Monthly Archives: March 2007

No Load Fund/ETF Tracker updated through 3/30/2007

My latest No Load Fund/ETF Tracker has been posted at: http://www.successful-investment.com/newsletter-archive.phpSideways to downward bias had the markets in a retreating mode. Our Trend Tracking Index (TTI) for domestic funds moved lower but still sits +3.75% above its long-term trend line … Continue reading

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How to Save on Investment Management Fees

In my advisor practice, a client brought up the question as to whether he could save some money by referring a relative or friend and have that person’s assets to be considered when management fees are calculated. Here’s how it … Continue reading

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Stupid Investment of the Century: The IRA Annuity

While on the subject of annuities this week, here’s another doozey I come across every so often: The IRA Annuity. As you know, an IRA is a tax-deferred investment vehicle and so is an Annuity. In my advisor practice I … Continue reading

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Smart Investing: Getting Rid of a Bad Annuity

Ok, I admit it—I am biased when it comes to annuities. My generally negative view is not based on my own experiences but those of clients and a good portion of my newsletter readers (even though their preferred investments are … Continue reading

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No Load Fund/ETF Tracker updated through 3/23/2007

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpA strong rally supported by the Federal Reserve’s action, and a neutral statement, had all major indexes showing signs of life. Our Trend Tracking Index (TTI) for domestic funds moved higher … Continue reading

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Will Target-Date Funds Meet Your Retirement Goals?

Lately, I have seen a variety of articles touting the benefits of using target-date funds (also known as Lifestyle or Life-Cycle funds) to reach your retirement goals. One write-up in particular started out by intelligently stating that “low contribution rates … Continue reading

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