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- - - - Joseph Alfonso, RICP, CFP, ChFC, EA
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Save Early, Save Often
Posted By
Joseph Alfonso, RICP, CFP, ChFC, EA
04-15-2010 11:28 AM
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Joseph Alfonso, RICP, CFP, ChFC, EA's Blog
Investors fret about the performance of their portfolios. They worry whether they will be able to realize a rate of return sufficient to help them meet their goals and if they are taking on enough (or too much) risk to achieve this. While these are valid concerns, they are ultimately beyond anyone's ...
The Impact of High Mutual Fund Turnover
Posted By
Joseph Alfonso, RICP, CFP, ChFC, EA
01-18-2010 05:08 PM
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Joseph Alfonso, RICP, CFP, ChFC, EA's Blog
Morningstar recently issued a report regarding the performance of the CGM Focus mutual fund. They reported how this fund was the decade's best performing mutual fund, rising more than 18% annually, yet investors in the fund experienced a yearly loss of 11% during this same period. How could this be? ...
The Truth About Energy Tax Credits
Posted By
Joseph Alfonso, RICP, CFP, ChFC, EA
12-12-2009 07:56 PM
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Joseph Alfonso, RICP, CFP, ChFC, EA's Blog
You’ve seen the ads for “huge savings” on central air conditioning systems touting a $1,500 federal tax credit. What these ads are referring to is the expansion of tax credits for heating and air conditioning equipment in The American Recovery and Reinvestment Act of 2009 (ARRA) signed into law on February ...
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