Archive for the ‘Investing’ Category

Spread Out Your 401K Investments Throughout The Year

Tuesday, July 22nd, 2008

If you want to maximize your companies' matching 401k funds please listen up. Most companies match investments in your 401k or retirement accounts on a monthly basis. That means that if you don't contribute every month you could be leaving money on the table. This will affect people who start and ...

Interesting Investment Quote

Monday, July 7th, 2008

I ran across this comment in an article I was reading on Asset Location: "Even though our purpose was not to enter the debate between actively-managed and passively managed equity funds, our simulations do shed light on the relative advantage of the two fund types for someone saving consistently over ...

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 ...