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• Home Ownership & Mortgages

• Where To Find The Broadest Market Index Investments

  Q. I agree with your recent column about the destruction of trust. Personally, I have Merrill Lynch accounts that I want to close because I have lost faith in them. However, I don't know what I should do next. I like the couch potato model, but do you... Posted Aug 01 2002, 12:03 PM by scottb with | with no comments Filed under: Income Investing, Index & ETF Investing, Q&A (from print)

• Index or Managed Fund?

  Q. I have about $600,000 in my company 403(b) plan, all invested in Fidelity Magellan. We have recently switched to the Vanguard family and have several choices there. One of the choices is the Vanguard 500 Index Fund. I am 58 and am looking at retiring... Posted Dec 06 2001, 09:38 AM by scottb with | with no comments Filed under: Income Investing, Index & ETF Investing, Q&A (from print)

• How To Make Moving An Account Easier

  Q. From 1993, I've invested $623,123 through a CPA/financial planner. Of the amount invested $540,000 was in taxable accounts, $83,123 in retirement accounts. It was spread over 21 mutual funds. Today the value is $500,610 and $65,107, respectively--... Posted Jul 12 2001, 01:10 PM by scottb with | with no comments Filed under: Income Investing, Index & ETF Investing, Q&A (from print)

• These Days, the Treasury Yield Curve Isn’t Talking

  Q. I am really puzzled by the confusing factors surrounding investing for income, particularly current interest rates, treasury yields, bond fund performance, bank CD rates, inflation, etc. An inverted Treasury yield curve has historically preceded a... Posted Oct 05 2000, 10:23 AM by scottb with | with no comments Filed under: Income Investing, Index & ETF Investing, Q&A (from print)

• For the very elderly, try a very short ladder

  Q. I am responsible for maintaining the finances for my 92 year old grandmother and would like some advice about the best way to invest for her. She has $2,000 a month in pension and social security income and another $600 a month from interest income... Posted Dec 30 1996, 07:26 AM by scottb with | with no comments Filed under: Income Investing, Index & ETF Investing, Q&A (from print)

• Some Home Buyers Have Big Tax Advantages

  Q. I am considering buying a house right now. I expect to be in the area for 4 or 5 years, and I'm trying to understand what the financial advantages are of home ownership. Appreciation I understand. I pocket the difference between purchase and sales... Posted Oct 03 1996, 08:19 AM by scottb with | with no comments Filed under: Home Ownership & Mortgages, Income Investing, Index & ETF Investing, Q&A (from print)