Dian’s Column
- Palm Beach puts philanthropic twist in 'Shark Tank'-like event for kidsIf you're like millions of Americans, watching Shark Tank has become a regular family event. And if you're lucky enough to have a child or two…November 2, 2015
- This is my last Palm Beach Money blogWhen I first began writing this blog in the fall of 2008, Wall Street was a very different place. The DJIA closed that year down over 34 percent.…October 8, 2015
- So you want to be on Shark Tank...If it weren’t for the hopes and dreams of entrepreneurs and small business owners, there wouldn’t be much money talk going on in America, business…October 7, 2015
- Budget deficit is down; many stocks, too, so take a tripThere’s so much going on in the world of money that it’s hard to make heads or tails of what’s really happening. Or, whether or not we should be…October 6, 2015
- When fear and money rule gun control, lives don’t matter muchAfter the 2012 shooting at Sandy Hook Elementary School that killed 20 children and six adults, I like thousands of others thought for sure…October 4, 2015
- Rich guys and their pricey shoesWomen with plenty to spend aren’t the only ones who have a love of high-priced shoes—when guys make it big they shop for shoes, too. One…October 2, 2015
- Scary October kicks off fourth quarterIt’s not just ghosts and goblins twirling around Halloween that can scare us, the reality of a year-end rally to clean up the market mess from the…October 1, 2015
- Wall Street, Fiat and papal powerThey played hooky, took time off from work and came by planes, trains, buses, mini-vans, cars and on foot in hopes of getting a nano-second…September 26, 2015
- What I learned at my 50thIf you think that headline refers to my 50th birthday, you’d be mistaken. Nope, the 50 here has to do with my 50th high school reunion. In…September 23, 2015
- Big time dreamers, winners, and losersReceived one of those Publishers Clearing House “urgent, time is running out” packets in the mail last week. Not sure how I got on their mailing…September 21, 2015
- Give it up on Fed interest rate concernsMore psychically powerful than spaghetti charts warning of the possibility of a coming hurricane, talking heads have been having a heyday…September 16, 2015
- Laboring Labor Day and the U-6I’m old enough to remember when most stores and shops were closed on Labor Day. It was part of the deal. Then again, I’m also old enough to…September 7, 2015
Lavine/Liberman Commentary
- BEWARE OF END-OF-THE-YEAR MUTUAL FUND INVESTING TRAPSThe end of the year is when mutual fund investors stand to make more mistakes than any other time. That's because there are several do's and…Lavine/Liberman
- 401 (K) MUTUAL FUNDS BETTER THAN RETAIL FUNDSGuess what? Mutual funds in 401 (k) plans and those bought through financial advisers may be outperforming mutual funds bought directly from…Lavine/Liberman
- THINK POSITIVEStocks have historically grown at an 11 percent annual rate. But what a way to earn 11 percent!Lavine/Liberman
- FUNDS THAT TAKE LESS RISK AND EARN MOREIf you could earn 80 percent of the return on the stock market when it does well without losing your shirt in a down market would you do it?Lavine/Liberman
- STAYING PUT IMPROVES INVESTMENT PERFORMANCEHow long do you hold your mutual funds? One, three, five or 10 years?Lavine/Liberman
- HIGH RETURN LOWER-RISK STOCK FUNDSIf you could earn the same return as the average stock fund and lose less on the downside, would you do it?Lavine/Liberman
- WHAT'S UP THIS YEARThe big question. What are we going to earn on stocks and bonds this year? A few experts suggest what to expect.Lavine/Liberman
- IT'S TOUGHER TO FIND NO-LOAD FUNDSAnother no-load mutual fund group bites the dust.Lavine/Liberman
- UNDERVALUED SMALL STOCKSThese days, the over-the-counter stock market is the only place to find rising stock prices. Many companies listed there are beaten-down small…Lavine/Liberman
- WAYS TO PLAY THE MARKET THIS YEAR?Looking to make a quick market killing in 2002?Lavine/Liberman
Fund Reference
- Fund family toll-free directoryAn alphabetical listing of fund family toll-free numbers, 581 entries deep.Reference
- Fund family web addressesSearch for a fund family’s web site address via this alphabetical listing.Reference
- Fund family ticker referenceLearn about all the funds a fund family offers, its Lipper classification and its ticker symbol.Reference
- My booksStraight Talk About Mutual Funds, 101 Mutual Fund FAQs and the 10 Minute Guide to the Stock Market.Books
- Remember this…Investing in mutual funds doesn’t always take lots of money.Note
- Portfolio manager interviewsThe interview archive of portfolio managers and the funds they ran.Interviews
Recently added
- November 2, 2015Palm Beach puts philanthropic twist in 'Shark Tank'-like event for kids
- October 8, 2015This is my last Palm Beach Money blog
- October 7, 2015So you want to be on Shark Tank...
- October 6, 2015Budget deficit is down; many stocks, too, so take a trip
- October 4, 2015When fear and money rule gun control, lives don’t matter much
- October 2, 2015Rich guys and their pricey shoes
- October 1, 2015Scary October kicks off fourth quarter
- September 26, 2015Wall Street, Fiat and papal power
- September 23, 2015What I learned at my 50th
- September 21, 2015Big time dreamers, winners, and losers
I’ve Got Their Number
Some of the most frequently asked questions I get are what are fund families toll-free numbers, web site addresses and fund ticker symbols. Here’s a one-stop resource for all that data. Please note that not all mutual funds have ticker symbols, although this list contains more than approximately 15,000 of them; not all fund families have web sites, you’ll find about 200. Information was collected from reliable sources and believed to be accurate.