Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
I think there are more important lessons to learn. In this post-credit-crisis world I believe we need to manage uncertainty in addition to managing risk and selecting investments. The reason for the past crisis may have been the instability of the…
This article appears to equate actively managed to picking bonds and stocks that perform better than average (seeking alpha). It ignores mentioning other tools such as using leverage, short sales, derivatives, etc.
I once read a science fiction a…
What are the banks going to do with all the money the Fed is creating? IMHO banks are going to invest it, maybe a lot will go to stocks. I am not predicting a rally in stocks, but I wouldn't be surprised to see one happen.
Larry
Thanks to all who responded with comments.
Reviewing the comments I have come to the conclusion that I must include the TIAA as part of my Bond Asset Class. I made some rough calculations as follows:
First I reviewed five target date funds appro…
Reply to @msf:
Thanks for your comment. My major concern is another dip to our recession such that I would need to sell bonds and buy equities to rebalance the portfolio. Currently the TIAA is 31% of my total portfolio. Thus there is the possib…
Reply to @claimui:
Thanks; the link to the discussion of PIMCO funds was very interesting. I intend to use these funds in an IRA because of the taxable income generated.
Reply to @Investor:
I also had a problem linking to a World Press blog using Safari. Using your alternate access to MFO, I found the link worked. You may look at the discussion "Mutual fund based financial advisor ..." to see my problems. I hop…
I recently read an article about a financial advisor giving advice to a wannabe advisor. It may give you some ideas on what to look for in a financial advisor and some questions to ask. About halfway through the article I was reminded of C. S. Lew…
My standard response to events like Jackson Hole is: "When all is
said and done, more is said than done." Uncle Ben is a banker,
so any changes will help banks, but probably not help us seniors.
consider how change happens.
My opinion is that many instabilities built up in the financial system and the Great Recession occurred when some input caused the instabilities to avalanche. The change to the system didn't have to be large, just larg…
