Mutual Funds/Experts

ExpertAverage RatingsExpertise

Warren Boroson

U.S.
Available
  • Knowledgeability 9.92
  • Clarity of Response 9.89
  • Timeliness 9.77
  • Politeness 9.98
  • Total Questions 717
 Author of "Keys to Investing in Mutual Funds" (Barrons), "Ultimate Mutual Fund Guide" (Probus), "How to Pick Stocks Like Warren Buffett" (JKLasser), and "The Reverse Mortgage Advantage" (McGraw-Hill). Former financial columnist for Gannett News Service.

John D Smith, CFP

Available
  • Knowledgeability 9.85
  • Clarity of Response 9.85
  • Timeliness 9.92
  • Politeness 9.97
  • Total Questions 788
 I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related financial planning/investment issues. I have a B.S. degree in Financial Planning & Counseling. I am also a Certified Financial Planner practitioner and have performed fee only investment management and financial planning services for the past 11 years.

Docs99

Available
  • Knowledgeability 9.65
  • Clarity of Response 9.80
  • Timeliness 9.92
  • Politeness 9.96
  • Total Questions 327
 any related to the field. plus investments on mutual funds and variable products.

Dr. Joseph de Beauchamp

U.S.
On Vacation
returns 12/11/2009
  • Rating N/A
  • (Expert Not Accept Rating)   
  • Total Questions 172
 Over the decades, I have taught the MBA schools in this subject. I have published on over 2000 public companies. I love to help provide information to the individual and company.

Recent Answers

2009-11-19 joint mutual:

Hi. This is a tricky situation as it appears your social security # is the first and main one listed on the account so therefore all tax related activity is being reported to you; is this correct? Technically

2009-10-07 YTD Return vs. Yield?:

Hi. Yield is the amount of income being paid whereas total return is a combination of income being paid as well as the change in the underlying price of the investment. For example, an investment that

2009-09-29 brat@arctic.net:

On the fixed income side, it will be shorter term instruments as there is an inverse relationship between a bonds duration and interest rate movements (i.e. interest rates go up and bond priced go down

2009-09-28 Total Return & Expense Ratios:

Hi. The total return of a mutual fund is a combination of the change in the underlying share price (NAV - net asset value) of the fund and the income or distributions paid out. For example, if a funds

2009-09-27 Retirement:

Thank you for your query. Unfortunately, due to licensing requirements, am not able to furnish you with investment advice. You may want to meet with your tax preparer/tax advisor and/or accountant to

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