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Archive for April, 2010

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Update on My Thumb Saga

Friday, April 30th, 2010

Okay… I cut my thumb on December 22 of last year. YESTERDAY I got a letter from Aetna informing me that they had received my appeal and decided to reverse their previous decision and will pay the bill. AWESOME! Sadly, it took FOUR MONTHS to get this resolved. The other sad thing is that it […]

Comparing Mutual Fund A-Shares to C-Shares

Thursday, April 29th, 2010

Since I have been on the topic of mutual funds, I thought it would be interesting to look at the difference between an A-Share mutual fund and a c-share mutual fund. Since I already have the data from my other posts, I’ll use American Funds Investment Company of America to make my comparison. For those […]

American Funds’ Investment Company of America vs. S&P 500 Index (Part 2)

Wednesday, April 28th, 2010

My post from yesterday raised some eyebrows and ruffled some feathers. I suppose I used a bit too much glamour when I used the word “smoked” in the title. I tend to do that sometimes when I want to draw attention to a post. Some questions were raised about my methods: Why did I choose […]

American Funds’ Investment Company of America Smoked Vanguard’s S&P 500 Index Fund

Tuesday, April 27th, 2010

I learned about American Funds during my PaineWebber days. A few of the brokers (though not enough in my opinion) used American Funds for their clients’ portfolios. One of the funds I liked from American Funds was the Investment Company of America. Yes, it had a front-load. But, the annual management expenses were quite low […]

7 Courses That Will Help Your Career

Monday, April 26th, 2010

I came across this article this morning: 7 Courses That Will Help You in the Real World This is no-brainer stuff: • Accounting – this was my favorite class in high school (not so much in college when I had a teacher I could barely understand). • Technology – if you’re not familiar with technology, […]

Taking a Look at Our Retirement

Thursday, April 22nd, 2010

This week I have been trying to take a long-term look at our finances by peering into the abyss that is retirement when we are 65-years old. It’s a scary undertaking because there are so many unknowns. In order to look at these numbers, I had to establish some parameters: • Desired annual income: $100,000 […]

Will Roth IRA Withdrawals Be Tax-Free Forever?

Tuesday, April 20th, 2010

I read this letter to the editor in today’s Wall Street Journal: “In ‘George W. Bush’s 2010 Tax Miracle” (op-ed April 15), Donald L. Luskin suggests that many wealthy owners of IRAs and other tax-deferred retirement accounts will convert their accounts to Roth IRAs ‘in exchange for freedom from taxes forever after on principal, income […]

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