Don Cassidy Funds Quotations

People will feel they did not make a lot of money (this year), and yet they may well see some significant capital gains taxes due on their funds holdings.

We and just about everybody else thought that large-cap funds would start to take over in the first quarter, but it didn't happen.

They always say pay yourself first, whether in mutual funds or in the bank, because if you pay yourself last, guess what? At the end of the month there's nothing left. Find some kind of investment you can live with so you can allow yourself to do it. Whether you believe Social Security will be there for you or not, it's still not going to be enough. And more is a much easier problem to have.

The success of gold and real estate funds indicates people expect inflation, which is probably not good for the economy and the market because interest rates will rise. And the fact that three-quarters of recent new money has been flowing into world funds, rather than domestic funds, is not a vote of confidence for the U.S. stock market.