In an article on the performance of big mutual funds in the recent market downtown, Sue Asci writes about how 60% of the big mutual funds are under-performing the S&P 500 Index. I was quoted on how the under-performance is making investors more willing to consider an index strategy. See the … [Read more...]
October 2008 Newsletter
View our October 2008 Newsletter. … [Read more...]
Ask the Planner at The Dallas Morning News
October 6 - 12 was National Financial Planning Week. In recognition of this week, Pamela Yip at The Dallas Morning News hosted an "Ask the Financial Planner" session through call-in and chat on Sunday, October 6. I participated in the chat session, and we answered questions on annuities, … [Read more...]
Jean contributes to new Dummies book
The New Dummies book by Sheryl Garrett and the Garrett Planning Network is out! Jean contributed Chaper 37: Sort Through an Investment's Return. Check back soon to read the chapter online and see scheduled book talks. … [Read more...]
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