bill | July 20, 2009
There are two other posts with regards to 529 Plans on this site. Those articles talked to the dangers of investing in these types of plans. The link below is of an article that just came out today from Investment News.
What does it tell you about these plans when FINRA has doubts as to how [...]
bill | July 8, 2009
If you have a moment and can follow the link that is below, I’d like to introduce you to my firm and some of the individuals important to its success.
We believe that managing assets for individuals needs to provide a platform that places the clients needs first. Because of this we embrace the principles of [...]
bill | June 1, 2009
The following is from the Washington Post, not necessarily the venue that you would find an article like this but very much worth a read. Thank you Greg Mankiw’s Blog for this find.
bill | June 1, 2009
Robert Samuelson looks at the President’s fiscal policy.
Update: Here, via Nick Schulz, is Samuelson’s point in graphical form:
Does this mean that TBT is worth purchasing?
bill | June 1, 2009
Under President Barack Obama’s budget plan, the federal debt is exploding. To be precise, it is rising – and will continue to rise – much faster than gross domestic product, a measure of America’s ability to service it. The federal debt was equivalent to 41 per cent of GDP at the end of 2008; the Congressional Budget Office projects it will increase to 82 per cent of GDP in 10 years. With no change in policy, it could hit 100 per cent of GDP in just another five years.
bill | May 14, 2009
After many attempts to refrain from making comments about the state of financial services companies in today’s market environment, an advertisement on CNBC struck me as being worth a more definitive look. Not long ago Mark Cuban in his blog wrote a story about Fidelity Investments guaranteeing income to its clients through the use of [...]
bill | April 21, 2009
This piece from Investment News is definitely worth a look…..
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 [...]
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 [...]
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 [...]
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