September 2009
Mutual Funds - The Good, the Bad and the Ugly
Most investors know about mutual funds – they’re still the most popular investment vehicle in America, with approximately 52.5 million people, or 45% of U.S. households owning mutual funds. And most of us also know there are a lot of different kinds of them, but beyond those basics few of us know much more. It’s particularly important for women, who are rapidly becoming the nation’s primary household financial decision makers, to spend a little time learning the basics – nothing is more powerful than knowledge.
Separately Managed Accounts - What They Won't Tell You
One of the difficulties inherent in making apples-to-apples comparisons among investment offerings is that fee structures vary. This is even trickier for Separately Managed Accounts (SMAs) than for mutual funds, for a variety of reasons.
Fees are not straightforward
Investing for additional monthly income
I need more of a monthly income because my paycheck just isn't enough. Is there any way to invest just for that?
Divorcing...Now What?
I’m not a social scientist so I don’t know how many marriages end in divorce. I do, however, know quite a few people who have been divorced. Besides the emotional issues, there are a number of issues on the financial side to deal when going from “us” to “me”. Always remember, the one person you can rely on financially is you. So I thought it would be helpful to come up with a checklist of things to do:
