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Archive for January, 2007

So You’ve Saved Money For Your Child’s College Education In A 529 And They Get A Full Scholarship. Now What?

One question I hear quite often is in regards to 529 college savings plans. Concerned parents fear the consequences of saving money into these accounts and then finding themselves in a position where the child does not need the money either due to receiving a scholarship or decide not to attend altogether which could [...]

Weekly Mutual Fund Review: CGM Realty Fund (CGMRX)

Last week I took a look at an obscure yet successful small-cap fund called Royce Pennsylvania. This week I’m going to again focus on a specialty fund but in real estate. You are probably thinking there is no way you’d invest in real estate with all of the gloom and doom predictions about the [...]

January 19th Friday Five

One Bad Thing About EFTs – JLP discovers a problem with ETF returns compared to the index they track.
You Shouldn’t Just Buy Index Funds – Jim takes his devil’s advocate series to the world of index funds.
9 Things You Should Look For When Buying A Mutual Fund – Henry at Binary Dollar hit the [...]

TD Ameritrade Planning To Offer New “Lifecycle” EFTs

According to MarketWatch it looks like TD Ameritrade (AMTD) is gearing up for a strong push to help educate investors and introduce a brand new form of ETF called a Lifecycle ETF. TD Ameritrade currently offers an advisory service called Amerivest which helps investors learn about and build portfolios based on ETFs. The fees [...]