| Subject | Date Asked | Expert |
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| changing retirement investment portfolio | 12/25/2007 | Warren Boroson |
Q: For years I’ve had American Funds (all A-shares) in my retirement account. In the past I had 401(K) ...
A: I've given your question some thought. Are you coordinating your retirement accounts with your ...
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| Asset Allocation | 12/7/2007 | John D Smith, CFP |
Q: Could you suggest an asset allocation strategy of how a beginning investor desiring moderate to high ...
A: Although there are various rules of thumb, a person's asset allocation should be based on their ...
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| Asset Allocation | 12/7/2007 | Michael A. Weiss, CFA |
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 | Michael A. Weiss, CFA |
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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| Robert T Kiyosaki on Mutual Funds | 12/2/2007 | Warren Boroson |
Q: What are your thoughts about the famous Rich Dad Poor Dad author Robert T Kiyosaki saying that ...
A: Kiyosaki ia not only a fool, but a dangerous fool. Wikipedia does a good job of exposing him, but ...
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| 401K | 11/28/2007 | Warren Boroson |
Q: I'm 55 year old. Currently I'm loosing money on my 401K. Am I loosing money only on the paper ...
A: Desr Tina-- It's very possible that you have nothing to worry about. You may own good mutual funds ...
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| taking from fund to payoff loan? | 11/27/2007 | John D Smith, CFP |
Q: I have a fund (not sure if it's a 403B or if it's called a mutual fund) with Planmember Corp ...
A: Under most circumstances, mortgage interest is deductible as an itemized deduction on your income ...
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| taking from fund to payoff loan? | 11/26/2007 | John D Smith, CFP |
Q: I have a fund (not sure if it's a 403B or if it's called a mutual fund) with Planmember Corp ...
A: If you take the $$ out of the 403b, the amount withdrawn will be subject to a 10% early withdrawal ...
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| Immediate payment accounts | 11/25/2007 | Michael A. Weiss, CFA |
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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| ETF's in Retirement accounts | 11/20/2007 | John D Smith, CFP |
Q: I have a question about using Exchange-Traded Funds (ETF's) instead of Mutual Funds for my ...
A: In regards to your question, the first thing to confirm is whether or not ETF's are on the ...
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| MCHFX | 11/20/2007 | Warren Boroson |
Q: What do you think about MCHFX? I put most of my IRA into it.
A: Most of your IRA? Is it a big IRA? How much of your total assets does that mean? I wouldn't put ...
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| rollover from lump sum | 11/17/2007 | John D Smith, CFP |
Q: i have an $80,000 lump sum,plus $2,900 monthly pension.my advisor suggest i roll the $80,000 over ...
A: Yes, there are many mutual fund companies and mutual funds that are no load. The reason the broker ...
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| Mutual Funds - No Load | 11/12/2007 | Michael A. Weiss, CFA |
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 | Michael A. Weiss, CFA |
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 | Michael A. Weiss, CFA |
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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| Invested in Loaded Mutual Fund -what should we do | 11/7/2007 | John D Smith, CFP |
Q: I helped my 25 year old daughter set up her mutual from a friend from Primerica. We don't know until ...
A: This is the Legg Mason Agressive Growth Fund class A shares which means the commission was paid up ...
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| Pick Stocks Like Buffett | 10/29/2007 | Warren Boroson |
Q: I haven't yet finished reading your book about picking stocks like Buffett(its a good read!, have ...
A: Good questions. I suspect that the private companies that BH owns don't affect BH's bottom line that ...
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| Mutual Funds | 10/28/2007 | Warren Boroson |
Q: I am a 17 year old guy, who is thinking of investing a total of $2000 into mutual funds. My concerns ...
A: At 17, you may want to put aside money for advanced education. Or to buy a house. Beyond that, you ...
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| Mutual Funds | 10/26/2007 | Warren Boroson |
Q: I am 21yr old and willing to begin investing $15,000 in mutual funds. Could you suggest where and ...
A: M* ratings are a useful start--as M* likes to say. Fund are rated based on their performance ...
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| mutual funds | 10/26/2007 | John D Smith, CFP |
Q: I've been told that investing in no-load mutual funds is the way to go. (I'm a bit of a financial ...
A: As it relates to investing in mutual funds, my preference is to use no-load (no commissiones) vs ...
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| mutual funds | 10/24/2007 | Warren Boroson |
Q: what do you think of janus mid cap value fund for a long term investment [ 10 years or better]
A: Morningstar loves that fund. It's an "analyst pick." It's "built for long-term success." But... ...
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| Mutual Funds | 10/22/2007 | Warren Boroson |
Q: I am 21yr old and willing to begin investing $15,000 in mutual funds. Could you suggest where and ...
A: One piece of advice I have for you is: Invest with a large fund family that has a good overall ...
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| investing | 10/17/2007 | Warren Boroson |
Q: I will soon be selling my co-op and would like to know how to invest the profits for the short term. ...
A: Very simple suggestions. Put the $50,000 into a one-year CD. Go to www.Bankrate,com to see who's ...
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| ETF and Mutual Funds | 10/7/2007 | Warren Boroson |
Q: I am 32 and have began to invest for retirement. I have a couple questions if you don’t mind: 1) I ...
A: 1. All ETFs are index funds, remember. I prefer mutual funds in general because you aren't charged ...
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| ETF and Mutual Funds | 10/7/2007 | Docs99 |
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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| ETF and Mutual Funds | 10/7/2007 | Michael A. Weiss, CFA |
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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| ETF and Mutual Funds | 10/7/2007 | John D Smith, CFP |
Q: I am 32 and have began to invest for retirement. I have a couple questions if you don’t mind: 1) I ...
A: People will typically purchase mutual funds through brokers such as Scottrade in order to be able to ...
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| Mutual Funds - Time to Sell | 10/7/2007 | Warren Boroson |
Q: I have recently purchased four mutual funds. I've just received my month of September statement. It ...
A: I have good news and bad news. The good news first: American Funds New Economy gets five stars from ...
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| Mutual Funds - Time to Sell | 10/6/2007 | Warren Boroson |
Q: I have recently purchased four mutual funds. I've just received my month of September statement. It ...
A: One month is generally much too short a time. First, are you comparing the funds' performances with ...
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| currency hedged international equity fund | 10/6/2007 | Warren Boroson |
Q: Greetings, could you recommend any such dollar hedged international equity fund (close-end or ...
A: Morningstar FundInvestor (Sept 2007) has an excellent article on this subject. It names three funds ...
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| Mutul funds about investment | 10/1/2007 | John D Smith, CFP |
Q: 1. What is invest mutul funds? 2. How to invest money in mutul funds? 3. What is best mutul funds to ...
A: A mutual funds is an investment vehicle where money from different investors is pooled together and ...
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| Vanguard - 2002 | 9/30/2007 | Michael A. Weiss, CFA |
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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| Index Funds | 9/29/2007 | John D Smith, CFP |
Q: could you please recommend some good index mutual funds that try to replicate the following indexes: ...
A: For mutual funds, you can look at the Vanguard group of index funds for the Russell 2000 and MSCI ...
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| Index Funds | 9/29/2007 | Warren Boroson |
Q: could you please recommend some good index mutual funds that try to replicate the following indexes: ...
A: If you're creating a portfolio of index funds.... you will have to decide what percentages to put ...
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| ING SENIOR INCOME FUND CLASS C YOUR RATING | 9/28/2007 | Michael A. Weiss, CFA |
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 | Michael A. Weiss, CFA |
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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| US Mutual Funds Total assets & Portfolio count needed | 9/19/2007 | Dr. Joseph de Beauchamp |
Q: where can i find details of the Total assets under management and the Portfolio count of the top ...
A: This is really the best and only source for your information. If it is not in the Morningstar book, ...
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| US Mutual Funds Total assets & Portfolio count needed | 9/19/2007 | Docs99 |
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 | Docs99 |
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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| Mutual Fund Performance | 9/9/2007 | Warren Boroson |
Q: I am very new to investing online. How can I determine if my mutual fund is performing adequately? ...
A: First, determine exactly what kind of fund you own. A stock fund? A fixed-income fund? A ...
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