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.
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The last week has been good preparation for playoff pressures....nicely done Tito.
You may want to consider subscribing...it's well worth it in my opinion. Much more actionable data on the market than what you might see at M*, and more readable than the WSJ.
I believe the article doesn't merely ascribe yesterday's loss to near term politics.
If you're waiting for a pullback, the question becomes what could be the catalyst for that to occur. The author indicates that the market rise was partly due to th…
The author seems to simply be reaching for a reason to not like the fund.
They say it's hard to compare the fund because "The nearly 70-year-old Franklin Income fund hasn’t had a clear benchmark for all those years because most of its investments …
VF...if Malware Bytes is often picking something up in a scan on your Windows machine, that would indicate that Microsoft Defender is missing it. A PC mag review indicates malware identification is a weak spot for the MS app.
Just as an FYI.
Good question Bee, considering recent events.
I am currently running Windows 10, but have it configured to more or less look like Windows 7 since I don't care for the tiling. As for other items:
-A good anti-virus program is a given, I use ESET
-…
I have a toe-hold in VETAX which is a mid-cap blend fund....seems to be a pretty solid performer over an extended period. With $8 billion in AUM, it's gotten some attention and compares favorably with AKREX.
FYI....it's closing on June 30.
I've been a Schwab customer since Olde bit the dust in the late 90's...Olde being a remnant from my dad's influence.
I find Schwab to be very forward thinking in terms of their offerings and service. I have only one complaint...there are a few fund…
I personally like Kiplingers, as it was one of the magazines from which I learned about investing and money management. Getting a list of recommended funds from 2008 and calculating returns to date seems a silly exercise, and done for the sole purpo…
@ bee: I sold FTR, CTL, and Win on 3/14/17, and with the proceeds purchased APO. I also capatured the dividend on both FTR and CTL. I made money on all but CTL. Yes, dividends are the mother's milk of investing, but not on penny stocks. Those w…
Ted...of the 8 tips...which do you not agree with? They seem pretty sound to me.
Mr. Van Knapp is one of the half dozen or so folks on that site I follow given their posting history.
I marvel at the marketing acumen used to demonize the estate tax. "Death Tax" was a stroke of genius.
Higher dividend and capital gains tax, no deduction for property taxes, and the elimination of deductions for medical expenses doesn't bode well f…
One of the more confounding comments about the latest tax cut scheme is that if you give a company a big tax break, they'll hire more people.
I can't quite figure out why they think that reaction would occur.
Current demographics support the concept of senior housing being a good investment alternative. There are several well established REITs in this space if you're looking for something with a bit more conventional and established track record.
I ran across this interesting tweet...
Binyamin AppelbaumVerified account @BCAppelbaum 4h4 hours ago
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Trumpeting the size of the bomb, rather than the results (if there were any), is basically the way the government narrated the Vietnam War.
I used to fly weekly, but that part of my life/career is now over. Flying now is a horrible experience, made better only by paying more via an upgrade using miles, the selection of "premium/economy seats", or the occasional splurge for 1st. TSA pre-…
Added more EM debt via an addition to TGINX. I'm considering replacing one of my four somewhat "core-ish" bond funds with FNMIX....purists may frown on that move, but after watching this area for a few years now, I would be comfortable with the rela…
When I was looking for a cash substitute for my bucket 1 holdings, RPHYX was closed. From the Great Owl listings, SSTHX has filled in admirably for me, is NTF at Schwab, and has served its purpose well.
Yes, the Kirkland Signature brands...here's an interesting link:
http://www.reversewinesnob.com/search/label/costco/
As for the discount, that may be a state issue.
After a trip to Italy, I realized that you can drink a decent wine at all times without consideration of the price. They serve good local wine by the pitcher through a tap.
But really....life is too short to drink bad wine...or cheap scotch.
Go to…
thanks Ted.
As an FYI...as a result of the many references by the linkster and particularly the posts by the esteemed Mr. Braham, a subscription to Barrons seemed to be an easy decision.
So far, I really like the daily commentary...very succinct …
Thanks Bob...it appears that many on this board are doing what you suggest, or are considering it as relates to strategically drawing down IRAs before RMDs begin. I see magazines and articles continue to defer to the Taxable/IRA/Roth withdrawal sequ…
Bee...I too draw from an IRA, and started to do that two years ago when I was 59.5 for the same reasons you mentioned. I didn't know that calculator even existed, so that's a help. Doing my taxes this year is also informative, and will help me fine-…
Hi Bob,
In your column titled, "When should I start retirement plan withdrawals?", you mentioned that you were well in advance of RMD's, but weren't particularly precise as to when you should actually start retirement plan withdrawals other than pl…
