A Mutual Fund Investors Bill of Rights
The
BlueCollarDollar believes in mutual funds as an investment and
retirement planning tool. We believe that mutual funds best serve the BlueCollarDollar reader but only if the manager has withstood the test of time and has placed the investor first, keeps the cost of managing those funds low and does not charge (much) for your involvement.
Our managing editor writes about his latest book "Mutual Funds for the Utterly Confused" (McGraw-HIll, December 2008) on his blog : Mutual Fund Investing
Special Report: When should I sell a mutual fund?
Plus Mutual Funds and Taxes
The Pain of Investing
So many redemptions... Was it wise? We don't think so.
Robert L. Leahy, Ph.D. writes: "If you are like a lot of investors who are anxious, you have become derailed in your thinking in recent weeks, feeling that the bottom might fall out.
Anxiety, Investing and Time Perspective, September 29, 2008
Fears were raised about the giant money market mutual fund industry earlier this week when Primary Fund announced that the value of its fund's assets had dropped to 97 cents for each $1 put in by investors, exposing them to losses.
How many financial stocks do your mutual funds own? Could be none. Could be more.
How telling are mutual fund investment trends? Updated for August 2008
The Investment Company Institute has recently published a look at where we are retirement-wise. You can download the pdf here.
Q How about mortgage rates?
Q What about bank and credit union accounts?
Q What about credit cards?
Q What about the stock market?
Q What about my taxes?
401(k) participation grew despite market volatility. See what auto enrollment has done
According to Pensions and Investments, At least seven pension funds lost their private equity investments in Washington Mutual, following its failure and subsequent purchase by JPMorgan Chase, according to a source.
And speaking of pensions: Owners of these types of retirement plans can feel a little smug.
"Fannie and Freddie's stocks are down about 80 percent so far this year, with losses accelerating in recent weeks."Should you be worried about your mutual funds?John Detrixhe reports.
There is a growing concern about the money you have saved. Where it is matters.
As is common in a bear market, even the best and brightest investing professionals are hard-pressed to read the near-term tea leaves for either the economy or stock market. Gail MarksJarvis shares her thoughts.
A vastly different Congress is not likely, so understanding how to prepare your investments for an inflationary future is essential. Unlike the 1970s, today's situation is more complex. Frank Beck reports.
Investors battle the bear as thestock-market sag spilled into the second quarter, leaving little to be gained.
By Martin Skala
How to Green a BlueCollarDollar Investor
Nobel prize winning economics professor offers this for your consideration. Annuities: A New Idea?
The downside risks in annuities are something to consider and if you donšt, the attraction these instruments have can be problematic.
Taxes and Retirement Planning
Ian Salisbury, Dow Jones Newswires
June 04, 2008:
Index funds are boring intellectually...
Bogle speaks: His advice for investors seems to square with a popular marketing pitch: Set it and forget it.
ICI: Consumer retirement assets rise to $17.6 trillion
By EILEEN ALT POWELL
The
retirement assets of Americans grew 7 percent to $17.6 trillion last year.
Mutual fund expenses held steady in '07
By Sue Asci
The era of declining mutual fund expenses is over, and in fact, the cost of investing in a fund may soon be headed back up.
More on expenses and fees in mutual funds.
Can mutual fund managers pick stocks?
According to our
measures of skill, certain funds perform persistently better than others, and the best performers
tend to have a growth objective, large size, high turnover, and use incentive fees to motivate
managers.
Top Performers
Picking the Forest or the Trees
The ability to find top-performing industries is a crucial factor in determining mutual funds that are likely to perform best in the future.
How Well Do You Know... Funds and Taxes?
By WILLIAM POWER AND LESLIE SCISM
Tax time is here, a reminder for investors in mutual funds and exchange-traded funds that knowing how tax issues work can make a difference in your returns.
Visit Retiring with a Plan
Use this guide to help you determine when and how to sell your fund shares
Inside each of us, hidden away and waiting to be tapped, is a Financial Planner. All you need do is ask the right questions.
Many mutual fund companies don't mention soft money.
Is there a way you can benefit from herd mentality?
More on Mutual Fund Investing
How Mutual Fund Investors Lose What is a hard close?
Soft money is back Let's take a look at this hidden and often needed cost of doing business in mutual funds.
Is the price you pay for a share of a mutual fund the best one.
The average investor now has the opportunity to speculate by purchasing Exchange Traded Funds or ETFs .
So the question is: if it is good for grocers is it an acceptable practice for mutual funds trying to reach customers in 401(k) plans?
Accident Prone Investing
Let me tell you a little story first about investing...
You are a mutual fund investor. So why should you worry about Hedge Fund Influence?
Baby Boomers need is a new retirement strategy.
Is it a using the Stock Market game the best way to teach young investors?
Your fund manager will be worried about the Valuation of Your Mutual Fund
In other fund news that will be good for all investors concerned, the S.E.C. has made the practice of directed trading illegal.
Are you looking for a mutual fund? Screen it here.
How to fix the mutual fund industry once and for all. Mutual Funds are fine.
How will your survivors invest their inheritance? Investment Planning After
At what point do you hire out your retirement/financial planning needs?
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