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Mutual Funds/Expert Profile
Expertise
I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related comprehensive wealth management and investment concerns.
Experience in the area
I have been providing fee only investment management and comprehensive wealth management services for the past 19 years.
Education/Credentials
I have a degree in Financial Planning & Counseling and I am also a Certified Financial Planner practitioner.
Average Ratings
Recent Reviews from Users
K = Knowledgeability C = Clarity of Response P = Politeness| User | Date | K | C | P | Comments |
|---|---|---|---|---|---|
| Kenneth | 04/27/12 | 10 | 10 | 10 | Thanks for the reply! |
| Kenneth | 04/16/12 | 10 | 10 | 10 | Thanks for the good advice and reply! |
| Kenneth | 04/15/12 | 10 | 10 | 10 | Thanks for the reply and information! |
| Kenneth | 02/29/12 | 10 | 10 | 10 | Thanks for the information and for your ..... |
| Kenneth | 11/07/11 | 10 | 10 | 10 | Thanks for the follow-up reply! |
Recent Answers from John D Smith, CFP
2012-05-02 Investing ideas:
Hi. If your need for the money is that soon, then I would not take any risk with it. As hard as it might be to swallow, I would tuck the money away in a money market account at an online provider that
2012-05-01 Investing ideas:
Hi Kyle. Thanks for getting in touch. Before I can offer some big picture guidance, I will need to better understand your specific goals and what you are trying to accomplish with your investments. Please
2012-04-27 Mutual Fund Investing:
Hi. Mutual funds are great investment options for many (and most investors). Like with any investment, you need to make sure you are using good mutual funds and ones that are appropriate for your specific
2012-04-23 mutual bond fund dividends:
Hi. You can think of bonds like a kids teeter-totter on a playground. As interest rates go up, bond value can go down. Duration of a bond fund is similar to how close you sit to the middle of the teeter-tottor
2012-04-15 Bond Indexes:
Hi. In order to assure you are capturing the change in the index and interest that gets paid from the bonds within the index, I would use the following mutual fund performance as a bogey: Vanguard Total
Answers by Expert:
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