Tag: registered investment advisor

  • September 20, 2016

    Strategies to Reduce Taxation of Retirement Withdrawals and Appreciated Assets

    Tax reduction can be a powerful investment strategy. Let’s review some strategies that taxpayers might use to get more out of their hard-earned savings. Passing IRAs to heirs in the form of inherited IRAs might allow for lower income taxation if the heir withdraws the money at a lower income tax ...

  • August 30, 2016

    HOME COUNTRY BIAS

    Asset allocation is the most important driver of long term investment performance. One of the thorniest issues in asset allocation is the home country bias. The home country bias is the tendency of people to invest much more heavily in the financial assets of their own nation rather than spreading ...

  • 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 ...

  • August 1, 2013

    Why Even Rich People Are Having Trouble Getting a Mortgage

    Home prices are rising, but even the well-off are facing obstacles from tight-fisted banks

    By: Richard Satran

    US News & World Report’s | August 1, 2013

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  • December 10, 2012

    Refinancing near retirement can be smart

    By Amy Hoak, MarketWatch Marketwatch | December 10, 2012   CHICAGO (MarketWatch)—Tempting low interest rates continue to make headlines, making refinancing your mortgage look attractive. But when retirement isn’t far off, the decision to refinance can get more complicated. After all, most pre-retirees are trying to reduce debt before their last day of ...

  • 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 ...

  • January 19, 2012

    Stocks edge higher on bank earnings, economic news

    By CNNMoney staff @CNNMoneyMarkets January 19, 2012: 12:16 PM ET

    u.s. stocks
    NEW YORK (CNNMoney) -- U.S. stocks advanced for a third straight session Thursday, as investors welcomed a slew of positive news on both the earnings and economic fronts. The Dow Jones industrial ...

  • January 5, 2012

    Taking Charge of Money and Investments in the New Year

    Princeton Patch

    Biltmore Capital offers wealth management and financial solutions for life. Taking charge of one’s financial situation ranks right up there with getting in shape as one of the top new year’s resolutions. Tyler Vernon’s goal is to give his clients ...

  • January 4, 2012

    Stocks End Mixed; Fed Urges Action on Housing

    By Kaitlyn Kiernan 01/04/12 - 04:20 PM EST NEW YORK (TheStreet) -- The Dow Jones Industrial Average shot into positive ...

  • December 13, 2011

    Stocks trim gains on euro jitters

    By Hibah Yousuf @CNNMoneyMarketsDecember 13, 2011: 11:55 AM ET

     
    u.s. stocks
    NEW YORK (CNNMoney) -- U.S. stocks pared earlier gains Tuesday following reports that German Chancellor Angela Merkel rejected the idea of increasing Europe's bailout fund. At midday, the Dow Jones industrial average ...

  • November 23, 2011

    Stocks slide on Europe, China worries

    By Blake Ellis and Hibah Yousuf @CNNMoneyMarkets
    November 23, 2011: 12:37 PM ET
     
    u.s. stocks
     
    NEW YORK (CNNMoney) --
     
    U.S. stocks slid deep in the red Wednesday, as eurozone fears rumbled on and a preliminary report showed that Chinese manufacturing slowed sharply.
    An lackluster report on ...

  • August 24, 2011

    IPOs With Brand Recognition

    By JILIAN MINCER NEW YORK TIMES August 24, 2010

    With well-known companies such as Skype SA and General Motors Co. planning to go public, investor interest in IPOs is picking up. Brand recognition, however, isn't making their advisers any more comfortable with the initial public offerings. Many worry that individuals will ...

  • August 12, 2011

    Investing in Volatility, to Cash In or to Hedge Bets

     

    By
    Published: August 12, 2011
     
    THE stock market in the last week has been the very definition of volatile, up one day, down the next, then up again the day after.
  • August 1, 2011

    Stocks: A 'schizophrenic' day

    By Hibah Yousuf August 1, 2011: 4:27 PM ETNEW YORK (CNNMoney) Stocks took a wild ride Monday. The day started with an early rally fueled by hopes of a debt deal, but a weak manufacturing report quickly deflated that optimism -- leaving stocks little changed as investors await a House vote. The ...

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