WSJ, Fall 2015 Articles.docVIP

WSJ, Fall 2006 Articles You are responsible for the following articles along with any others we may go over in class. The actual exam questions are given, but not all questions will be used. In class articles for Exam 1: WSJ, 9/2/06: “First of All, I’m an Honest Guy, by H. Jenkins. WSJ, 9/5/06: “Tips for Targeting Target-Date Funds, by S. Anand. WSJ, What is a Peg ratio and what does it mean. No article to source as it was just in the quotes page. Look it up on Google to find out what it is. WSJ, 9/6/06: ‘Trimming Your Taxes: Why Roth 401(k)s Often Beat Conventional 401(k) Plans. I copied these for you, in the future, you will have to hunt them up through Proquest. The three articles above at bottom of this document. Exam 1 1) WSJ, 9/7/04: For Index Funds, The Devil Is in the Detail What is the detail they are talking about? What are the expense ratios for SPDRs and Fidelity funds. 2) WSJ, 1/26/05: A do-it-yourself kit for investors: Build your own equity-indexed annuity What is an equity indexed annuity? If building your own 10 year annuity, what would you buy to maintain principal at the end of 10 years? If building your own 10 year annuity and the interest rate is 6.5%, how much should you invest in the asset to make sure you won’t be below $100,000 at the end of 10 years? Assume you start with $100,000. 3) WSJ, 3/9/05: $74 Trillion Crisis What is the crisis? $100,000 at the end of 10 years? 4) WSJ, 2/25/06: “Finding an Index-Fund Genius” Whats the standard fee for financial planners? 5) WSJ, 6/14/06: The Noisy Market Hypothesis What is a capitalization-weighted index? What is fundamental indexation? Know the difference and why the authors think the latter is better than the former. 6) WSJ, 6/27/06: Turn on a Paradigm? What are the reasons Bogle and Malkiel disagree that Fundamental Indexation is better? 7) WSJ, 7/21/06: Not all Index ETFs are What They Seem to Be Why are they not pure index funds? 8) WSJ, 9/2/06: Investors Go on a Lear