Contributed by 1stMill | September 17, 2005 12:03 AM PST
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Step 0: Putting index funds through their paces (September 17, 2005)
Based on responses to my earlier posts, it's clear many readers feel strongly about their index funds, as I do my managed funds. These comments demonstrated depth of knowledge -- and shall I say -- no shortage of enthusiasm :) While I am generally pleased ... Read
Step 1: Select asset allocation (September 17, 2005)
Recently Morningstar published an article titled "Model Portfolios for Retirees." The article presents five asset allocation options, ranging from preservation to aggressive... Read
Step 5: Find more funds like D&C Balanced (September 17, 2005)
Is D&C Balanced a fluke, or have other funds demonstrated similar consistency of performance?
Using Morningstars fund screener, I went looking for funds with characteristics and performance similar to my D&C Balanced... Read
Pro-indexers, what do you recommend for someone facing retirement? (September 13, 2005)
Thanks to everyone who has already contributed to the index fund debate. I believe many readers, myself included, are benefiting from your comments. Pro-indexers are building a good case for indexing long-term investments -- but what do you recommend for someone facing retirement, with a ... Read
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