Archive for January, 2007
Posts I Enjoyed Last Week
Henry at Binary Dollar has some simple steps for young adults to save money. Meanwhile, Golbguru takes a look at some Apparent Needs and Real Needs of college students, and he wonders if they are all necessary.
Jonathan at MyMoneyBlog starts a series of portfolio analysis based on some widely used models. And sometimes, you can [...]
Tax Consequences of Our Taxable Investments for 2006
The first tax document for 2006 arrived over the weekend from T. R. Price. Currently, I own three T. R. Price funds in my taxable accounts: PRSVX, PRNEX, and TREMX. The reason I call these taxable accounts is to separate them from tax deferred accounts such as 401(k)s and IRAs. The name also says that [...]
Morningstar’s ETF Selection Tool
When I was researching at Morningstar.com for small-cap investment (both mutual funds and ETFs) yesterday, I found their ETF selection tool quite convenient.
Simply place the cursor over the investment style you are interested in and click, then a list of ETFs in that category will appear with information such as style, returns, and trading volume.
Wasatch to Reopen Funds
According to Morningstar.com, small-cap specialist Wasatch is to opened several closed funds on January 31st, 2007. If you are looking to add small-cap funds to your portfolio, this may be a chance. However, there are restrictions. Wasatch Fund website says the following three funds will be available to existing investors:
Wasatch Small Cap Value Fund (WAAEX) [...]
$75 for 2 Hours of Fast Food Study if Qualify
I got this email yesterday from Herron Associate for participating in a fast food study. Back in October I did a 40 minutes study with them about KFC hamburgers through SurveySpot and was paid for $35. They sent me this email because I am in their database.
This study, according to the email, is looking for [...]
