By Jonathan Burton, MarketWatch SAN FRANCISCO (MarketWatch) — When choosing mutual funds, few aspects are within investors’ control. Future performance isn’t one of them. But expenses, risk, manager tenure and tax-efficiency are qualities that can be judged before you buy. “Look beyond performance,” said Jim…
CBS News correspondent Trish Regan now reports on how to get out of debt once you’re in the trap. Dabney Oliver is 31 years old, single and carrying $13,000 in credit card debt. “I look at my budget and it’s really tight, you know. It’s…
By VICTORIA KNIGHT August 15, 2006; Page D2 Many financial firms increasingly are turning to technology to deliver the “high-touch” personal services that their well-heeled clients crave. “There’s a huge amount of talk about how advisors can deliver a quality experience and build their book of business….
The results are in from the Chu-Wall Money Makeover. And they’re nothing to bank on. Over the past few months, Jonathan and I have made far fewer changes to our financial lives than most of the five couples I’ve profiled for this series have. We’ve…
By Kathy Chu, USA TODAY Dave Yeske, a financial planner in San Francisco, recommends a balancing act for Kevin and Amy Smith: build up an emergency fund and chip away at debt. Then save simultaneously for retirement and for their six kids’ college education. But…
By Kathy Chu, USA TODAY With college education for six kids and their own retirement to pay for, Amy and Kevin Smith of Pleasant Hill, Calif., need help stretching their dollars beyond routine bill-paying. Kevin Smith, 35, earns $60,000 as an information technology systems administrator…
Morningstar Influence Grows; Some Concerns Remain By Arden Dale Of DOW JONES NEWSWIRES NEW YORK — Morningstar Inc. (MORN) casts a long shadow over the mutual-fund industry. Founded in 1984, the Chicago investment-research firm went public in May and has been growing by leaps and…
By ARDEN DALE Staff Reporter of THE WALL STREET JOURNAL Exchange-traded funds have exploded in popularity, but for many investors these investments remain something of a mystery. Like traditional funds, ETFs hold baskets of securities and other investments. Rather than get priced once-a-day like a…
Dave appears on NPR’s Morning Edition, discussing the risks of underdiversifying your 401(k).
By Jim Christie SAN FRANCISCO, Aug 18 (Reuters) – Home-ownership in California has increased to a level not seen since 1960 but it is coming at a high cost and risk for home buyers, according to a study released on Thursday. To keep up with…