steve goldberg
BIOGRAPHIES

Steve Goldberg  is a fee-only investment advisor and financial writer. A native of Bethesda, Md., he attended the University of California at Berkeley and graduated from American University in Washington, D.C., in 1971. He worked as a newspaper reporter in Norfolk, Va., and Wilmington, Del., covering subjects ranging from police and courts to education. He then spent 13 years as a national reporter with Media General News Service in Washington.

By 1990, his interest in mutual funds had evolved into a passion. In 1991, he started a weekly fund column for the Media General newspapers, and in 1994, he became an investment writer at Kiplinger’s Personal Finance Magazine. He’s the author of But Which Mutual Funds?: How to pick the right ones to achieve your financial dreams (see below).

Steve left Kiplinger’s in July 2006 to join Tweddell Goldberg Investment Management. He still writes for Kiplinger.com and the magazine. He and his wife, Susan, an epidemiologist with the Centers for Disease Control, live in Silver Spring, MD.

Praise for “But Which Mutual Funds?”
Overall rating IIII (with I being the lowest rating and IIII the highest): If you want someone to come right out and tell you which fund to buy or how to get rid of your "financial decision-making paralysis," as Goldberg calls it, then try this book. "But Which Mutual Funds?" is well organized so you don't have to wait for the very reason you bought it—advice on which mutual fund to buy. Stick to the first 100 pages or so and you will get just the information that will help you find a fund to meet your financial needs.
Michelle Singletary
The Washington Post

Steve Goldberg's book finally takes the mystery out of choosing the best mutual funds. With clarity and insight, he tells you what to buy, when to sell and how to use the great financial minds of others to meet your own goals. . .a fine new book.
James K. Glassman, former investment columnist The Washington Post; currently columnist Kiplinger’s Personal Finance Magazine

We've all been told we should invest, and we all know that mutual funds are probably a good place to start. Lists of "good" mutual funds are readily available, but how do you know that they're the right ones for you? But Which Mutual Funds? dives to the heart of this question. Steve recognizes that the challenge isn't finding a good fund, but in matching the right fund to the right investor for the right purpose. This book will not only get you asking the right questions about your funds, it'll also get you asking the right questions about yourself—and that's the most important step any investor can take.
Don Phillips
Managing Director
Morningstar, Inc.

"I believe mutual funds are an excellent choice for most investors. This book does a top-notch job of explaining—to beginners and experts alike—how to use funds to reach their goals."
Charles R. Schwab
Founder and CEO
The Charles Schwab Corporation

JERRY TWEDDELL

STEVE GOLDBERG

 

 

 

 

 

 

 

 

 






 

 



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tweddell Goldberg LLC
East Coast: Phone: 301-650-6567 • Fax: 240-599-1142
West Coast: Phone: 209-536-9734 • Fax: 209-536-9074
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