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Mutual Funds

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Understanding Your Mutual Funds Statement

Mutual fund companies send out annual statements the end of January. Find them and take the time to review them.

WBZ NewsRadio 1030–01/17/2014

Dow Jones industrial average, investments, bonds, New York Stock Exchange

When To Sell Those Mutual Funds

The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.

WBZ NewsRadio 1030–01/16/2014

Stocks, Trading, Investing, New York Stock Exchange,

Mutual Fund Benchmarks

You will want to learn how to compare your mutual fund to a standard so you can tell how well your fund is doing compared to other similar mutual funds.

WBZ NewsRadio 1030–01/15/2014

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Which Mutual Funds Belong In Your Portfolio?

There are thousands of mutual funds to choose from and you will need a disciplined process to whittle down the number to something that is manageable.

WBZ NewsRadio 1030–01/14/2014

Photo Credit: Thinkstock.com

How To Clean Up Those Retirement Plans

So often I hear from listeners who are about to retire and they realize they fall into the category of having too many retirement plans.

WBZ NewsRadio 1030–09/03/2013

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

The Taxes On Your Investments

Investments that you hold for less than a year and then sell are considered short term investments and are taxed as ordinary income.

WBZ NewsRadio 1030–02/15/2013

Papers, Folders

Review Your Mutual Fund Annual Statement

Mutual fund companies send out annual statements the end of January. My strong recommendation here is to take the time to review them.

WBZ NewsRadio 1030–01/18/2013

New York Stock Exchange, Stocks, Bonds, Dividends

When To Sell Your Mutual Funds

The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.

WBZ NewsRadio 1030–01/17/2013

Stocks, Trading, Investing, New York Stock Exchange,

Understanding Mutual Fund Benchmarks

You will want to learn how to compare your mutual fund to a standard so you can tell how well it’s doing compared to other similar mutual funds.

WBZ NewsRadio 1030–01/16/2013

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Which Mutual Funds Fit Your Portfolio

There are thousands of mutual funds to choose from and you will need a disciplined process to whittle down the number to something that is manageable.

WBZ NewsRadio 1030–01/15/2013

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