The Illinois State Treasurer’s office has reached a tentative agreement with Oppenheimer Funds to recover $77 million of the $85 million that plan participants lost in the Oppenheimer Core Bond Fund. Details at this link. Negotiations with Oppenheimer Funds include Oregon, but there hasn’t been any official communication yet from the Oregon 529 College Savings [...]
Category Archive for 'Investing'
In the news: Tim is quoted at kiplinger.com
Posted in In the news, Investing on Jun 6th, 2009
June 2009: Tim is quoted at Kiplinger.com in an article entitled “7 Ways Your Money Will Never Be the Same” An article about the changing investment landscape. Read the full article Update: Jeffery Kosnett, Senior Editor, discusses his article on ABC news 7 Ways your money will never be the same
529 plan strategy for in-college students
Posted in 529 Plans on Jun 3rd, 2009
update: clarifications and examples in italics, total tax savings amount changed. According to a recent national survey of parents from Sallie Mae and Gallup, only 33% of parents are saving for college through a 529 plan. The same study found that 62% of parents of college-bound children are saving for education. Parents that aren’t using [...]
Don’t leave your old 401(k) on autopilot when you change jobs
Posted in Retirement Planning on May 22nd, 2009
A recent analysis by Charles Schwab found that 43% of the 401(k) assets held by workers who left their jobs in the first quarter of 2008 still remains in the old plans. Leaving your assets on autopilot in your old employer’s plan may not be the smart thing to do. Assets left in an old [...]
Third time around – new Oregon 529 College Savings Plan manager
Posted in 529 Plans, In the news on May 14th, 2009
The Oregon 529 College Savings Plan is selecting a new manager, and we have an opportunity to become “best in class”.
Standard & Poor’s Indices Versus Active Funds Scorecard, Year End 2008
Posted in In the news, Investing on Apr 21st, 2009
Over the five year market cycle from 2004 to 2008, the SPIVA scorecard shows that the S&P 500 outperformed 71.9% of actively managed large cap funds. These results are similar to that of the previous five year cycle from 1999 to 2003. The bear market of 2000 to 2002 showed similar outcomes. SPIVA draws its underlying data from University of Chicago’s CRSP Survivor-Bias-Free U.S. Mutual Fund Database.
Jason Zweig is a highly respected personal finance writer and editor of The Intelligent Investor column in the Wall Street Journal. He raises the issue of a “fiduciary standard” versus a “suitability standard” in his most recent column. One of the key differences between a NAPFA Fee-Only advisor and a broker is that NAPFA [...]
2008 Callan Periodic Table of Investment Returns
Posted in Investing on Jan 28th, 2009
The 2008 Callan Periodic Table of Investment Returns was recently published, and I have updated the website to include it. The link to the Periodic Table is here. It’s not a pretty picture. All of the equity asset classes had significant negative returns. The S&P 500 lost 37%; the worst year since its creation in [...]
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