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About Mutual Funds
Schwab “Best” for Mutual Funds
Sun, 6 Jun 2010 23:31:00 -0700

According to SmartMoney, Schwab is "Best" in mutual funds and investment products. This is a nice piece of publicity for Schwab. SmartMoney's rankings are highly regarded and garner much attention from...
One of the Worst Fixed Income Investments?
Sat, 29 May 2010 16:28:00 -0700

TIPS (Treasury Inflation Protected Securities) are among the worst performing fixed income investments over the past six months. Other than two international bond benchmarks and two short-term US Treasury Bond benchmarks,...
A Visit from John Bogle
Sat, 22 May 2010 13:10:00 -0700

I didn't doubt the CEO of my firm, Jim Joslin, when I heard him once say that he worked with, and regularly played squash with, John Bogle, founder of Vanguard....
Before You Invest in Mutual Funds
Sun, 16 May 2010 22:16:00 -0700

For the past month, I have been highlighting "back to the basics" articles in my free weekly newsletter. Why? For starters, we have experienced (or are experiencing) one of the most...
The Dow's 1,000 Point Plunge
Sat, 8 May 2010 11:56:00 -0700

The market's recent 1,000 point plunge created a bevy of stories about the cause of the rout. Maybe it was an erroneous trade entered on a trading desk, lack of...
Vanguard's Free ETF Trades
Tue, 4 May 2010 22:51:00 -0700

Vanguard is offering free ETF trades. Yes, they have joined Fidelity and Schwab who are both offering free ETF trades of their own (restrictions apply in each case). I won't regurgitate...
Your Mutual Fund Company Goes Bankrupt, Now What?
Wed, 28 Apr 2010 21:43:00 -0700

I recently read a question on an online forum that asked: "What Happens If Your Mutual Fund Goes Bankrupt?" Good question, but many wrong answers were posted. Let's clear it...
Choosing Mutual Funds
Tue, 27 Apr 2010 21:23:00 -0700

I always enjoy receiving questions from readers. It helps me understand what is of interest and gives me ideas for future educational pieces. So, thanks and keep them coming. Last...
401(k) Investing: The Basics
Mon, 26 Apr 2010 20:27:00 -0700

In my previous post, I mentioned that it's time to get back to basics. More than one reader asked about 401k investing. So here you have it, a few basic tips -- including...
Back to Basics
Sun, 25 Apr 2010 12:22:00 -0700

So we've spent the last few weeks discussing taxes as they relate to mutual funds. It's not the most exciting topic (to most) nor the simplest for many to grasp. Let's...

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