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Is Paying Off My Mortgage Early Worth It?

Posted on January 23, 2012 by admin

This a question that depends on many variables.  With the current low interest rate environment however, it is becoming less advantageous to pay off the mortgage early.  Especially with the continued tax benefits with regards to mortgage interest and property … Continue reading →

Posted in Mortgage Loans | Leave a reply

What Happens To Your 401K Plan When You Switch Jobs

Posted on January 23, 2012 by admin

401k plans can be transferred to a new 401k plan or rolled over to an IRA upon leaving a job.  The latter option is preferred in many cases because you can then choose your investments yourself.  If you do this … Continue reading →

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How Often Should I Check On My 401K Plan?

Posted on January 23, 2012 by admin

There really is no reason to check on your 401k in most cases.  Contributions are often done automatically every pay period.  Your allocation to funds has generally been chosen ahead of time.  Even rebalancing your funds to their desired allocation … Continue reading →

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What Makes A Good 401K Plan?

Posted on January 23, 2012 by admin

A good 401k plan offers many investment choice, low costs for mutual funds, low administrative fees, and investment advice at a reasonable cost if you need it.  Unfortunately, most 401k plans are expensive, and constructed by people who are not … Continue reading →

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What Is A 401K Plan?

Posted on January 22, 2012 by admin

A 401k plan is a type of retirement plan for individual workers in the United States.  A 401k takes its name from a subsection of the internal revenue code.  A 401k is instituted by an employer for the benefit of … Continue reading →

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Are Top Performing Mutual Funds A Good Investment?

Posted on January 21, 2012 by admin

Top performing mutual funds seem like a great thing to place your money into. But be careful.  You have most likely already missed most of the top returns for the fund.  Remember that past performance in no way shape or … Continue reading →

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Do Financial Advisors Help To Achieve Better Returns On My Investment?

Posted on January 21, 2012 by admin

It depends.  If you have little knowledge about investments and poor discipline than perhaps.  But you must choose and adviser who has your best interest at stake.  Unlike you doctor, the financial adviser is not obligated to do what is … Continue reading →

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How Can I Beat The Index Funds?

Posted on January 21, 2012 by admin

Nearly impossible.  It has been shown in study after study, that beating index funds over time is impossible.  Sure, there are a few actively managed funds that do this, but there is no way that you will be able to … Continue reading →

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Are Investment Costs Important?

Posted on January 21, 2012 by admin

Investment costs are critical to your performance.  Investment costs are the only thing you can control.  You can not control how your investments will perform or how the market will do over time.  Unfortunately, investment costs are downplayed by advisers … Continue reading →

Posted in Investment Fees | Leave a reply

Are Index Funds Just For Average Investors?

Posted on January 21, 2012 by admin

Index funds are for smart investors. Often advisers will tell clients that by investing in index funds, they will be simply average.  This is a sneaky way to try to get investors to place their money into expensive active funds … Continue reading →

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