Schwab offers commission-free funds in new program
Schwab through its discount brokerage expands access to no-load funds with no commissions for 200 funds and about 400 more at six-tenths of a percent, plus a 529 fee. Fidelity and Jack White offer similar options while some major fund families stay out. Investors gain transfer ease and consolidated statements, but risks include fund-family loyalty erosion and market-timing temptations.
MENTIONED IN THIS ARTICLE
Schwab
Jack White
Fidelity
Fidelity Funds
Sheldon Jacobs
Tom Taggart
Rockefeller Center bonds versus stock cited in adviser column
Malcolm Berko argues Rockefeller Center Properties bonds and converts offer inflation hedges and potential upside. He notes historic hype, later dividend cuts, and recommends Eurodollar convertibles with conversion at $22 per share, while warning readers to research before acting.
MENTIONED IN THIS ARTICLE
Rockefeller Center
Manhattan
St. Patrick's Cathedral
Saks 5Th Avenue
Middle America
Empire State Building
World Trade Center
Goldman Sachs and
Shearson
New York City
Rockefeller Center Properties
Samra Ie Piectus
Lower Manhattan
Rockefeller
Malcolm Berko
Creators Syndicate Inc
Herald-Journal
Berko
Syracuse Herald-Journal
P.O. Box
Lauderhill
Fla
Precious metal markets show mixed gains and declines
The report notes investors tracking gold silver and related funds while prices exhibit volatility. Gold hovers around key levels as silver attempts to tighten its lead, with shifts seen in small cap and money market fund movements amid broader market uncertainty.
MENTIONED IN THIS ARTICLE
Pelly Key
Iver
Alfies
White House
Dustin
Overseas stock funds lead the pack this year
Equity investors have earned most money by staying abroad with Overseas funds surging. Domestic funds rose 4.3 percent to July 16, while Overseas equity funds gained about 15.1 percent, amid political uncertainty and a slowing economy. Growth and small-cap stocks cool after years of strong performance. Gold holds steady but skeptics doubt a new bull run. Utility funds shine on high yields, offsetting money market limits. Major action centers on Japan and Europe.
MENTIONED IN THIS ARTICLE
Japan
Europe
We Howe York
Tarens Newnt
What Every Investor Should Know booklet from SEC
A 39 page free booklet answers investment questions and explains SEC functions and common and uncommon investments. It defines options like puts and calls and provides ordering details to obtain a copy from the SEC Publications Unit in Washington DC.
MENTIONED IN THIS ARTICLE
The
Securities and Exchange Commission
SEC
Wnte
Fifth St
N.W
Washington, D.C
Also Mentioned on This Page
Washington DC
IRS
Joseph Pulizer
Pulitees
American Assembly of Collegate Schools of Business
Noor
Crouse Hinds Management Building
Alfeving and Waverly
Syracuse University Continuing Education
Dale Carnegie Center of Excellence
Campuswood
Dr. E. Syracuse
N.Y
Dale Dale Camenie& Associates, Inc
Sona
Jon
Jaguar
Bill Rapp Jaguar
Jarnet Ave
Rarspornitean
Anumer
Subeer
Errdut Donee
Wesurablaty
Jaguar Cercit
Media General News Service
Charles Schwab & Co
Janus Funds
iNvesco Funds
Financial Funds
Don Phillips
Morningstar
Dreyfus, Scudder, Price
Vanguard Fund
Misholas
Kurt Brouwer
San Francisco
Malcgl Berko
the Meyers
EUS. Saings
Syew
Aloes
Boa
Haya di
Bue Acorise
Saface
Lipper
Pacific
Overseas
Temes News 5
Twentieth Century
Ae York Tere