Archive for October, 2011

Relatively Speaking

By • Oct 28th, 2011 • Category: Investment Strategy, Investor Mistakes, Mutual Funds, Personal Investing

“Hell, everyone made money last year,” several prospective clients said to me in 2010. In fact, I always hear that after a good year. The implication those folks were making was that our mutual fund skills really didn’t mean very much, because, I guess, we just floated along a rushing, rising river. Which leads me […]



Stable-Value Funds Can be Shaky

By • Oct 11th, 2011 • Category: 401K, Investment Strategy, Investor Mistakes, Mutual Funds, Personal Investing

A type of investment known as stable-value funds are available only in tax-deferred plans.  As implied by the name, these funds are meant for conservative investors. They can often be a good choice, and many 401(k) plans have them on the menu. While money market funds are currently offering almost nothing in terms of interest […]