From the desk of
Ed McCarthy, CFP

April 23, 2010

Target-Date Funds
Four Reasons Target-Date Funds Dominate Retirement Investing
With target-date funds, investor returns over the past three years exceeded the funds' total returns in every target-date category except for one, and far exceeded a shareholder's experience owning a traditional mutual fund. more…
Interview
How a Top Advisor Uses Mutual Funds for College Savings
A conversation about mutual funds and saving for college with Dan Forbes, CFP, owner of Forbes Financial Planning in Providence, R.I. more…
Performance
Target-Date Funds' Q1 Performance Data
The average target maturity fund had a positive return for the fourth-straight quarter of 3.8%, slightly below the 4.0% return of the fourth quarter of 2009. more…
Regulation
More on Supreme Court's Decision in Harris Case
The court's decision has been seen as favorable for fund companies, although some observers believe it could lead to more lawsuits over fees and possibly lower fees. more…
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