Investment News
bill | April 21, 2009
This piece from Investment News is definitely worth a look…..
Charles Carroll Insights
\"Individual investors need more than conventional wisdom\"
Mutual Fund Expenses 1980-2007
bill | April 21, 2009
The following information is available on the ICI website .
What is interesting to review is that stock fund expenses have been going down since 2002. What is not readily discerned is to what degree the entrance of index funds with extremely low fees and large asset bases has affected these costs.
Charles Carroll Financial Partners provides [...]
Updated 529 Plan Information
bill | April 21, 2009
The Investment Company Institute website reveals the following information about 529 Plans:
Assets in Massachusetts 529 Savings Plans:
2002 $704 Million
2003 $1.150 Billion
2004 $ 1.557 Billion
2005 $ 1.907 Billion
2006 $2.349 Billion
2007 $2.820Billion
As of 4-21-09 the ICI does not list a valuation for year end 2008. What is important to note is that the 15 basis point fee [...]
The Sales Process of Proprietary Mutual Fund Management Services
bill | April 21, 2009
Most proprietary mutual fund management products make sure that they hide the fundamentals of what they are doing with your money in the symbiotic synchronicity (otherwise known as jumbled junk) of their portfolio methodology. The best manner to do this is by making sure that there are at least two sales people at a meeting [...]
Quite a Run for Mutual Fund Investing
Bill Hayes | April 21, 2009
Mutual Fund investing has had quite a run since 1987. According to the Investment Company Institute, the mutual fund industry’s national association, mutual funds held $5.5 Trillion in client assets at the end of 1998. These assets were held in over 7,300 mutual funds.
The growth the mutual fund industry continued to blossom through the turn [...]
529 Plans – What you don’t know and wish you didn’t
bill | April 21, 2009
Fidelity Investments has created target date investment plans so that you may save for college for your children, family, friends, or yourself. These plans allow you to invest your savings in the hopes of benefitting from their auspicious investment management expertise, so that through their guidance, your contributions will be available to you when they [...]
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