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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.
| User | Date | K | C | T | P | Comments |
|---|---|---|---|---|---|---|
| Brian | 10/08/09 | 10 | 10 | 10 | 10 | John-- That is incredibly helpful and easy ..... |
| Kenneth | 09/28/09 | 10 | 10 | 10 | 10 | Thanks for the reply and answer! |
| Asad | 08/04/09 | 10 | 10 | 10 | 10 | |
| Katherine | 06/19/09 | 10 | 10 | 10 | 10 | The information is just what I was ..... |
| Marc | 05/28/09 | 10 | 10 | 10 | 10 | Thank you for your advice and ..... |
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
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
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
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
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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