Important Information about the ETF Investment Guide

Important Disclaimers

Information presented in this guide was obtained from sources believed to be reliable, but accuracy and completeness and opinions based on this information are not guaranteed. Under no circumstances is this an offer to sell or a solicitation to buy securities, funds or ETFs suggested herein, or to sell any other financial services. You should consult an accountant on all issues related to taxation.

Stock Disclosures

At the time of writing this guide, David Jackson owned stock in E*Trade. He may also own any of the ETFs and closed-end funds mentioned in these articles.

The author is not a financial planner, registered financial advisor or investment advisor. The opinions expressed in this guide are just that - opinions of a private individual. You should consult a qualified advisor on all issues relating to taxation, financial planning, and asset allocation.

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Comments

[lee s:]

david -

first let me tell you that i found this etf guide at random and have found it really persuasive - nice job! ok, that said, i'm really on the fence about how best to get started. it is 4/16/08, the markets are confusing, and i'm mostly in cash at the moment (and that's mostly in taxable accounts). i suppose i could just take the plunge and set up what ideally would have been a 70/30 stock/bond allocation, but the idea of taking an immediate haircut turns my stomach. on the other hand, only doing the pieces that aren't sucking wind would seem to make me lopsided for an indefinite period. i am having two thoughts here - either continue to wait in cash until things settle down, or take the plunge now, but on an extremely conservative allocation, and reallocate more aggressively once things get moving again. alternatively, i am also considering buying an apartment (i am currently a renter), figuring that i might be better served using the money for a down payment than watching it disappear in the market. plus, the purchase would have the additional benefit of creating a nice fat interest deduction, thereby increasing the "return" on my relatively idle money.

thanks for anything thoughts/guidance,

lee

2008 Apr 17 12:22 AM