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Sunday July 5, 2009 - Tacoma, WA

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Dan Voelpel

Ups, downs and plenty of memories
I dialed 1-877-677-3268.
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Columnists HEADLINES

Assess your risk tolerance for bumpy months yet to come

Published July 5th, 2009 - 12:05AM

Russell’s Investment Manager Outlook is intended to generate a meaningful snapshot of investment manager sentiment each quarter. For the current survey, Russell collected the opinions of about 300 senior-level investment decision-makers at U.S. large and small cap equity investment managers, as well as U.S. fixed-income investment managers.

Defense bills short on measures to help personnel

Published July 4th, 2009 - 12:05AM

For the last eight years, lawmakers have loaded annual defense authorization bills with new pay and benefit initiatives to support troops and their families and to show the nation’s appreciation.

Bright mutual fund star likely to burn out as fast as it rose

Published July 3rd, 2009 - 12:05AM

Every now and again, an investor can look at mutual-fund performance charts and think they see an undiscovered gem, some issue that no one has heard about that appears to have a reasonable strategy, below-average expenses and a place at the top of the charts.

After big losses, it’s time for a rebalancing act for some plans

Published July 2nd, 2009 - 12:05AM

I’m 24, and I’ve been investing in a target-date fund in my 401(k). I’ve lost a lot of money and have been reading that it’s good to “rebalance” everything in the 401(k) after losing money. Does that apply to target-date funds?

As market begins to recover, take a long view on funds

Published July 1st, 2009 - 12:05AM

With the market in rally mode, a lot of fund investors will venture to open their statements or measure performance when they get their midyear paperwork.

Before it’s too late, check your insurance’s rating

Published June 30th, 2009 - 12:05AM

If you want to know why it’s important to know the health of your life insurance company, ask Vince Watson. His daughter, Katie, was left severely disabled and in need of 24-hour care because of a series of tragic errors at a hospital.

What to know about GI Bill changes for family, college

Published June 27th, 2009 - 12:05AM

Users of one of the most popular features of the post-9/11 GI Bill – the option to transfer benefits to family members – will find a few quirks in how Congress designed the transfer provisions as they take effect in August.

Madoff scandal made surprisingly few people more wary

Published June 26th, 2009 - 12:05AM

I don’t know about you, but I’ve sort of gotten tired of Bernard L. Madoff.

Advisers’ fees when accounts shrink can be upsetting

Published June 25th, 2009 - 12:05AM

I received a letter from my financial adviser that said I would have to pay a higher percentage in fees because my account size fell below $250,000. The reason my account fell below $250,000 is because the adviser lost money on the investments. To charge me more seems outrageous. Do you agree?

Overhaul should improve functionality of mutual funds

Published June 24th, 2009 - 12:05AM

For mutual fund investors, the appropriate reaction to President Barack Obama’s plan to overhaul the financial system can be summed up in three words: Thanks for nothing.

COBRA coverage might be good option for unemployed

Published June 23rd, 2009 - 12:05AM

If you’ve lost your job, you need to act fast to maintain adequate health insurance.

With market’s partial recovery, easy pickings are gone

Published June 11th, 2009 - 12:05AM

No-brainer bargain stocks have been picked over.

Does GM bankruptcy create issues for index funds?

Published June 10th, 2009 - 12:05AM

The stock market and the economy certainly have people talking. They have many readers asking questions. Here are a few good ones about the fund world: