Tag Archives: assets
When it comes to retirement planning, most of the focus is placed on 401(k)s. The reality is that individual retirement accounts represent the largest share of America’s savings. Read More
The impending jump in capital gains taxes has prompted a flood of nervous calls to financial advisers in recent months. Less than three months remain until the maximum rate of 15 percent on long-term gains rises to 20 percent unless Congress extends the Bush-era tax cuts. Read More
With the state of the current economy, many people are concerned about liquidity, or how fast they can turn their assets into cash. Stephanie Horne, Senior VP with Zions Bank Private Banking, addresses the trend in this interview. Read More
Investor interest in “real assets” has risen relentlessly during the financial crisis and its aftermath. By real assets we mean claims on the value of tangible items such as timber, oil, soybeans, copper and the like (as well as the companies that own them) or claims on changes in the value of inflation-linked assets (such as Treasury inflation-protected securities, or TIPS). Read More
Making sound investments is simple, but it’s not easy. It requires planning, discipline, realistic expectations, flexibility and understanding. Read More
Your fiance still lives with his parents and is buried in student loans.
In the grand scheme of things, the latter likely isn’t grounds for a breakup. But the financial baggage a spouse carries is bound to drag you down too. It doesn’t make for the most romantic musings ahead of Valentine’s Day. But if there are significant assets or debt at stake, it should be noted that roughly 40 percent of marriages end in divorce. Understanding how finances are wed in marriage — and split in divorce — can help ease some worries. Read More
The Wall Street insider trading investigation may lead everyday investors — already rattled by a stock market meltdown, a one-day “flash crash” and the Madoff scandal — to finally conclude that the game is rigged.
“A large part of trading has to do with trust, and I don’t have it,” says Mark Swenson, a 43-year-old plumber from New Hampshire who refuses to buy individual stocks. “When a stock moves up 10 percent, you don’t know why,” he added. “We can pretend that everyone has access to the same information, but they don’t.”
George Feiger, CEO of Contango Capital Advisors, has shared some of his insight regarding current market conditions recently in the media. Please see the following articles with Katie Borden at SNL Financial, David Gaffen at the Wall Street Journal, and Tom Sullivan at Barrons. Read More