Eric Tyson Mind Quotations

I've long loved balanced funds, especially for skittish investors, because the bonds mask the volatility of the stocks. When I was doing financial planning, I saw that people often had a hard time keeping in mind the overall portfolio, and a balanced fund kind of forces them to do that.

When preparing their 2001 return, there are some basic tax planning issues unemployed people don't often think of. People need to be mindful of what tax bracket they're in, which may...have changed.