Monthly Archives: October 2011

Rick Ferri says “Mutual Fund investors should Occupy Boston” Following all the Occupy This and That out there (WallSt, mainly, but there are satellite protests), Rick makes some great points.  They’re the same ones he makes on a regular basis, but it’s still nice to see them tied down so cleanly. Summary – the mutual fund industry has been raking in huge amounts […]

2011-2012 California College Costs estimates

I recently got some mail from the California 529 plan, called Scholarshare.  At the moment, California’s Scholarshare 529 is managed by Fidelity, but that’s about to change, and this may be worth investigating for those who are already in it – if you like Fidelity and Fidelity’s investment options and expenses (and the integration with […]