Personal Finance Advice and Commentary

Friday, January 10, 2014 12:54 pm
By Dr. Don Taylor ·

Consider taking a core-satellite approach to investing for your 2014 investment outlook.

Tuesday, November 19, 2013 1:35 pm
By Kay Bell ·

There are some portfolio moves you should — and shouldn’t — make to keep tax bills low.

Tuesday, July 02, 2013 3:40 pm
By Sheyna Steiner ·

A new survey shows that investors are happy about stocks again, but bonds have fallen out of favor.

Friday, September 07, 2012 2:11 pm
By Sheyna Steiner ·

Ginnie Mae funds offer investors a little yield along with a government guarantee. They do come with some risks though. Learn more at

Friday, September 02, 2011 9:15 am
By Sheyna Steiner ·

Regulators have been examining the issue of derivatives in mutual funds since March 2010 but on Wednesday of this week the SEC requested comments from the public. Derivatives are investments that are based on the value of something else. For instance, futures contracts are derivatives, the contract is worth a certain amount based on the

Tuesday, March 01, 2011 2:48 pm
By Jennie L. Phipps ·

The Government Accountability Office took aim at two retirement planning tools during the past week. In two separate reports, it said: Beware of administrators pushing funds. Anyone who has a 401(k) should be cautious if the investment firm running the plan offers “education,” because this kind of advice could be little more than a sales

Tuesday, February 01, 2011 5:07 pm
By Jennie L. Phipps ·

You’d think that setting up an IRA or other simple retirement account that doesn’t have a fee would be easy, but I found out today that it’s not a slam-dunk retirement planning step if you don’t have much money. I have four grown sons and only one of them has any significant retirement savings. We

Wednesday, January 19, 2011 8:00 am
By Sheyna Steiner ·

Hedge funds are so 2000s. The exclusive investments of the rich and richer may be on their way out; in their place institutional investors and investment advisors are buying alternative mutual funds and ETFs. A survey by the investment research company Morningstar, and Barron’s, the investment magazine, found that the liquidity and transparency of mutual