Investors who are living off their investments have one set of goals, whereas savers who are trying to build wealth for retirement have another. Bowers presents a simple but effective allocation approach for matching portfolio strategy to investment goals or needs. Bowers details Fidelity's computerized load fee tracking system, and shows how Fidelity investors can sometimes reduce fees by changing the execution order of their transactions. Winning with long-term investing. Find out why you are better off picking good funds than worrying about the direction of the market.
Bowers takes an interesting look at taxes, compounding, and long-term rates of return.