Investors always have questions, and we receive hundreds every year. While we cannot respond to them all, we address some on our weekly radio show and use others to help us choose article topics. Using the submit a question tab above, you can send us a question to be answered by our team of educators and financial advisors. We regularly post new questions and answers here. The links below will lead you to them.
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July 18, 2008 |
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Question:
I currently have a Vanguard rollover IRA that's worth about $120,000. I expect that I will not need this money for eight years or more. I have taken $100,000 of this and allocated it according to your suggested Vanguard buy and hold strategy based upon a 60/40 equity/fixed ratio. I split the remaining $20,000 evenly between the Vanguard Strategic Equity Fund and the Vanguard Windsor II fund. I have always like these two managed funds. Do you think this little investment wrinkle of adding these two funds to your buy and hold suggestions is safe? Or are there any pitfalls to this strategy?
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July 17, 2008 |
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Question:
I am studying investments and I'm using the Fidelity Magellan
fund as a case study. How well has this fund performed in recent years,
and what benchmark do you use to evaluate it? What does "good
performance" mean to you? Does it include anything other than just
return? Would you have recommended Magellan in 1995, or any other
growth fund?
Click here to read Merriman's answer!
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July 14, 2008 |
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Question:
My husband and I are both working at universities, and
have invested money in the TIAA-CREF stock fund. I am still not clear
how to place this fund in a portfolio, how to evaluate its performance
and which benchmark I should use. It is not easy to follow this fund
since there's not much information available about it other than what's
on TIAA-CREF web site. What do you suggest?
Click here to read Merriman's answer!
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July 12, 2008 |
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Question:
I am a senior citizen and I invested $5,000 divided equally
between in Janus' Global Life Science and Olympus funds. Now my $5,000
is down to only $2,800. Should I my dump these funds? Should I switch
to another Janus fund? Or should I just sweat it out? I have other
investments besides these two funds.
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July 08, 2008 |
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Question:
If I buy a mutual fund at the end of a year, are there expenses that
will be assigned to my shares even if I have owned them only a short
while?
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July 04, 2008 |
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Question:
What are your thoughts on buying Ibonds instead of bond mutual funds?
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June 30, 2008 |
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Question:
What is the best safe place to invest $100,000 with the objective of
producing income, taking into account that the 2008 presidential election
will
have a detrimental effect on investments? I am 67, retired and free of
debt. The money is in an IRA. I am a conservative investor, not a risk
taker. I’d like to get $500 a month without touching the principal.
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June 28, 2008 |
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Question:
I am a stay-at-home mom, and my husband provides our only income. I have no
retirement savings, but I managed to save more than $2,000 in pennies
last year. I would like to start some type of retirement plan but I’m
not sure how to do this.
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June 24, 2008 |
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Question:
How can I avoid paying capital gains taxes on my emerging markets fund, which
is still under water?
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June 20, 2008 |
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Question:
Is it always better to own a no-load fund than a load fund?
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