Recent content by chickbull

My taxanble and IRA accounts are currently with Schwab Institutional, Fidelity and Ameritrade. I am going to open Roth accounts for wife and I and thought I should consider another custodian and perhaps have some other research available as well as less restrictive policies with mutual funds and...

A couple of names that look awfully interesting. Maybe not right now but on any correction. Any thoughts on IMH and NFI? When I see dividends and growth like these, I always say to myself, must be alot of risk but I don't know how to value these businesses so I just look at what the so called...

surprised noone mentioned Cohen & Steers, who seem to be the premier managers of Reit funds. I have done a bit of DD and believe the ETF, ICF managed by C&S offers some advantages. Low expenses .35%, excellent managers and good returns that pretty much correlate with their open end fund CSRSX...

I'm interested in adding a REIT to my portfolio. The choices range from individual stocks, Exchange Traded Funds, closed end funds and open end funds. I would like a decent yield and some growth. Can those of you invested, please give me some ideas from your good and/or bad experiences. I would...

For those who are earning income and want to shelter some of it because you don't need immediate income and file a joint tax return, you can put it in a Roth IRA. Only one spouse needs to earn income and if over $3000, you can put $3000 in a Roth for both of you, or $7000 total if over 50 years...

Total Stock Market in my opinion is not consevative. Maybe moderate. 3 loosing years in a row 2000,2001,2002, is not a conservative fund IMHO.

Charlie, Happy Birthday! Mine was 4/16. I've looked at Vanguard Total Stock Market Index before and it always bothered me to see losses in 2000, 2001, and 2002. I've been happy with Hussman Strategic Growth because he protects principal with hedgeing. the fund is a bit expensive but he has been...

Chuck-Lyn, I bonds seem like on of the best ideas I've heard. Perhaps I failed to mention that if I open a Roth with $3500, I will have another $10,000+ to invest elsewhere. Perhaps I should buy something like DVY and HSGFX in the Roth account and the I Bonds in the taxable account. does the...

sorry, yes, I will be 70 1/2 this year.

I start taking IRA distributions this year and will not need the income for the next couple of years, so I'm looking at alternatives on what to do with the cash. I'm still earning income so I thought I could use $3500 this year and open a Roth IRA. I also have a Vanguard Variable Annuity that I...

I own 2 closed end bond funds, FAX and GIM. You might look at these and buy them at a discount.