Archives for the ‘Fidelity mutual funds’ Category

Will Your 110th Birthday Be Happy? The Financial Risks of Longer Life.

Written By • Mar 30th, 2015

Did you see the “Killing Cancer” story on 60 Minutes this past weekend? The TV newsmagazine, in a rare move, devoted two of its three main segments to what may turn out to be a major breakthrough in fighting the dreaded disease. Scientists and physicians at Duke University are using a modified polio virus to […]

Read The Full Story »



Stay Cautious with High-Yield.

Written By • Jul 29th, 2014

As you well know, interest rates are achingly low; short-term rates are near zero. That’s why investors seeking a better return are looking in all kinds of nooks and crannies of the investment world, places which might be beyond their normal level of comfort or expertise. A brief reminder about higher rates: there is generally […]

Read The Full Story »



Lessons of the Debt-Ceiling Crisis

Written By • Oct 21st, 2013

The debt-ceiling crisis is over, at least for now. And that means a respite from daily headlines full of words like “crisis,” “default,” “disaster” and “cataclysm.” As always, alarming headlines intimidate many investors into making bad decisions. But I am happy to report that, in our office at least, there were far fewer phone calls […]

Read The Full Story »



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 […]

Read The Full Story »



Lavish Hedge Fund Paydays – Just Not for the Investors

Written By • Apr 16th, 2013

Profits are good. You love profits, I love profits. But with some regularity a few titans of the financial world take home mind-boggling profits, and you have to wonder, why? Did they really deserve it? An article in The New York Times of 4/15/13, documented how a handful of hedge fund managers made massive amounts […]

Read The Full Story »