Bogleheads

From Jason Zweig's new book:

Thou shalt take no risk that thou needst not take.” If you are taking risk, make sure of two things - it’s to meet an objective, and there are not alternative inve ...

I'm not in this fund...FYI

http://www.kiplinger.com/columns/fundwatch/archive/pimco-total-returns-hidden-risks.html

Blog entry from workingman's dollar.

It’s very clear from the above analyses that luck or chance in the form of time of market entry plays a major role in the returns most investors can expect to ...

A great interview Taylor. I'm sending this link to one of my nephews who expressed an interest in investing. I'm hoping he reads it and and follows your advice.

Thanks again,

Michael

Yopu're welcome Taylor.

Taylor wrote: When will investors learn to structure a low-cost, diversified asset-allocation plan--then stay the course.

Wise advice Taylor.

Michael

From Allan Roth's blog. I'm a firm believer in asset allocation also.

Link:

http://moneywatch.bnet.com/investing/blog/irrational-investor/is-now-the-right-time-to-get-back-into-the-stock-market/ ...

You're welcome Taylor and thank you for the kind words.

Michael

The expenses never end.

http://www.usatoday.com/money/perfi/funds/2009-11-13-funds13_ST_N.htm

Taylor,

Thank you for the policy link. We all (myself included) should remember to be polite in our comments. I'm not always correct either and life is a learning expedrience. Who hasn't made a mis ...

Hi testtubes,

You stated that I am retiring 1/1/10 and his recommendation is to put all of the money in the Vanguard 2005 Target Retirement Fund.

Have you consider the Vanguard Target Income whi ...

I missed Larry Swedroe posts and hope he returns to the forum very soon.

Thanks Larry......I also mentioned that quote a lot (among others).

Those who cannot remember the past are condemned to repeat it.

I miss your posts here.

Link:
http://moneywatch.bnet.com/in ...

Link:

http://www.indexuniverse.com/sections/newsinfocus/6867-vanguard-assets-top-1-trillion-american-funds-falters.html?Itemid=4

You May Be Paying Hundreds in Hidden Bond Fees

http://moneywatch.bnet.com/investing/blog/wise-investing/you-may-be-paying-hundreds-in-hidden-bond-fees/993/?tag=col1;blog-river

Allan Roth's blog entry.

From the entry: The best way to get higher returns is to lower your costs.
This should be repeated often.

http://moneywatch.bnet.com/investing/blog/irrational-investor ...

From wrkingmansdollar blog. May have to scroll to find entry.

Link:

http://workingmansdollar.com/

This article seems to be informative. However, I do not know much about this.
The expenses are high though.

Link:

http://www.kiplinger.com/features/archives/the-abcs-of-reverse-mortgages.html

Fbone,

Try these links:

http://moneycentral.msn.com/home.asp

http://www.marketwatch.com/

The information may be a little outdated but it's free.

I have been in bear markets before but the last one was a wake up call for me to lower my stock allocation (I'm in early retirement).

Link:

http://moneywatch.bnet.com/investing/blog/wise-investi ...

Blog entry by Nathan Hale.

The Rydex S&P Fund with an expense ratio of 2.28. Ouch. The link stated fund C. It maybe a front load also but I didn't vertified.

Link:

http://moneywatch.bn ...

Huh oh....what happen to KISS?

Gee, Now I have documentation for my hunch. Very Happy

Link:

http://www.dallasnews.com/sharedcontent/dws/bus/columnists/wdeener/stories/DN-deenercol_09bus.ART.State.Edition1.3c93bf2.html

My vote is for Mr. Buffett.

Link:

http://moneywatch.bnet.com/investing/blog/wise-investing/good-news-update-nouriel-roubini-versus-warren-buffett/989/?tag=col1;blog-river

I do not know enough about these bonds to have an opinion.

http://www.forbes.com/2009/11/06/build-america-bonds-munis-california-markets-bonds-economy-budget.html

Dale,

What a great inspiring story. Thanks for the post.

My Dad always told me, "Make your money work for you." He and Mom were like that couple. Mom didn't work but they did very wel ...

FYI

http://www.indexuniverse.com/sections/newsinfocus/6823-wisdomtree-registers-new-inflation-linked-etf.html?Itemid=4

Gekko,

Wise words there......thanks for the post.

Michael

pk wrote:

The Gabelli fund has a beta of 1.57 and a yield of 14%. But it could be that the fund returns principal.

I do not know if the Gabelli fund returns principal but some cefs do.

Too m ...

Is there anything redeeming in the use of CEFs, when they can't be bought at deep discounts?

--Pete

Not for me Pete. I don't like leverage and the additional costs..broker fees..higher exepense ...

Thanks Doc. I just wanted to know what the lower tax bracket % is. I have bonds etc in iras and muni bond funds in my non ira accounts.I thin I'm doing the right assets in my iras & non iras but w ...

From Forbes website.

Wally Forbes interview with Mike Holland views on TIPS & the Vanguard Total Stock Market Index.

http://www.forbes.com/2009/11/02/tips-inflation-etfs-intelligent-investin ...

From Allan Roth's blog comments on the The Investor’s Manifesto.

Link:

http://moneywatch.bnet.com/investing/blog/irrational-investor/investing-the-importance-of-knowing-what-we-dont-know/711 ...

From the cefa website ACG:

Total Net Assets (mil) as of 9/30/2009 $2,030.6
% Leveraged Assets as of 12/31/2008 34.10%
Portfolio Turnover 51.00%
Mgmt Fees 0.641%
Expense Ratio 2.020%
Fund ...

Yes cyberbob. I think Mr. Bogle doesn't recommended either but I could be wrong.

I agreed with what emerdoc and retired stated.

KISS always.

[quote]Instead, you should focus on the things you can control: the amount of risk you take (your asset allocation), the costs of investing, tax efficiency and the amount of money you spend.

The ab ...

You're welcome
Wagner

I never could spell Very Happy

From Kiplinder's web page. Please click on your state.

Link:

http://www.kiplinger.com/tools/retiree_map/

FYI

Link:

http://www.kiplinger.com/columns/kiptips/archives/watch-out-for-this-new-scam.html

I also think the target date funds stock/bond ratio is too aggressive for my taste. I'm retired and I do own the Vanguard Retire Income fund which has approximately 70% bonds and 30% stocks. I also ow ...

From his blog:

Low-transaction-cost index funds have benefited — very substantially — from slowly spreading knowledge of how hard-pressed stock-pickers are to best dart-throwing chimps and othe ...

Taylor,

Thank you for the gems. I will definely buy this book. I especially like the following quote:

"I'll emphasize three main principles: first, to not get too greedy, second, to diversi ...

Comments by Mr. Gross.

http://www.forbes.com/feeds/reuters/2009/10/26/2009-10-26T230320Z_01_N26207506_RTRIDST_0_PIMCO-GROSS-UPDATE-2.html

I've heard some of these before but aways a pleasure to read again.

http://news.bbc.co.uk/2/hi/business/8322921.stm

You're welcome Taylor. Let's all follow the guidelines of Mr. Bogle.

Michael

I used to studied the Morningstar ratings, S&P ratings, Lippier (?) ratings to find that top performing fund in a certain asset class.

Then I realize, why not index? Less time reading the rati ...

This is the latest entry from Larry Swedroe's blog.

I'm a simple man who believes in KISS (Keep It Simple Sugah). If the theory or charts are too complicated my eyes glaze over. Very Happy

Link:

h ...

Of the remaining $4.5 billion

I'm hoping this is profit taking but who knows.

Link:

http://news.morningstar.com/newsnet/ViewNews.aspx?article=/DJ/200910201812DOWJONESDJONLINE000635_univ.xml