Blog
New Mutual Fund Rules Won’t Limit Advice
New York Times article written by Ron Leiber. The article explains some of the S.E.C's views on 12b-1 fees and rules that will limit compensation to advisers who are paid by the mutual fund companies." The fact is, there are plenty of financial planners who already...
USA Today’s view on banking bailout: TARP supporters deserve praise, not retribution
An interesting take on TARP dollars loaned and paid back to date from USA Today. Read More...
Paul Volcker Pushes for Reform, and Regrets His Past Silence
Here is an informative article from the NYTimes.com: Volcker Pushes for Reform, Regretting Past Silence By: Louis Uchitelle
Stat of the Day
Today we’re going to look at the NASDAQ 100, an index designed to track the 100 largest non-financial companies on the Nasdaq: Current Weightings in the Nasdaq 100*: Apple: 20.2% Microsoft: 4.3% Google: 4.2% Actual...
A Common-Sense Approach to Retirement
Part II in a series of question and answer format articles featuring one of our favorite financial guru’s, Harold Evensky. This article focuses on Retirement Planning issues. Read more …
Stat of the Day
Percentage (%) of mutual funds that either merged or liquidated (generally not a good thing) during the 5 year period ending 12/31/2009: Domestic Equity Funds: 29% International Equity Funds: 21% Fixed Income Funds: 10% Source: S&P SPIVA Scorecard – Y/E...
Suitability: Where Brokers Fail
Your stock broker or investment adviser could be a straight arrow, scouring the financial world for the very best products, but it's entirely likely they aren't. They could just as easily push you into "house" products that help them reap better commissions. The fact...
Pimco’s El-Erian Sees Volatility for Stocks
El-Erian says, "That investors should keep their seat belts on. The disappointing jobs report is further evidence that drivers of self sustaining private consumption growth are facing structural problems that result in slow income growth." Read more......