Archive for the ‘Investment Management’ Category

Getting Started with ETFs

Wednesday, June 21st, 2006

Conceived more than 80 years ago and now owned by 91 million individuals from 54 million households in the U.S., mutual funds owe their strong appeal to a combination of features: professional management, instant diversification for low minimum investments, prices based on net asset value ...

Alternatives to Traditional Investments

Tuesday, April 25th, 2006

Investors sometimes get bored with traditional investments, such as U.S. stocks, investment-grade bonds, and the mutual funds that are invested in those asset classes. Especially when such investments fail to generate adequate returns as they did in 2005. And when that happens, investors often tend to hunt for what some ...

The Return of Uncle Sam’s 30-Year Bond

Sunday, March 26th, 2006

Nearly five years after offering its last issue of 30-year bonds to individual and institutional investors—causing some to warn of a bond shortage—the U.S. Treasury has returned to the market place with a $14 billion issue of its longest maturity, perhaps leading you to ask yourself whether you should consider ...

The Trials and Tribulations of Measuring and Comparing Investment Returns

Sunday, March 26th, 2006

Measuring and comparing investment performance is not an easy task. Consider, for instance, something as simple as the daily comings and going of the stock market. One month the Dow Jones industrial average (DJIA) is up and the next month it’s down. But do those changes really tell the whole ...

MAKING AND KEEPING INVESTMENT PORTFOLIO AND FINANCIAL PLANNING RESOLUTIONS FOR 2006

Tuesday, December 13th, 2005

Even if you aren’t among those who normally make New Year’s resolutions—and keep them—this may be a time when you will want to make and keep them in the year to come. With the Standard & Poor’s 500 Stock Index up 1.05 percent through October and the average U.S. taxable ...