Tag Archive: Mutual fund

Actively Managed Mutual Funds vs. Indexing

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In my last post, I wrote about Index Mutual Funds as an investment strategy.  To index or not to index?  This has been a long debated question among investors for years.   Specifically, is it easier to simply buy and hold a basket or stocks or bonds?  Or should you take your chances and buy [...]

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The Roth IRA – Simply One of The Smartest Retirement Tools

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Making a living in the volatile world of financial markets, has  taught me to appreciate the simple things in life, like the benefits of having a  Roth IRA.  Before I explain all the meaningful benefits of a Roth IRA, I want to put the Roth IRA in perspective.
Whenever you are saving for a particular goal, [...]

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20 Ways To Cut Your Expenses, Part 1 (The First 10)

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I thought I would change things up today and make a list of  ways you can cut your expenses.  Certainly when you cut your expenses you will have more money to pay off your debt or save money and/or spend on things you like.   So, here is part 1 of the list [...]

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Average Index Annuity Beats CDs By 70% over Five Year Period

ShareAverage Index Annuity Beats CDs By 70% over Five Year Period

Advantage Compendium Ltd completed its 5-year Index Annuity Return Summary where by carriers are asked to send copies of actual customer statements, with the personal data blacked out, for the five-year period commencing at the end of September 2000 and concluding at the end [...]

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Fixed Income Funds

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Image by M. Kelley via Flickr

Fixed income funds, including mutual funds, can play an important role in your portfolio by providing current income as well as adding diversification.
Ok, so let’s state why fixed income funds and fixed income in general is worth talking about:
“When the periodic income generated from your fixed income investments meets or [...]

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