New Money


November 2008


A Thanksgiving Stock

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Thanksgiving dinner is more expensive this year: According to the American Farm Bureau, the average meal will set you back $44.61, up from $42.26 last year. Turkey prices are a big factor; they're up 8 percent (those on a budget might consider the Tofurkey, which costs around $10, and tastes good,

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investing

Mutual Funds That Offer Money-Back Guarantees

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New data out from Standard & Poor's reveals that actively managed mutual funds haven't been earning their keep, even before the current market meltdown. Over the five years ending last June, the S&P 500-stock index beat out roughly 70 percent of actively managed large-company funds, according to ...

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investing

Mutual Fund Fees May Rise in 2009

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A heads-up for mutual-fund investors:

InvestmentNews is reporting that the annual fees of mutual funds will likely increase in 2009, by an average of 0.05 to 0.10 percentage points for stock funds. That's according to a Lipper analyst.

Expense ratios are often tied to a fund's assets, which means ...

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investing

At Long Last, Google Gets a Sell Rating

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Merriman Curhan Ford analyst Richard Fetyko slapped a sell rating on Google this morning, saying he sees downside to analysts' consensus estimates and that investors will get a better entry point in the next six months.

The full report is here, but here's a summary of his reasoning:

-The weak ...

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investing

Are Value Funds Broken?

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Anyone who once thought of value investing as a low-risk way to ride out a bear market got a wake-up call this year. Value funds may have held up relatively well during the 2000-02 bear market, but their 2008 performance so far ranks at the bottom of Morningstar's categories of diversified stock ...

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investing

5 Mutual Funds (Almost) Bucking the Bear

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It's official: So far this year, not a single diversified U.S. stock fund has made money. Given this week's unrelenting market declines, that shouldn't come as a huge surprise. Just about any mutual fund that's in the black right now is one that's using leverage. For example, the fund universe's ...

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investing

Where to Stash $5,000: ETF or Mutual Fund?

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If you're thinking about taking the plunge into exchange-traded funds, the biggest question you should ask yourself is how frequently you plan to contribute. That's what Jim Wiandt, editor and publisher of the Journal of Indexes, tells me. 

"A good general rule is if you're putting in $5,000 or ...

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investing

Big Shots Feeling Financial Pain: Buffett, Harvard, and the Millionaires-Only Yellowstone Club

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Your 401(k) is probably looking pretty pitiful. But it might give you a little comfort to know that it's not just you—even investing gurus and big-shot CEOs are feeling the hurt. According to DealBook:

So far this year, the average decline of the corporate stock holdings of CEOs at 175 large U.S.

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investing
Harvard University
college endowments
Berkshire Hathaway
Yahoo
Buffett, Warren

Direxion's ETFs on Steroids

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Some say investing is essentially gambling. Even those who disagree might change their minds after reading up on Direxion Funds' new crop of ETFs, which magnify bets for or against an index using 300 percent leverage (other fund families offer the double-down option of 200 percent leverage, but ...

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investing

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