Archive for the ‘Investing’ Category

Morningstar Risk Measures

Wednesday, June 11th, 2008

For those of you out there who look for actively managed mutual funds, you need to check out Morningstar's site. Morningstar rates mutual funds and provides a wide variety of valuable data when evaluating mutual funds. They also provide numerous paid for services including research reports, screening services, etc. Although ...

Total Returns Versus Investor Returns

Wednesday, June 4th, 2008

I think Total Returns are pretty meaningless for the majority of "average" investors, myself included. Total Returns, as published in a funds annual report or on a site like Morningstar.com specify how much you would have earned if you invested in a fund at the beginning of a year and ...

The Lazy Person’s Guide To Investing, Book Review

Wednesday, May 28th, 2008

The Lazy Person's Guide to Investing is written by Paul Farrell, a CBS MarketWatch columnist. The book is an extension of a column he wrote on simple investment portfolios. The book outlines several "lazy" portfolio allocations, and the book is written for the type of person that doesn't consider investing ...

Taxable Account Investing Mistakes

Monday, May 26th, 2008

I'd like to raise an issue that can catch new investors who use taxable accounts off guard. Before you invest in a taxable account please make sure to check if a fund or investment has any scheduled distributions coming up. This is mostly a problem when purchasing funds towards the ...