Comments for Market Moves

Comment on Investment Manager Selection Criteria by Eric Paulson

Eric Paulson — Mon, 11 Jan 2010 15:51:55 +0000

I agree that an investment advisor using actively managed funds can be expensive. The “all-in” cost could in the neighborhood of 2% to 3% as you state. When using an advisor who actively manages a portfolio of stocks and bonds, however, you pay for just the management without the underlying fees for the investment vehicles used by the advisor. So, to keep costs down, try to find an advisor who manages individual stocks and bonds, and not expensive mutual funds or ETFs. This way, the annual management fees should be less.

Comment on Investment Manager Selection Criteria by Coz

Coz — Sun, 10 Jan 2010 14:33:38 +0000

What is fair? What is reasonable? The total cost of investing with an investment advisor seems too high to me, especially when they are using actively managed mutual funds. The total costs are easily over 2% per year and over 3% per year. 2 to 3% per year over 30 or 40 years can cut an investment portfolio in half from where it would be if an index fund approach was used.

Comment on Dividend Paying Companies: Good For Growth Investors Too? by paulson

paulson — Wed, 05 Aug 2009 19:42:34 +0000

Thanks for the feedback. While I do not completely agree with your analysis, I welcome any comments. As for the Closed End Fund investment recommendations you provided, readers should know that they are yours and not mine. I cannot comment on specific investment recommendations. -Eric

Comment on Dividend Paying Companies: Good For Growth Investors Too? by Local Eyes

Local Eyes — Mon, 03 Aug 2009 12:56:13 +0000

Best Kept Secret: based exclusively on credit, there has been NO GROWTH in America since April 1970! We’ve been substituting debt for growth ever since. Deficit spending and the resulting inflation are the culprits. Today, we’re experiencing The Great Recession.

However, those seeking dividends (income) should consider GIM (Templeton Income Fund) or DNP (Duff & Phelps Selcect Income Fund).
Both are ETFs and trade in The NYSE. Their yields are impressive.

Comment on Tips for Reviewing New or Current Financial Advisors by P. Hersey

P. Hersey — Sat, 27 Jun 2009 13:52:57 +0000

where were you when I needed this advice 30 years ago?

dhatchjr@yahoo.com

Comment on About Eric Paulson by P. Hersey

P. Hersey — Sat, 27 Jun 2009 13:04:23 +0000

Excellent advice and very clearly presented.

Comment on Tips for Reviewing New or Current Financial Advisors by Tom

Tom — Thu, 25 Jun 2009 18:18:17 +0000

Just stumbled upon your blog. Great advice, and timely. Thanks