| Recent Answers from Dr. Joseph de Beauchamp |
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2007-09-19 US Mutual Funds Total assets & Portfolio count needed: This is really the best and only source for your information. If it is not in the Morningstar book, you will not find it elsewhere. This Internet information resource will not find better than sitting...
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2007-06-27 mutual f: You could do the math to reduce the returns to take into effect the fees. I am not able to calculate this since I do not know your denominator for the calculation. I think US Saving Bonds at a local...
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2007-06-21 dividends and capital gains: Each fund is different and you should check with the fund on the exact date. You could also go to the local library and read through Morningstar book to find out. Some mutual funds change this date every...
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2007-06-20 fidelity portfolio advisory services: I think you can ask about the cost, of which, I do not know. Most services charge 1-3% per year, and this might not be necessary. Morningstar in the library gives you the best and no cost advise. You can...
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2007-04-18 IRA advice needed: Oppenheimer is a good fund group. I would suggest that you go to the local library, and look over the Morningstar book. There are loaded and non-loaded funds in the book. The book is too large to read...
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