Another week and another financial services industry firm survey. I have written before about the danger of rising interest rate in bond mutual fund investments. This survey puts some real life numbers on the danger. Edward Jones published their survey of 1,008...
Every week there is a new survey from a major financial services company. Last week, Charles Schwab Retirement Plan Services released the results of a recent survey of more than 1000 individual company 401(k) retirement plan participants. Three of the summary points...
The correlation between interest rates and bond mutual fund prices is the least understood investment management concept. I can think of a handful of people I have met in Minnesota that understand this key relationship. Bond mutual fund prices are directly connected...
Regular readers may have noticed a pattern in my last few blog posts. On July 30th, Don’t Follow Your Investment Advisor Over the Cliff On August 2nd, Cash This Summer May Be Your Best Bet On August 6th, The Stock Market May Need a Summer Vacation On August 12th,...
There is a very dangerous trend the financial news media lately. I hope that I am not the only Minnesota stock market and company 401(k) investor who notices. The best way for me to find out is to post the following question in this blog post. Why on earth is...
I received an e-mail last week from a client who wanted to know what his adult child should do with her position in a gold mutual fund that she owned in her IRA rollover account. The stock market mutual funds that my client’s daughter owned were up around 15-20% in...
