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.
Ding, ding, ding.........
Big banks, from the article.........."Should the economy get stronger, interest rates should rise along with loan demand — both good things for banks."
>>>So, in the next recovery, eh??? Okay. 'Course, the big ba…
@Old_Joe
Hey.........how you??? And no, we're not finished with remodeling yet....ARGH.
Smiled about this, too. But, it is a valid point about words, writing and our complex language.
Thinking along this line: He/she decided to move and invest i…
@Crash
You noted: "CNBC or Bloomberg... The personalities all systematically misconstrue and mischaracterize all of reality, particularly economic news. It is in the warp and woof of their financial-speak. Because their point of view is that of the …
My local survey indicated that the great variance in location answers for Aussieland, Perth, Ukraine and numerous other locations was related more so to those who are long time students of the earth sciences and the confusion came from their past an…
@scott
My concern is for the overall internal affect upon those who remain. I have seen too many times in business, large and small, how internal conflict causes "operational problems". Folks not in a good mood..........................
I choose t…
@bee
Howdy bee,
Short on the time thing here today..........but a little something that may help.
Click on the "Resources" header in the title bar here at MFO and then click on "The Navigator". At "The Navigator" page, and the "type in the name of …
As noted: "It's hard to believe that what Wall Street market exchanges are doing isn't illegal."
Summary: .................As the lobbyist strolls into the Halls of Congress...............
@tip
2% redemption fees are not uncommon; as well as other levels and time frames for funds. Vanguard, as an example; has had various fees and/or restrictions for many years.
So, your fund "added" this redemption fee recently???
What info do you ha…
@jlev
1. If I understand this properly, your father has an IRA (1/3 of his money) with the single holding of the Blackrock Tactical Global Strategies which is inside of a Metlife variable annuity.
Current Blackrock fund summary
2. The remaining …
@MJG
We're only do'in the investment suggestion box thing.....
sug·ges·tion
/sə(g)ˈjesCHən/
noun
suggestion; plural noun: suggestions
1. an idea or plan put forward for consideration
Any and all disclaimers, and "hold harmless" notations should…
@willmatt72
A note about the taxable status of the majority of the monies.
Add this to your list of things to do :) ......
Fidelity Personal Retirement Annuity
The above link is an overview with some other internal links and a short video.
Th…
@willmatt72
First, it has been stated here at MFO that this type of interchange is dangerous among strangers, especially on the internet. So, I'll pretend we're, face to face, at the Mutual Fund Bar and Grill just down the street, having a casual ch…
@Gingersnap
VWELX is limited to existing investors, company retirement plans (401k, etc.) with possible restrictions; but did close to new investors in March, 2013. Perhaps still available within Vanguard directly if one has an account there.....w…
Thanks, bee.
The article notes being a 2014 review. A quick note about what is listed for Fidelity and perhaps for other vendors, too; that may be incorrect.
---Article notes that non-Fidelity funds have a $75 trading fee. The fee is $49.95. Al…
All an Alfred E. Neuman, "What, me worry?" thingy.
--- Social Security..........an ongoing form of fighting deflation (from a gov't. view, inflation from the receiver view); as too many folks have to plow all of the money back into their staying a…
Don't know who the average investor is yet?
But, how about a 50-50 of VTI and AGG?
---March 2004-March 2014 = avg. combined of 7.9% annualized.
'Course from Oct of 2007 through March of 2009 would have required most investors to have no sense o…
Wondering what they, them, he would have for their top 10 list for what is considered alternative. The only semi-clear consideration is what the typical thoughts are/have been regarding "alternative" investments. Some sources still note anything oth…
Many ATM's still run on XP, although upgrades continue.
We moved to Windows 7 with a new laptop a few years ago.
Some functions of XP don't mix well with current online sites and one is limited to IE rev's.; if choosing to run IE
@Sven
Ballast is ballast in an overall portfolio, eh?
Our house's greatest concern is when Fuss leaves and who will continue to manage PIMIX / PONDX at Pimco.
One can't complain about bond performance from either fund during 2013 or 2011 when the…
@junkster
You noted: "in a bad mood today related to our first real snow storm of the year"
You'd probably want to be placed into an "induced coma" till real spring weather arrives this year in Michigan. Our area is working on 8' of seasonal snow …
Well, ya'll got me curious...............
Are the switches/calls going backwards not documented somewhere?
I know the list of monies is a the website, but I have not looked at the site for some time now.
Dear linter: I'd lift the stops, today is a buying opportunity. The Ukrine crisis is short-term.
Regards,
Ted
>>>Not sure about what short term (i.e., less than 6 months???) means......
Better buying ops' may be 6 months forward.
Mr. Pu…
Current (subject to change tomorrow!) rotation that had some legs in the early portion of this year and continues is:
---U.S. equity: growth funds happiest, regardless of cap size, value not
---International equity: Europe generally happy, with th…
jeffboycott:
A personal ReMax ad link ??? So, is this you, a friend or; or a random selection?
I have always invested in real estate. During the slowdown in the year 2008, my interest was in real estate only. In the present scenario, real estate …
Hi bee,
For your post here.........move the mouse pointer into the text area of your post and then a "gear" icon will appear in the top, right corner of the text box. Hover on this and you will see options and then an "edit" icon. Click the edit, f…
Hi Hank,
I agree. Heck, if we were (not at the magic age yet) pumping out RMD money we didn't need, it would likely go into the no frills annuity at Fido with a choice of 56 funds with which to play among. No surrender charges, tax deferred growth…
The withdrawal rate discussion has been in place for a number of years, eh?
All cases are obviously going to be different. I consider, in part; that the white paper study from the bank's Asset Management group is a forward planning document to pul…
Okay..........one starts a comment or replies and has use of the action headers just above this text area. One can then perform the bold or imbed a URL within their own wording or the other choices.
However, when performing an "edit" of a comment; …
Morn'in Mona,
Clicked upon the "Quote icon thingy" for this.....don't know whether you receive a notify or what??? Apparently nothing replicates the "old" reply feature.
You noted:
I have owned OSTIX for some time now and have been pleased with…
Hi OJ,
You noted:
I'm not overly impressed with explanations that use the non-word "effecting" instead of "affecting".
I do believe we had the same thought, at the same time.
I'll have to let it ride though; if'an they are very good techies.
He…