Archive for January, 2008
A Look Back at the Past Year of Mutual Fund Reviews and Their Performance
Posted on
Thu, 24th January, 2008 by
Jeremy
(4) Comments
Starting in January of 2007, I began highlighting various mutual funds and provided a brief analysis and review of each. Some of the funds are very well-known, while others are small and go practically unnoticed by the investing community. I don’t claim to be an expert fund selector, and none of these funds are recommendations […]
Suspicious Bank Fee on Your Statement? It Might be the Elusive Regulation D Savings Account Fee
Posted on
Wed, 23rd January, 2008 by
Jeremy
(12) Comments
If you have a savings or money market account at a bank or credit union, it has limitations on certain transactions set by Regulation D, which was established by the Federal Reserve Board to implement reserve requirements for depository institutions. Regulation D limits the number of electronic transactions on a savings or money market account […]
Mutual Fund Review: Royce Micro-Cap Fund (RYOTX)
Posted on
Mon, 21st January, 2008 by
Jeremy
(3) Comments
On January 14th, 2008 Royce reopened a number of funds, including the Royce Micro-Cap Fund (RYOTX). I’ve always been a fan of the Royce family of funds, and I’m thrilled to see this fund opening to new investors once again. This fund is a true micro-cap fund with over 75% of its holdings falling […]
Friday Finance Findings For January 18th
Posted on
Fri, 18th January, 2008 by
Jeremy
(5) Comments
Winter finally has a grip on the Midwest as temperatures begin to drop into the single-digits with wind chills around -20 degrees. Every winter I think about how I’d love to move somewhere warmer, but it just isn’t that easy to do. Anyway, if you haven’t noticed, Jim from Blueprint for Financial Prosperity interviewed me […]
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