24 Most Recent Articles
Written By: Ulli G. Niemann

1	Zero Cold Calls: Creating An Internet Presence So Prospects Call YOU Written by: Ulli G. Niemann | Distributed: 2007-04-27 | - Word Count: 793 | Viewed: 1643 | Votes: 7 | Rating: 3.14 If you're in sales, I bet we have at least one thing in common: we probably both hate cold calling. As I was building my investment management business the prescribed approach was to call prospects until they 'buy or die.'
2	How to Find Value in No Load Mutual Fund Investing Written by: Ulli G. Niemann | Distributed: 2006-05-03 | What are you thinking when it comes to your no load mutual fund selections? Are you saving pennies and sacrificing dollars?
3	The Inside Scoop on Mutual Fund Rip Offs Written by: Ulli G. Niemann | Distributed: 2006-04-18 | The bear market that showed up at the end of 2000 has every brokerage house—as well as the entire mutual fund industry—scrambling to find creative ways to boost both their image and bottom line. Unfortunately, this is often at the investors' expense.
4	How to find an Investment Advisor Written by: Ulli G. Niemann | Distributed: 2006-04-11 | Do you think you need an Investment Advisor? Hold on before you answer because this is sort of a trick question. Also, I am definitely biased because I am an Investment Advisor. Nonetheless, I think I can assist you in looking at this issue in a way that will serve you.
5	How to Pay Less and get More: Discount Broker vs Professional Management Fees Written by: Ulli G. Niemann | Distributed: 2006-03-28 | How do you invest? What do you really pay? At the end of the day, what are your real results? These are questions smart investors should be asking themselves (but usually don't).
6	Your Worst Enemy to Successful Investing — the Media Written by: Ulli G. Niemann | Distributed: 2006-03-09 | It's important to be aware that for every expert, there's an opinion and for every opinion there's an expert. I have a friend who says that opinions are like noses: everyone has one but you wouldn't live in anyone else's nose!
7	The Demise of Buy and Hold Written by: Ulli G. Niemann | Distributed: 2006-03-01 | Based on consistent results I think Buy & Hold should be renamed Buy, Hold & Bye Bye.
8	The Conflict of Interest Game Written by: Ulli G. Niemann | Distributed: 2006-02-17 | Recent lawsuits allege the Morgan Stanley Technology fund was influenced to buy and hold stocks of companies that delivered huge investment banking fees – or could potentially bring big business – to the investment bank.
9	Find a Methodology and Minimize Investment Madness Written by: Ulli G. Niemann | Distributed: 2006-02-10 | There are many reasons to be investing these days, and too much opportunity to not have your money working for you. However, I believe the majority of people dread having to deal with investment matters...
10	How We Eluded the Bear in 2000 Written by: Ulli G. Niemann | Distributed: 2006-02-03 | The date October 13, 2000 will forever be embedded in my mind. It was the day after our mutual fund trend tracking indicator had broken its long-term trend line and I sold 100% of my clients' invested positions (and my own).
11	Do Lifestyle Funds Provide Greater Security? Written by: Ulli G. Niemann | Distributed: 2006-01-27 | With the stock market stubbornly refusing to settle down and smooth out, Wall Street has been scrambling to come up with 'product' they can sell to gun shy investors. One such new concept is the Lifestyle fund...
12	The 10 Rules for Successful Tax-Free Income Investing Written by: Ulli G. Niemann | Distributed: 2006-01-06 | Do you sometimes question the performance of your investment portfolio? If you are like most investors you have your income producing assets thrown in together with your equity portfolio.
13	Lies, Damn Lies and Mutual Fund Returns Written by: Ulli G. Niemann | Distributed: 2004-05-12 | How many times has this happened to you? You're at a social function and the conversation turns to investing. Pretty soon, people are comparing how well their investments are doing. As you might imagine, being an investment advisor this happens to me a lot. However, I recently had an experience with it that startled me.
14	How To Beat the Mutual Fund Companies at their own Game Written by: Ulli G. Niemann | Distributed: 2004-05-05 | You'd have had to be living on a desert island with no TV, newspaper or internet connection to have missed hearing about the great mutual fund scandal of 2003. The issue was that some mutual fund companies allowed certain hedge funds to engage in after-hours trading, sometimes incorrectly referred to as market timing.
15	Rolling your 401k: Contributory IRA vs. Rollover IRA Written by: Ulli G. Niemann | Distributed: 2004-05-04 | In an ideal world you would start your working career with a great company in your early 20s, steadily climb the corporate ladder, retire at age 65, and draw a sufficient income from your accumulated 401k account to live happily ever after.
16	How to Evaluate Load vs. No Load Mutual Funds Written by: Ulli G. Niemann | Distributed: 2004-05-03 | If you have been dealing with mutual funds for any length of time, you undoubtedly have faced the question of which is better: Load Funds or No Load Funds. If you are new to investing, "load" simply refers to the commission paid to the broker selling the fund. *No load* means there is no commission on the purchase or sale.
17	How (NOT) to Buy Mutual Funds Written by: Ulli G. Niemann | Distributed: 2004-05-03 | When it comes to mutual funds, there is a lot more to success than just finding a good one. Sad investment stories like the following are all too common. I hope my sharing it with you will help you avoid making the same devastating financial mistake one of my former clients made.
18	How to Maximize Your 401k Mutual Fund Returns Written by: Ulli G. Niemann | Distributed: 2004-05-03 | When it comes to 401k's there is an overabundance of sad stories. Here is one that at least has a happy ending—and it's getting happier all the time.
19	No Load Mutual Funds: Investment Hype vs. Investment Help Written by: Ulli G. Niemann | Distributed: 2004-05-03 | With the internet such a huge part of our daily lives, many investors have access to a wide range of instant investment information. Whether you’re into stocks, bonds, mutual funds, futures or options, there are tons of electronic investment newsletters offering to turn your small stake into a giant fortune. All you need to do is subscribe and watch your portfolio soar.
20	High Google Rankings: Frequency vs. Positioning Written by: Ulli G. Niemann | Distributed: 2004-05-03 | There's an assumption that the higher a ranking or positioning you have with major search engines; the more people will beat a path to your web doorstep. But based on my experience, that's simply not true! There's another factor that is just as important and may actually drive more traffic to your site.
21	No Load Mutual Funds or Exchange Traded Funds (ETFs)? Written by: Ulli G. Niemann | Distributed: 2004-05-03 | If you are fed up with early redemption charges and ever increasing mutual fund management fees on top of bad-performing fund managers, read on. There is a quiet revolution going on in the no-load mutual fund industry and you, the individual investor, may benefit from it greatly.
22	Buy and Hold: How to Perpetuate Your Investment Losses Written by: Ulli G. Niemann | Distributed: 2004-05-03 | A recent cartoon in my daily newspaper showed two guys sitting in a bar. One is saying to the other: *I did learn something from my broker...how to diversify my investment losses.* While this struck me as funny, there is certainly an element of truth to it judging by the number of tragic e-mails and phone calls I have received over the past couple of years.
23	Prospering with Mutual Funds: How anyone can *Afford* an Investment Advisor Written by: Ulli G. Niemann | Distributed: 2004-05-03 | There are only two ways an individual can invest in mutual funds: Selecting and investing themselves or using outside help. If they use outside help they’ll have a couple of choices again: A commissioned salesperson (broker, financial planner or Registered Representative) or a fee-based investment advisor.
24	Successful Living: How to Balance Health and Work Written by: Ulli G. Niemann | Distributed: 2004-05-03 | Health: Who's got time for it? If you know what's good for you (and your finances) you will make time for it. Health is your most valuable asset. Without it, all the money in the world won't have much value. That's why an investment advisor like me is writing about how, in today's environment of longer commutes, shorter staffs, instant communications, voice mail, faxes and fast food on the go, as well as social and family obligations, you need to pay attention to your health.