Argentina, has beautiful weather
bill | June 1, 2009
Want to learn what happened to Argentina and what some assume could happen here?
This is Wikipedia’s take.
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 [...]
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