Mutual Funds/Expert Profile


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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.

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Brian10/08/0910101010John-- That is incredibly helpful and easy .....
Kenneth09/28/0910101010Thanks for the reply and answer!
Asad08/04/0910101010 
Katherine06/19/0910101010The information is just what I was .....
Marc05/28/0910101010 Thank you for your advice and .....

Recent Answers from John D Smith, CFP

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

2009-09-26 Retirement:

Hi. In order to offer any type of investment advice, I would need to know in some detail your specific goals as well as your tolerance for risk. It may be helpful for you to first visit a website that

 

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