Rethink Mutual Funds, Managed Funds

Why Did the Treasury Department ‘Refocus’ the I-Bond Program?

Mutual Fund News — Sun, 04 May 2008 05:05:01 +0000

Perhaps it signifies nothing, but the timing is suspicious. Last December, the Treasury Department announced that it was sharply reducing the annual limit on investments in the inflation-indexed series of U.S. … via Seeking Alpha

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Rockefeller kin take Exxon Mobil shareholder fight public

Mutual Fund News — Sun, 04 May 2008 06:05:28 +0000

“They are fighting the last war and they’re not seeing they’re facing a new war”

Members of the Rockefeller family took a fight with Exxon Mobil Corp. public Wednesday, challenging the oil giant spawned by their namesake to split the roles of chairman and CEO and focus more on renewable … via 2NEWS.TV

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Look at tuition inflation when saving for school

Mutual Fund News — Sun, 04 May 2008 05:05:03 +0000

“This strategy makes the most sense for those looking to fund a college education through a lump-sum strategy and helps answer the questions, ‘How much do I need to invest now, and how much risk do I need to take on?’”

Soaring college costs often force you to think like a portfolio manager. Should you load up your higher education kitty with more stocks than bonds? What about the risk it takes to achieve your goal when you do … via TheNewsTribune.com

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IGM Financial profit flat as sales slide

Mutual Fund News — Sun, 04 May 2008 04:05:25 +0000

IGM Financial , the country’s biggest independent mutual fund manager, said on Friday its first-quarter profit was essentially flat from a year earlier, as lower taxes offset weaker mutual fund sales and … via Globeinvestor.com

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Web site tells where to invest

Mutual Fund News — Sun, 04 May 2008 07:05:09 +0000

An asset allocation is a recipe for your portfolio. It tells you what kinds of investments to buy so your portfolio is not too risky, but not too tame. via The Clarion-Ledger

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Speaker Says Middle Class Owns - Big…..

Mutual Fund News — Sun, 04 May 2008 07:05:29 +0000

“Only 1.5 percent of industry shares are owned by company executives. The rest is owned by tens of millions of Americans, many of them middle class.”

Denise McCourt says U.S. oil companies are owned by middle-class Americans. The director of the general membership segment at the American Petroleum Institute, a Washington, D.C.-based trade association … via Wheeling News

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Adjusting for inflation

Mutual Fund News — Sun, 04 May 2008 05:05:15 +0000

“It’s much easier to do today because of ETFs”

Long-term savers typically invest at least half of their money in stocks or stock mutual funds, then allocate a good chunk to bonds and a bit to cash, for liquidity. via Buffalo News

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Mutual fund sales plunge in April

Mutual Fund News — Sun, 04 May 2008 06:05:18 +0000

“It’s surprising, because we did see some pretty good equity markets last month”

Mutual fund sales in Canada plunged sharply to about $300-million in April, from $2.5-billion a year ago. via Globeinvestor.com

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Zenith Bank floats N8.b mutual funds offer

Mutual Fund News — Sun, 04 May 2008 07:05:28 +0000

Z ENITH Bank Plc is set to raise fresh funds from the capital market to finance its newly created three mutual funds. via Guardian Newspapers

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Examine 2007 tax return to pinpoint 2008 opportunities

Mutual Fund News — Sun, 04 May 2008 05:05:18 +0000

The real fun starts now when you can look at your return to make decisions about tax moves in 2008. via Fredericksburg.com

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