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Article
12
Sep 07

Top of the Heap: Money Market Fund Returns

Q. In a recent column you recommended a list of ETFs. I generally agree with the list, and most certainly agree with your criteria. But TIP, the Treasury Inflation Protected Securities ETF, has baffled me for some time. I was interested in it from the beginning, but felt I did not understand it, so I...

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Article
28
Feb 07

Making Bets on a Falling Dollar Isn't Easy

Q: What do you think of foreign bond funds as an investment? What is the thinking behind them -- i.e., are they considered a hedge against a falling dollar? -- L.E., Houston A: The broad idea is that it's a big world out there, with lots of borrowers. Some markets may offer more opportunity than others...

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Article
20
Dec 06

I Savings Bonds are complex but rewarding

Q. In recent years, you have advised your readers that government I Savings Bonds offer a safe and rewarding investment. I bought my first ones in 2000 and have been, until recently, quite pleased with the returns. Currently, the inflation component has suddenly dropped to one percent, and I have not...

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Article
23
Mar 06

Making Good Use of an Expensive Universal Life Policy

Q. We bought a universal life policy about 18 years ago in the amount of $155,000. Now the policy is being eaten up by charges as I get older. The cash value is now about the same as when we began, about $39,000. The cash value will be wiped out in about six years unless interest rates rise from the...

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Article
26
Jan 06

Tax-free bond Income May Not Escape Taxes

Q. I'm at a loss to understand how municipal bonds work. In January 2003 I was advised to invest in a municipal bond fund that specialized in short term bonds. Now, almost three years later, I've barely seen any gains in my quarterly reports. Sometimes, the report shows that I've lost money. Other times...

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Article
24
Nov 05

Buying TIPS can reduce some risks as you near retirement

One of the things I am thankful for every day is the kindness of readers. Thank you for your trust. Question: Should I continue investing in the stock market if I can make more than 6 percent in I Savings Bonds and retire in the next five or six years? We have invested in Fidelity Funds since 1996 and...

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Article
17
Nov 05

When You Have a Good Hand, Hold It

Q. I have my 401(k) divided across four Fidelity funds: Value, Balanced, Diversified International and Contra. Its management fees range from .67 (Balanced) to .94 percent (Contra). Based upon the above choices and management fees, would you recommend that I try your "Margarita Portfolio" approach? My...

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Article
21
Jul 05

I Savings Bonds

Q. My parents gave me $10,000 recently and I want to do something safe with it for my daughter who is 15. I was checking into 'I' bonds. My husband suggested a CD--a local bank has advertised 3.8% for a year. Do you have a recommendation? Am trying to research the pros & cons--want to make a wise choice...

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Article
14
Jul 05

TIPS Have an Advantage in Periods of Inflation

Q. I've had the "Couch Potato" portfolio for my 403b account for close to five years with 60% Vanguard Total stock market Index fund and 40% Total Bond Market Index. I didn't know until recently that you now suggest Inflation Protected Securities in place of the Total Bond index. Can you tell me why...

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Article
02
Jun 05

Comparing I Savings Bonds and TIPS funds

Q. Your recent column on I Savings Bonds (Tuesday, May 10, 2005*) did not mention funds that trade in inflation protect securities - e.g., Vanguard's Inflation Protected Securities Fund. May I conclude that the after inflation return is somewhat better than the government fund category, but somewhat...

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