in ...
A: Each fund is different and you should check with the fund on the exact date. You could also go to ...
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| fidelity portfolio advisory services | 6/20/2007 | Dr. Joseph de Beauchamp |
Q: 1.I initiated contact for the P.A.S. Is it worthwhile. how expensive is this service ? 2.all ...
A: I think you can ask about the cost, of which, I do not know. Most services charge 1-3% per year, and ...
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| mutual funds | 6/17/2007 | Warren Boroson |
Q: i m a graduate t.y.bsc(stats) student and i ant to join mutual fund can u tell me how can i join ...
A: To invest in a mutual fund, obtain the phone number. Call 800-555-1212 and provide the name of the ...
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| Investing | 6/10/2007 | Michael A. Weiss, CFA |
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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| Barrons Mutual Fund Comparisons | 6/5/2007 | Warren Boroson |
Q: I was told Barrons has a article that normally comes out in Feb comparing Mutual fund families. Are ...
A: Jim--I saw the report, and criticized it. It was too short-term oriented (who cares how a fund ...
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| Mutual Fund share types | 5/30/2007 | Warren Boroson |
Q: Which would you choose (and why?)?: My wife and I are in our early 30's and have Roth IRAs. She ...
A: First, why buy load funds? The American funds are top-notch, but maybe you should be buying good ...
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| alpine mutual fund | 5/30/2007 | Michael A. Weiss, CFA |
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 | Michael A. Weiss, CFA |
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 | Michael A. Weiss, CFA |
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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| IRA advice needed | 4/18/2007 | John D Smith, CFP |
Q: We had a financial advisor over the house on the weekend to talk about our IRA. He suggests putting ...
A: First, let me comment on the advisor saying it is better than putting your $$ in CD's. In my ...
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| IRA advice needed | 4/18/2007 | Warren Boroson |
Q: We had a financial advisor over the house on the weekend to talk about our IRA. He suggests putting ...
A: Listen to the lady at work. She's right. Buying a new fund is usually not a good idea. Buying a load ...
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| IRA advice needed | 4/18/2007 | Docs99 |
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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| IRA advice needed | 4/18/2007 | Dr. Joseph de Beauchamp |
Q: We had a financial advisor over the house on the weekend to talk about our IRA. He suggests putting ...
A: Oppenheimer is a good fund group. I would suggest that you go to the local library, and look over ...
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| Rebalancing Investments | 4/18/2007 | Docs99 |
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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| investing in a mutual fund | 4/17/2007 | John D Smith, CFP |
Q: I'm interested in putting money into a mutual fund, maybe a Vanguard mutual fund. If I start at age ...
A: If you earn 10% (a little less than the long term historical performance of the stock market) your ...
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| General Idea about mutual fund | 4/7/2007 | John D Smith, CFP |
Q: Sir, What is Equity diversified fund? what is debt fund? what is balanced fund? Will you please ...
A: A diversified equity fund is a mutual fund that invest only in a diversified basket of stocks. A ...
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| lic growth fund | 3/29/2007 | John D Smith, CFP |
Q: i pay premium of 40,000 pa for lic growth fund.i don t understand how my money is invested .when ...
A: You should have received a confirmation when you purchased the mutual fund shares that shows how ...
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| Mutual 101 | 3/21/2007 | John D Smith, CFP |
Q: I want to put money in a mutual fund but I can't find someone to do it for a decent price any ...
A: For a $1000 investment, if you know the mutual fund you want to buy, I would open the account ...
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| REIT Fund | 3/6/2007 | Matthew Tuttle, CFP(r), MBA |
Q: I have most of my retirement investments positioned in stock funds and am in the process of buying ...
A: Willis, It might be better to replace your bond funds with municipal bond funds. It all depends on ...
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| investing | 3/3/2007 | Matthew Tuttle, CFP(r), MBA |
Q: how are You Matthew. My sister Is interested in investing, she want's to make her money grow but she ...
A: You mention that she needs someone to guide her in the right direction. If that is the case she ...
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| mutual fund | 3/3/2007 | Dr. Joseph de Beauchamp |
Q: can you tell me what a mutual fund is? what is minimum investment? how is the profit payed out? ...
A: Investment is never a quick fix. You should go to the public library and read through the ...
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| Mutal Funds | 2/28/2007 | Dr. Joseph de Beauchamp |
Q: I want to invest in mutal funds about $10,000.Would you reccomend? Where should I start?
A: Go to the public library in your area. You can usually find a rather large book called Morningstar. ...
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| online savings | 2/11/2007 | John D Smith, CFP |
Q: I'm not sure if this falls in your field or not - if not maybe you can point me in the right ...
A: In my experience, online banks do offer more on their accounts that a traditional bank savings ...
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