All in the Fund Family
Here's Rob Carrick's eagerly-awaited
ranking of the top ten fund families of the
past year. While history offers no guarantees,
a "commitment to quality" counts for
something. How did the funds you deal fare?
Too Much Information
The mutual fund industry is guilty of
"TMI" — drowning you and your
clients in Too Much Information. Preferable to
bygone days of unclear statements, for sure,
but your clients may need some guidance in
sorting through this flood. John Lorinc
Market Funds: Fee'd Me
Managing a money-market fund is a
no-brainer. So why are some of them
"perpetual fee machines"? Here's the
run-down on the real cost to clients of holding
various money-market instruments.
Money Manager of the Month: Ming Lam
This successful manager of private
capital for wealthy investors has an MBA and
CFA -- and says it took him "years to
unlearn all that stuff." Read about how he
replaces conventional risk theory with a
buy-and-hold technique he calls "time
Mutual Fund Is Telling You To Stay Put. Big
Read what your clients are reading.
Check out Rob Carrick's puncturing analysis of
fund-company "propaganda" — wherein
self-interest is always bubbling to the
Stocks Awed, then Shocked by War Headlines
ADVICE: Shareholder Selling and Pillars of
Spring a Fine Time For Tax-Loss Selling?
In past years, the Contrarians have
done tax loss selling early -- in spring, not
at year-end when everybody's dumping losers.
But they're taking a long hard look at this
strategy. Is it a good technical call, or are
they giving up too much too soon?
the Five Ds Now To Reap Tax Rewards Later
Here's a succinct review of the five
pillars of tax planning. Your clients would be
well-advised to go over these suggestions
point-by-point, to ensure that they're
exploiting every avenue to keeping their wages
in their own pocket. Read Tim Cestnick's