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.
Use an elder care attorney. The look back on giving assets is 5 years, so if she should live 5 more years and has given most of her assets, she could qualify for medicade. The rules do allow her to keep some assets including a home, cash and more. D…
If you haven't given up on it at least 6 months ago, I don't know why. Sure it will perform well again but why is it necessary to wait? As they say "even a broken clock is right twice a day"
Just one last thought, since I also use Morningstar and I think they do a rather good job with their discuss section. Perhaps something could be learned by reviewing their format. Could it work here?
One of Byron Wein's 10 surprises of 2014.
6. Emerging market investing continues to prove treacherous. Strong leadership and growth policies in Mexico and South Korea result in significant appreciation in their equities, but other emerging ma…
Just have an asset allocation you can be comfortable with, no reason to get complicated.
If you think you have too much in equities, reduce it, keep more cash and it will be fine.
I have used different retirement planning software that has given me good direction. For about last 10 years my RMD, usually about 4% and SS have been a comfortable way to go and stopped earning income about 6 years ago. Next year I will raise my d…
Bank loan funds do better when rates are rising, which won't happen for awhile. But still provide decent yield and steady NAV. Maybe not worth buying now but a good hold.
That's why I have managed bond funds, not bond index funds. However, for long term investors, there are index funds that have performed well over long periods such as VBMFX, which is indexed to U.S. Aggregate, high credits and intermediate duration.
Reply to @MJG: You might consider visiting buyupside.com. That website features many fine investment calculation tools.
Thanks, interesting and fun too.
Reply to @BobC: I think the large positions in fixed income and all with Pimco were a distraction to me in his performance. I am not usually short on patience but will be 80 in a few months and just needed more of the total return bond style. I als…
Bee, no need to feel badly about letting it go, as you see above, I am doing the same with PAUIX. I had PRPFX through the market when it did very well and let most of it go early this year. I think that we have had an extraordinary market past coup…
