Archives for the ‘Fidelity Funds’ Category

Don’t Expect a Bond Crash

Written By • Aug 26th, 2013

  A number of clients have been asking about the risks involved with bonds and bond funds, now that it appears interest rates may start to rise. After all, they correctly point out, when rates rise, bond prices fall. Jack Bowers has touched on this in the newsletter, and I want to amplify and add […]

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Don’t Bet on The “Best.”

Written By • Feb 14th, 2013

The cover story of Barron’s February 11, 2013 issue is “The Best Fund Families of 2012.” To be blunt, it’s a ridiculous attempt at helping investors choose mutual funds. There is plenty of text, but like most people I first turned to the chart which ranked the largest 62 mutual fund families.  I wanted to […]

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Is Cash Really a Safe Choice?

Written By • Dec 19th, 2012

  When you think you see storm clouds hovering ominously over the markets, it’s only natural to consider moving to a safe harbor. Right now, many people fear that turbulent times lie ahead, whether because of the so-called Fiscal Cliff, Europe’s drag on the world economy or other factors. And many of those folks, wanting […]

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Investing and Politics: A Wobbly Combination

Written By • Sep 5th, 2012

A few days ago a client called to talk about investing some new money. The bulk of his substantial nest egg has been in money market funds for more than two years, and as a result he has missed out on hundreds of thousands of dollars in gains. Why has he stayed on the sidelines? […]

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More Greed on Parade

Written By • Jul 9th, 2012

It’s bad enough that JPMorgan Chase recently lost an admitted $2 Billion, a figure some experts expect to grow to $9 Billion. Now, to add insult and injury to more insult and injury, The New York Times begins a story saying, “Facing a slump after the financial crisis, JPMorgan Chase turned to ordinary investors to […]

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Now Showing: Retirement Plan Fees

Written By • Jun 20th, 2012

If you have a 401(k) or other retirement plan, the curtain will soon be lifted to reveal the fees you have been paying. Most likely, you either didn’t know you were paying fees, or you had little idea about what the fees were or how big a slice they took from your nest egg. New […]

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Uh Oh. The Big Money Guys are Optimistic.

Written By • Apr 27th, 2012

According to the April 25, 2012 issue of Barron’s magazine, a majority of investment professionals now expect the coming year (through June 2013) to be good for American stocks. Specifically, 55% are bullish, 31% are neutral, and 14% see declines ahead. As I’ve said in the past, I tend to get a little queasy when […]

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The Three-Legged Stool.

Written By • Feb 14th, 2012

After more than a quarter century of working with investors, I can list with some certainty the three factors that most affect client investment returns: market movement advisor investment selection client behavior None of us can do anything about the movements of stock and bond markets; they will do what they will do.  And of […]

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Buying Opportunity for Mutual Funds?

Written By • Jan 31st, 2012

The best time to invest is when others won’t.  Now appears to be one of those times. Stocks, by at least one historical yardstick, appear cheap. Specifically, the stocks that comprise the Standard & Poor’s 500 Index are trading at 13.7 times profits; that is a terrific number when compared to the historical average of […]

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Cautious Optimism: An End of Year Present

Written By • Dec 27th, 2011

Let me make my final blog post for 2011 an upbeat assessment of where we might be headed. My optimism stems from a fascinating chart I came across in a financial industry publication (Nick Murray’s Interactive, Jan. 2010). Based on statistics compiled by Intrinsic Research, the chart looks at the stocks that make up the […]

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