Archive for the ‘Investment Management’ Category
Friday, February 1st, 2008
It’s one of the most important questions a couple will face in their relationship but it so rarely gets asked until a relationship is well underway – should we pool or separate our money for investment?
The answer is as unique as the both of you. But there are some ...
Posted in Family Planning, Investment Management | No Comments »
Saturday, January 5th, 2008
It’s getting to be the case that virtually any standalone investment product sold to individuals can be repackaged into a mutual fund. It makes a lot of sense – everyone already knows what a mutual fund is, and all that’s left to explain is the objective, availability of capital, specific ...
Posted in Investment Management, Retirement Planning | No Comments »
Saturday, January 5th, 2008
One of the provisions of the Pension Protection Act of 2006 was to allow companies to automatically enroll their employees in their companies’ 401(k) plans, but it wasn’t until last October that companies got guidance on the categories of investments they had to choose for their workers’ contributions.
The ...
Posted in IRAs, 401(k)s, 403(b)s, TSP(s), Investment Management, Retirement Planning | No Comments »
Thursday, May 10th, 2007
On Feb. 27 this year, the Dow Jones Industrial Average slid 416 points, the biggest drop since the market reopened after the 9/11 attacks. By early May, the market had more than made up those losses and stood at record highs.
How did you react? Did you turn off the news? ...
Posted in Investment Management | No Comments »
Thursday, May 10th, 2007
What Are Exchange-traded Funds and How Do They Work?
An exchange-traded fund (ETF) is a basket of securities created to track as closely as possible a particular market index, such as the Standard & Poor’s 500 Index or the Dow Jones Industrial Average. They’re similar to mutual funds in that they ...
Posted in ETFs, Investment Management | No Comments »
Wednesday, June 21st, 2006
Conceived more than 80 years ago and now owned by 91 million individuals from 54 million households in the U.S., mutual funds owe their strong appeal to a combination of features: professional management, instant diversification for low minimum investments, prices based on net asset value ...
Posted in ETFs, Investment Management | No Comments »
Tuesday, April 25th, 2006
Investors sometimes get bored with traditional investments, such as U.S. stocks, investment-grade bonds, and the mutual funds that are invested in those asset classes. Especially when such investments fail to generate adequate returns as they did in 2005. And when that happens, investors often tend to hunt for what some ...
Posted in Investment Management | No Comments »
Sunday, March 26th, 2006
Nearly five years after offering its last issue of 30-year bonds to individual and institutional investors—causing some to warn of a bond shortage—the U.S. Treasury has returned to the market place with a $14 billion issue of its longest maturity, perhaps leading you to ask yourself whether you should consider ...
Posted in Investment Management | No Comments »
Sunday, March 26th, 2006
Measuring and comparing investment performance is not an easy task. Consider, for instance, something as simple as the daily comings and going of the stock market. One month the Dow Jones industrial average (DJIA) is up and the next month it’s down. But do those changes really tell the whole ...
Posted in Investment Management | No Comments »
Tuesday, December 13th, 2005
Even if you aren’t among those who normally make New Year’s resolutions—and keep them—this may be a time when you will want to make and keep them in the year to come.
With the Standard & Poor’s 500 Stock Index up 1.05 percent through October and the average U.S. taxable ...
Posted in Investment Management | No Comments »
