Monthly Archives: December 2006

The Safety Premium

Wall Street has been all giddy last week over the nice 2nd half-of-the-year rebound rally, after the heart stopping pullback during May/June 06. With the S + P 500 having managed to gain almost 14%, the question is being asked … Continue reading

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Watch Out for the Media

This is the time of the year when the media is having a field day again. Over the next couple of months, you will find headlines such as the following: 10 top stock picks for 2007 The perfect portfolio for … Continue reading

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Are ETFs better than Mutual Funds?

With the explosion of Exchange Traded Funds (ETFs), one of the more frequent questions I get is whether ETFs are better than mutual funds. The issue has been somewhat distorted by several large investment management firms and newsletters proclaiming that … Continue reading

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Should Financial Services Professionals be Compensated via Commission?

OK, so I am somewhat biased because I run a fee-only advisory practice. However, over the past 5 years, I have received hundreds of phone calls and e-mails from some of my 17,000 newsletter readers complaining about being misled by … Continue reading

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Are 3 and 5-year Mutual Fund Performance Data of Value?

One of my newsletter readers had an interesting question. He asked: “One of the most commonly used and maybe the best advice is to look at the 1,3,5 year perfomance and the rating among peers. Then why don’t the funds … Continue reading

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