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.
Hi Steve, I'd be more than happy to give the name of the firm, but I asked them to be keep my business confidential and I'll respect their confidence in kind.
The firm I chose representated what I was looking for. Each of us has different goals…
Thanks as well David, excellent piece. And Bee is spot on with the small investor having limited options.
There is one, worthy investment option, not often discussed here, which does avail itself to many individual, Mom and Pop investors.
The opti…
For a bit of an alternative to bond funds, you might review PJH.. (Prudential Preferred Stock- 5.75%, callable in 2052, quarterly payment), also WFCPRO, Wells Fargo. 2.96%.
Very Solid.
Best
Steve
Reply to @Daves: Hi Dave,
Typically Mutual Funds are not up my alley as much as individual stocks. Sorry. VYM as an ETF would be my closest strategy to give you the worlds best companies, pays a 3% yield with a tiny expense ratio, low risk, no worr…
Thanks Gentlemen.
Do read "Barrons" consistently, so many great ideas come from that publication and it takes a great deal of anxiety out of investing.
As an older investor, I've never commented on this excellent board, but offer just one humble comment regarding bond exposure. MikeM had an excellent / very astute, comment . "Why any bonds?". The following comes from a very personal experience and …
