Tag: investment
For the baby boomers who are looking down the road to retirement, generalities will no longer suffice. They are diving into the nitty gritty. Their keen interest in retirement issues, based on reader traffic last year, range from why the adjustments to Social Security’s monthly benefits are outdated to how it’s still possible for boomers,…
When David Marotta is investing his clients’ money in mutual funds, he scrutinizes the fees. To demonstrate why fees are so important, Marotta charted the fees and 10-year returns for dozens of index funds in the Standard & Poor’s 500 family. Since these funds all track the same index and their performance is roughly t…
