Entries Tagged as ‘Uncategorized’

June 7, 2009

$8,000 At Closing

Pass this around.  This is the latest on the use of $8000 of Federal First Time Home Buyer tax credit money for the down payment and settlement costs of buying a home.

June 3, 2009

Here’s to You Mayor Hollister!

June 2, 2009

What does 200% turnover mean to you?

When a fund is turning over the stocks in your mutual fund like a rotisary chicken, you pay dearly for it. I recently analyzed a fund mix on the popular Fidelity funds on a 401k palet ? the average turn over was just under 200%! This translates into over 4% cost inside the fund in [...]

June 2, 2009

What should an investment manager do for you?

Rather than participating in all of the speculative hype so prevalent on Wall Street, your money manager should help you focus. Keep costs low, diversify and rebalance – over and over again ? this WILL give the best of returns with the lowest cost. Less activity, more investing.

June 2, 2009

Avoiding Black Swans

We would be far better off if we learned to avoid Black Swans. These three suggestions are priceless.

May 21, 2009

Benjamin Graham Quote

The value exchange in the world of investment management has long rewarded relationships based on frugality, simplicity and maintaining a disciplined balance of a varied selection of investment classes.  Benjamin Graham knows it and you know it.  I affirm that the widely accepted speculative techniques used by Wall Street are propagated by Wall Street primarily [...]

April 1, 2009

Why Markets Rebound So Quickly

Evan explains how the current market correction is a good thing is the long run.

March 25, 2009

What Will Happen to Interest Rates?

Anyone who gives you their opinion about the direction of interest rates in the future is giving you just that their opinion.  Im not sure any piece of information could be further from the realm of helpful.  The problem with predictions about the future is that we tend to make decisions based on them [...]

February 20, 2009

2010? 2020? But Who’s Counting?

Evan Vanderwey takes a look at the 2008 returns of some of the top “Safe” Targets Funds