Archive for September, 2007
Nest Egg Index
Brokerage firm A. G. Edwards recently released its annual Nest Egg Index of 50 states and 500 communities. This is the third time that the firm used the index, which is determined by studying state residents’ personal savings and investing behavior, to measure How Well Americans Are Saving Money.
This year’s study found that communities with [...]
Bank of America Raised ATM Fees for Non-Customers
If you are not a Bank of America customer, but used their ATMs to get cash recently, you probably have already noticed that you paid more in fees now than before because BoA has raised fees it charges non-customers for using its ATMs from $2 to $3, the highest such fee among major banks.
According to [...]
Analyze Mutual Fund Costs with FINRA’s Mutual Fund Expense Analyzer
When evaluating a mutual fund, one of the major factors I will consider is the cost of owing the fund, which includes sales charges (load, redemption fee, etc) and management fees (12b-1, administrative and management fees). Since I use Morningstar quite heavily in mutual fund research, it is my main source for a fund’s fee [...]
Around the PF Blogosphere: September 12, 2007
Hope you enjoy these articles:
The Skilled Investor talks about how individual investors can evaluate investments and securities risk.
Quarterlife Finance argues why you should invest internationally. How about the US economy, though still the largest, is only a small portion of the world economy?
My Wealth Builder discusses the balance between create and preserve wealth.
Blunt Money has [...]
Investing in Global Real Estate Markets with a Global REIT ETF
As US housing market tumbled in 2007, REIT (real estate investment trust) investors have suffered big losses from their investments so far this year. In fact, 2007 is on track to become the first losing year for REIT investors since the beginning of the century. Year-to-date, the Dow Jones Equity All REIT Index (^DJR) has [...]
