Tag: NJ wealth advisor

  • August 2, 2016

    Federal Income Taxation of Municipal Bond Interest

    Federal Income Taxation of Municipal Bond Interest: Interest income on municipal bonds is not always free of Federal income taxation. There are three primary ways that municipal bond interest income is taxed at the Federal level. First, the interest on some municipal bonds may be deemed as being taxable by ...

  • June 13, 2016

    HOW TO SELECT A CLOSED END MUTUAL FUND

    In a previous article named “The ABCs of Closed End Mutual Funds” I discussed the basic differences between closed end funds and ordinary open end funds including the key concept that closed end funds can often be traded at market prices that are discounted from the fund’s NAV (net asset ...

  • June 13, 2016

    GETTING THE MOST OUT OF DIVERSIFICATION

    Diversification is one of the most important and reliable methods of enhancing risk-adjusted investment performance. But can we diversify in a way that gives our portfolios the best reductions in risk? In this article I discuss which securities to select and how to weight them. Diversification occurs when assets with imperfectly ...

  • July 25, 2013

    Housing stocks fall, Facebook jumps on Wall Street

    MATTHEW CRAFT / AP Business Writer The Associated Press | July 25, 2013

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      NEW YORK (AP) — Disappointing results from PulteGroup, D.R. Horton and other home builders left major stock indexes with only tiny gains in afternoon ...

  • September 20, 2012

    Brawling Politicians: Bad for Your Portfolio?

    By Richard Satran           September 7, 2012 The love fest of the political convention season ended almost as soon as it began, when the first prime-time speaker, House Speaker John Boehner, set a Republican agenda that "starts with throwing out the politician who doesn't get it, and electing a new president ...

  • July 28, 2010

    Dow struggles higher as confidence data wanes

    HomeBy Stephen Bernard, AP Business Writer 7/28/2010
     
    NEW YORK — News that consumers are more pessimistic has put the stock market's rally on hold.
      Consumer confidence has waned in recent months primarily because of ongoing concern about high unemployment. With consumers not ...

  • July 27, 2010

    Stocks fall slightly on consumer confidence report – Tyler Vernon – Yahoo Finance

    Tuesday July 27, 5:53 pm ET By Stephen Bernard,AP Business Writer Stocks fall on consumer confidence dip; economic data distracts investors from strong earnings. NEW YORK (AP) -- News that consumers are more pessimistic put the stock market's rally on hold. Stocks fell modestly Tuesday after three days of big gains. ...

  • July 1, 2010

    Abraxis Rises 21%; Alcoa Dips

    JULY 1, 2010

    By DONNA KARDOS YESALAVICH

    Stocks fell in the final session of the second quarter as a report on private-sector jobs weighed on sentiment and as Moody's warned it may cut its credit rating on Spain. Alcoa, Walt Disney and Hewlett-Packard were among the decliners. The Dow Jones ...

  • June 30, 2010

    US Stocks Fall Wednesday And For 2Q, Snap 4-Quarter Winning Streak

    By Donna Kardos

    June 30, 2010, 4:58 p.m. EDT NEW YORK (MarketWatch) -- U.S. stocks fell Wednesday in the final session of the second quarter as a report on private-sector jobs disappointed investors and Moody's warned that it may cut its credit rating on Spain. Alcoa, Walt Disney and Hewlett-Packard were ...

  • June 19, 2010

    Stocks: Best Week in a Year – Tyler Vernon – CNNMoney.com

    chart_dow_stellar_week.top.gif By Alexandra Twin, senior writer July 9, 2010: 6:59 PM ET NEW YORK (CNNMoney.com) -- Stocks rallied Friday, finding momentum at the end of a choppy session ahead of the first wave of quarterly corporate results due out next week. (more…) ...

  • June 8, 2010

    The Trick to Balancing, and Rebalancing, Your Portfolio

    Ed Rabinowitz, Tuesday, June 8th, 2010
     
    Have you ever tried standing on one leg? (Of course you have.) Maybe you were able to maintain that position for one minute, perhaps longer, but eventually -- and before you toppled over -- you put your other foot on the ground. In other words, ...

  • June 3, 2010

    Global stocks, oil slide, U.S. dollar gains on gloomy data – Tyler Vernon – Thomson Reuters

    By Herbert Lash NEW YORK | Wed Jun 3, 2009 11:39pm IST
    (Reuters) - Global stocks and oil slipped while bond prices rose on Wednesday after a batch of weak U.S. economic data and an unexpected rise in crude ...

  • June 2, 2010

    Instant View: Pending home sales hit 6-month high – Tyler Vernon – Reuters

    NEW YORK | Wed Jun 2, 2010 10:24am EDT NEW YORK (Reuters) - Pending sales of previously owned U.S. homes hit a six-month high in April, as prospective home owners took advantage of a popular homebuyer tax credit, a ...

  • May 27, 2010

    Market Outlooks: Volatility, 1,000 Point Dow Drop in Next Month

    Published: Thursday, 27 May 2010 | 1:13 PM ET
     
    By: JeeYeon Park CNBC.com Writer
     
    Stocks jumped at the open and kept climbing on Thursday, following the previous session's late-day selloff. Can the markets hold the gains until the close? Christopher Hobart, CEO and ...

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