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The Smarter Investor

June 2011


Secure a Survival Fund for Retirement

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Bill Gates has a fortune estimated at $56 billion, according to Forbes 2011 Billionaires' List. While I'm sure he has a very comfortable lifestyle, every day he needs food, clothing, shelter, and healthcare. These are fundamental needs shared by everyone, and they are non-negotiable―even for the ...

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TAGS:
mutual funds
investing

6 Investing Mistakes To Avoid

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While no investment approach is successful all of the time, here are six common investing mistakes to avoid:

Inability to take a loss and move on. Psychologically, it's difficult for investors to sell an investment with a loss. Often they prefer to wait until the investment at least gets back to a ...

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TAGS:
investing
mutual funds

Why Asset Allocation Still Works

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We have all read the articles saying that asset allocation is dead. At times, many of us have seen asset allocation fail as a strategy in our portfolios. Nevertheless, asset allocation is not dead, it just requires a little adjustment and a different thought process.

Most people confuse asset ...

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TAGS:
investing
mutual funds

Fund Mail: What To Keep and What To Toss

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Over the years, many people have asked me: Do I need to keep all of the mail I get from mutual fund companies? What can I keep? What can I throw out?

You should keep a few documents, but many can be thrown out.

When you buy shares of a mutual fund for the first time, the first thing you'll receive is ...

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TAGS:
investing
mutual funds

Know Your Bond Basics

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I have been invited to countless conference calls, webinars, and conferences that promise to educate me about the outlook for municipal bonds. However, in all of that noise, some of the most important but least understood implications for today's bond market are being overlooked by many investors.

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TAGS:
investing
mutual funds
bonds

How to Get Back in the Market

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Many people got scared during the bear market in 2008 and early 2009 and sold their mutual funds or stocks. Since hitting a low in March 2009, the S&P 500 Index has almost doubled. A lot of people have missed out on this stunning rebound. They're still trying to figure out the "best time" to get ...

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TAGS:
investing
mutual funds

Don't Sell in May and Go Away

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"Sell in May, and go away" is a popular theory among investors that I have been hearing a lot about recently, especially in the news. The idea is that most gains in the equity markets are made between November and April.

There is some pretty interesting data that supports the theory. According to ...

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TAGS:
investing
mutual funds