September, 2009
One Person’s Successful Debtor’s Revolt
Frequent readers know all about how a depressed economy and new laws are serving as convenient excuses for banks to be raising interest rates and otherwise penalizing clients, even those who pose no risk.
Ann Minch was presented with multiple notices of an interest rate hike. Even though she says she’s never missed a payment, she ...
Josie’s Story Adds New Angle to Health Care Reform
‘Josie’s Story’ Featured on ‘Today’
When Josie King died, her mother chose to create positive change instead of sinking into despair.
This morning on “Today,” Matt Lauer interviewed Sorrel King, author of the book “Josie’s Story.” Josie was Sorrel King’s 18-month-old daughter, who died in the hospital in 2001 because of the hospital staff’s errors.
Sorrel King’s book, ...
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Thinking of running to the pawn shop to get a little help? Think again.
Pawn shops have been around for a long time. In fact, some historians say they are the ...
Well Educated and Flat Broke: Student Loans Take a Toll
Deep into this recession, we know that an increasing number of people can no longer pay their mortgages, their credit card balances or their car loans. Now throw into the mix the rising number of defaults on student loans.
Read more about Well Educated and Flat Broke: Student Loans Take a Toll...
2009 Q3 Investment Portfolio Update – 9/21/09
Retirement Portfolio
Actual
Target
Asset Class / Fund
%
%
Broad US Stock Market ($64,794)
33.8%
34%
VTSMX - Vanguard Total Stock Market Index Fund
DISFX - Diversified Stock Index Institutional Fund*
FSEMX - Fidelity Spartan Extended Market Index Fund*
US Small-Cap Value ($17,554)
9.1%
8.5%
VISVX - Vanguard Small Cap Value Index Fund
Real Estate (REITs) $18,004
9.4%
8.5%
VGSIX - Vanguard REIT Index Fund
Broad International Developed $46,820
24.4%
25.5%
FSIIX - Fidelity Spartan International ...