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Archive Yearly Archives: 2011
What is an IRA
The term IRA gets tossed around when talking about investments, but have you every wondered what exactly an IRA is? The letters in IRA stand for Individual Retirement Account. An IRA is not actually an
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How to Replicate the Benefits of a 401K
We all need to save for retirement, what the government offers for social security just is not enough to cover all of our expenses and emergencies in retirement. Unfortunately those of us that own our
Continue readingWhat is a Concentrated Fund and Is it Right for You?
Funds that do not own many stocks are often referred to as concentrated (or focused). Many of these funds have only 25 – 50 stocks. While on the other end some funds own upwards of 1,000 stocks. Funds
Continue readingTrailing Return: What it is and How to Use it
One criterion that I look when investing is the trailing return. Trailing return is the return that the mutual fund has achieved over the specified time period, including both capital gains and dividend
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Why a Fund Managers Tenure is Important to Your Investment Decision
When picking out a mutual fund, one of the things I look at is fund manager tenure. This is how long the current manager or co-managers have been running the mutual fund. Mutual
Continue readingHow to Change Your Money Beliefs
We all have money beliefs. Some are good and some are bad – but we all have them. These beliefs have a big impact on our ability to succeed with money. If we have a negative belief about our
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What is a Style Box on Morningstar and How to Use It
Morningstar created the style box as a way to get a quick glance of where a portfolio is invested. This can be a mutual fund portfolio or even your own portfolio.There is a stock version and a bond version.What
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Understanding Mutual Fund Fees
If you think airline fees are confusing, wait till you try and understand mutual fund fees. We are going to look at four mutual fund fees that you will encounter. These include: management
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The Ultimate Guide to the PE Ratio for New Investors
The price to earnings ratio (P/E or PE ratio) is a quick way to see if a stock might be overpriced.It is also a great tool to compare different stocks.Let's take a deeper look at what the PE ratio is and
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How to Understand What a Mutual Fund Minimum Investment Is
What is a mutual fund minimum investment? It is the smallest dollar amount you can open a mutual fund with. Understanding what a minimum purchase is does not seem like it should be all that hard to understand.
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