Docs99 - Mutual Funds - Retirement Planning - People/Relationships

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Expert Profile: Docs99

Expertise: any related to the field. plus investments on mutual funds and variable products.

Experience in the area
almost 20 years in financial services

Education/Credentials
MPA from Harvard University

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What do you like about this subject? Any related to the field. Plus comments on mutual funds.

Average Ratings
Prestige Points: 7572
Knowledge	9.72 Best of the best
Clarity of Response	9.83 Best of the best
Timeliness	9.91 Best of the best
Politeness	9.96 Best of the best
Number Of Questions (in Past 24 Hours)		0
Max Questions to be Asked (in 24 Hour period)		3
Total Questions (since joining AllExperts)		292

Recent Reviews from Users

Knowl	Clarity	Time	Politeness	Date
10	10	10	10	07/07/08
10	10	10	10	06/02/08
10	10	10	10	09/24/07
10	10	10	10	09/19/07
10	10	10	10	09/19/07

User Comments

Thank you Docs99, for your prompt and comprehensive reply! It certainly steers me in the right direction. Best..Mike E.
(Mike on 07/07/08)

Thanks...appreciate your honesty!
(Ron on 06/02/08)

very usefull reply. greatly obliged to this expert.
(janice on 09/24/07)

Thanks a lot!
(Awhona on 09/19/07)

very good reply that answered the major part of my requirement.
(janice on 09/19/07)

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Recent Answers from Docs99

2008-06-05 Suggestions?: Thank you for your query. You may want to talk with your tax advisor and a duly licensed representative. I am unable to furnish you with investment advice. You may want to make sure that your tax issues...

2008-06-02 ETF's or Mutual Funds???: Thank you for your query. I am not able to furnish you with financial advice. You need to make a decision and you do not seem to have all the facts. You may want to have a good conversation with your...

2007-12-31 timing of Mutual Fund purchases: I do not think there is a timing per se. I do think that each person has his her own timing regarding his her own specific needs. You may want to meet with your tax advisor and discuss the issue with him...

2007-10-07 ETF and Mutual Funds: Hi Asad, You may want to do some research on your own first and find out about the fees charged by companies, using a rep or no. Bear in mind that no load means no help. A duly licensded registered...

2007-09-19 US Mutual Funds Total assets & Portfolio count needed: Thank you for your query. Usually the variable arm of financial services organizations will offer info on their family of funds. You may want to check NYLife, MassMutual, the Hankcock, NWestern, SmithBarney...