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Sound Money > Programs > August 16, 2003

Sound Money for August 16, 2003



AudioListen to the entire August 16, 2003 program

Program segments
SegmentPaulsen predicts period of global growth
SegmentGuaranteed investments
SegmentBill George on Authentic Leadership
SegmentEvaluating individual stocks
SegmentMutual fund fees
SegmentListener questions for August 16, 2003

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AudioPaulsen predicts period of global growth
August is typically a down time for the stock market. But not this year. Jim Paulsen, chief investment officer for Wells Capital Management, says the market's performance and an increase in business investment are positive signs that the economy is on the rebound — even in struggling Japan.
AudioGuaranteed investments
Is there such a thing as a guaranteed investment? Stephanie Curtis talks with certified financial planner Gary Schatsky about today's safest bets.
Resources
DocumentThe ObjectiveAdvice Group
DocumentNational Association of Personal Financial Advisors

AudioBill George on Authentic Leadership
Former Medtronic Chairman and CEO Bill George offers his analysis of the root causes of bad corporate governance and provides a blueprint for the next generation of business leaders.
Resources
DocumentAuthentic Leadership: Rediscovering the Secrets to Creating Lasting Value

AudioEvaluating individual stocks
Our in-house investment expert Erica Whittlinger explains the criteria she uses when picking individual stocks.
Resources
DocumentMorningstar.com
DocumentValueline

AudioMutual fund fees
With mutual fund returns so low these days, fund expenses become more apparent, but no easier to understand. Gary Gensler, co-author of The Great Mutual Fund Trap, demystifies mutual fund fees and expenses so that you can rate the performance of your funds, or comparison shop to pick the best ones for your portfolio.
Resources
DocumentSEC's Mutual Fund Cost Calculator
DocumentThe Great Mutual Fund Trap: An Investment Recovery Plan

AudioListener questions for August 16, 2003
Chris Farrell answers listeners' questions about taking a retirement pension as an annuity or a lump sum, commodity investing, investing software and web sites, how rising interest rates will affect Ginnie Mae funds, how to best transfer home ownership, and the income cut-off for the child tax credit.
Resources
DocumentPension Benefit Guaranty Corporation
DocumentDow Jones Commodity Index
DocumentGoldman Sachs Commodity Index
DocumentFinancialengines.com
DocumentMorningstar.com
DocumentQuicken
DocumentGinnie Mae
DocumentAARP on finding a lawyer
DocumentEldercare Locator
DocumentChild tax credit info from irs.gov



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