Mutual Funds

Invest and Beat the Pros

Invest and Beat the Pros

By in Asset Allocation, Bond, Investing, Money Management, Mutual Funds | 0 comments

# 1 Kindle Best Seller-Invest and Beat the Pros Perfect Wealth Building Guide with Investing Are you worried about your financial future? Would you like a method to set up your finances for success now, and financial security in the future? Do you fell like you lack time and knowledge to manage your money? Here’s how you’ll benefit and what you’ll learn from this investing blueprint (from back cover): 1. The index fund investing approach that helps you reach your financial goals. 2. Enough investing knowledge to create your own investment strategy and avoid making poor choices. 3. Explanation...

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Is a 10% Return Good or Bad? How Are Your Investments Performing?

Is a 10% Return Good or Bad? How Are Your Investments Performing?

By in Advanced Investing, Asset Allocation, Bond, Mutual Funds, Stocks | 0 comments

Are Your Investment Returns Good or Bad? Do you know how well your investments are performing? Do you know the quarterly and annual rate of return? What about how well your investments are performing when compared with a standard benchmark? Ever since a friend asked me to look over her investments and tell her if she’s doing well I’ve wanted to help investors answer this question; “What are my investment returns?” Most individuals don’t know if their investment returns are good or bad. Even investors with financial advisors don’t know how to evaluate their rates of returns. Many financial...

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Are Target Date Funds Good or Not?

Are Target Date Funds Good or Not?

By in Asset Allocation, Investing, Money Management, Mutual Funds | 0 comments

Why Target-Date Funds Might Not Be For You Contributing columnist,  Alexandra Deluise Target-date funds are one of many popular retirement fund solutions that are worth considering as you plan your future. However, as with all retirement options, target-date funds should be approached with caution and a healthy dash of education. By understanding what target-date funds are, as well as the pros and cons of investing in such a fund, you might find that target-date funds aren’t a good fit for your investing style and retirement goals. As with most investments there’s no perfect answer to the question, “Are target...

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How to Invest Internationally Guide

How to Invest Internationally Guide

By in Asset Allocation, Investing, Mutual Funds, Reader Question, Stocks | 2 comments

How Much Should I Invest Internationally?-Part 2 Please check out: International Stock Investing Guidelines-Part 1 In responding to Brian of Luke 1428 Website’s question yesterday, “What percentage of my stock investments, if any, should I allocate towards international stocks and emerging markets (the latter of which seems to have more volatility)?”, you learned the difference between developed and emerging international markets. Since the U.S. is only one third of the world markets, and in order to participate in world economic growth, it’s important to invest internationally. Another reason to invest internationally is that international markets don’t move in lock step with...

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International Stock Investing Guidelines-Part 1

International Stock Investing Guidelines-Part 1

By in Investing, Mutual Funds, Reader Question | 1 comment

How Much of My Portfolio Should I Invest Internationally?-Part 1   Brian, of the Luke1428 website asks, “What percentage of my stock investments, if any, should I allocate towards international stocks and emerging markets (the latter of which seems to have more volatility)?” Brian asks an important investing question. There’s lots of discussion about the importance of diversification. Yet, ‘How much of my portfolio should I invest internationally?’ isn’t an easy question to answer. All but the newest investors know about diversifying within your own country. And most of us understand that it’s important to diversify internationally. But how...

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Why I Don’t Invest In Individual Stocks Anymore

Why I Don’t Invest In Individual Stocks Anymore

By in Asset Allocation, Bond, Investing, Mutual Funds, Stocks | 16 comments

I Don’t Invest in Individual Stocks Because I’m Smart and a Lazy Investor According to Warren Buffett, Chairman, Berkshire Hathaway:   (220) “Most institutional and individual investors will find the best way to own common stock is through an index fund that charges minimal fees. Those following this path are sure to beat the net results [after fees and expenses] delivered by the great majority of investment professionals.” 1996- Shareholder Letter (sourced from IFA.com/quotes/) Over the past several years, I’ve gradually moved my family portfolio and my corporate portfolio away from individual stocks and into index mutual and exchange traded...

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