Let's say you paid $7 each back in early 2003 for 1,000 shares of a struggling Cupertino, Calif.-based personal-computer and consumer electronics company that was trading at a fire sale price based on a classic fundamental- valuation metric.
Early withdrawals from retirement accounts should be discouraged. Withdrawals reverse the retirement savings process, and early distributions are the most expensive type, as they are subject to both income tax and the 10% early withdrawal penalty.
There just aren't enough planners to go around, according to leaders of the financial planning profession. Speaking this month in New York, Nicholas Nicolette, president of the Denver-based Financial Planning Association, said some firms will need to double or triple in size in the near future.
With the third-quarter-earnings season in full swing, financial advisers and analysts are finding similarities between this technology boom and the previous one — and they can't help but wonder if another bust is on the horizon.
It is difficult to evaluate funds and strategies that haven't yet established a track record, but the <b>Aston/Neptune International Fund (ANIIX) </b>comes to market with a certain pedigree and a legitimate strategy for investing outside the United States.
Here is a quick quiz that will test your qualifications to fill either of the two current openings on the Securities and Exchange Commission:
As we spoke, I could tell by the glint in his eye and his body language that Michael L. Weiss, chief executive of Frontier Financial Advisors LLC, is a helluva salesman. The fact that he was several miles away was just a technicality.
With so much emphasis in this book on buying a long-term, highly diversified portfolio, it would be reasonable if you figured that this is exactly how you should invest the money in your retirement plan at work.
Bringing to market actively managed exchange traded funds has proved to be an elusive goal, but at least six managers think that they have the secret formula to make these vehicles work.
Renewed government confidence in privatization and a robust secondary market could create new homes for committed capital waiting to be invested in infrastructure, according to a study by Ernst & Young LLP.