Financial Planning

Expense ratio vs Redemption fees

An Investment Consultant recently contacted me regarding my current retirement portfolio (held by a large firm). This c...

1 comments posted 19yrs

posted by stephen.moore

1 comments posted 19yrs posted by stephen.moore

Comparing 529 college savings plans

My niece and her husband (residents of Florida) are planning to start a college fund for their baby daughter (4 months...

3 comments posted 19yrs

posted by tseverson

3 comments posted 19yrs posted by tseverson

Logic on deciding which loan to pay off

I was hoping to get some help on how to decide which of my loans to pay off (or should I pay one off). So here are the...

13 comments posted 19yrs

posted by neverchecked40

13 comments posted 19yrs posted by neverchecked40

Why does Canada have high mutual fund fees?

I've been trying to find out why. I found some decent performing funds with 15 year+ histories that fit my risk aversio...

3 comments posted 19yrs

posted by Idunno

3 comments posted 19yrs posted by Idunno

ETFs vs open ended mutual funds

I've been looking into the benefits of owning a market index in an ETF vs an open-ended fund. Relevant facts: - 5K lump...

3 comments posted 19yrs

posted by johnrichardson_us

3 comments posted 19yrs posted by johnrichardson_us

Bond Investment

I am a risk averse investor and I am thinking if government bonds are the the right investment for me.On Charles schwab...

1 comments posted 19yrs

posted by finance_girl

1 comments posted 19yrs posted by finance_girl

Guidance required on separately managed accounts

Hi All, I am new to investing and my financial advisor suggested Curian a separately managed account may benefit me mor...

4 comments posted 19yrs

posted by anandsekar

4 comments posted 19yrs posted by anandsekar

Emergency fund questions from brand new investor...

This question has come up a couple times the last few days and it's confused me.... Here is my situation: I live on 50%...

7 comments posted 19yrs

posted by Idunno

7 comments posted 19yrs posted by Idunno

dollar cost average effect

Hi everyone, What is exactly the dollar cost average effect? Is it when one invest monthly or quartely instead of a one...

26 comments posted 19yrs

posted by mhauser-rite-on

26 comments posted 19yrs posted by mhauser-rite-on

Guidance on managing $s

Hello there, I am a novice investor trying to do the right things in managing my portfolio. Here are the details of my...

15 comments posted 19yrs

posted by really_noviceinvestor

15 comments posted 19yrs posted by really_noviceinvestor

future Social Security benefits and taxes

http://www.spectator.org/dsp_article.asp?art_id722 An article by Jagadeesh Gokhale of the Cato Institute discusses som...

14 comments posted 19yrs

posted by beliavsky

14 comments posted 19yrs posted by beliavsky

Another Roth Question: This One Is About DRIPs

I think this may be a new subject around here on Roth IRA - how to open a Roth IRA with dividend reinvestment stocks. I...

1 comments posted 19yrs

posted by tomc5

1 comments posted 19yrs posted by tomc5

Where to park short-term excess cash?

For the past 10 years, I have maintaned an emergency fund in the range of 15K to 20K (my mortgage, the only debt, is 1....

15 comments posted 19yrs

posted by spoca2005

15 comments posted 19yrs posted by spoca2005

Any place to summarize ETF back track performance?

Hi, I am a new invester for ETF, it looks interesting. In addition to other factors like domestic/international, large/...

0 comments posted 19yrs

posted by linq936

0 comments posted 19yrs posted by linq936

Basic Record-Keeping Question

Since the and of the year is coming up, I thought that this would be a good time to post this question. I tend to be a...

1 comments posted 19yrs

posted by BRH

1 comments posted 19yrs posted by BRH