Posts Tagged ‘investment firm’
September 15th, 2008
(Money Manager) - Wealth management – what exactly does that phrase mean? How does it differ from financial planning and investing? While it may sound like just another buzzword, wealth management actually is an approach used by financial advisors to manage the wealth of their top tier clients who have more money than the average investor. There is no hard and fast rule as to the amount of financial assets a person must have to be included in the wealth management category, but when a person accumulates over $1 million in assets, he and his financial advisor should consider shifting their focus from typical financial planning to the idea of wealth management.
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Tags: asset management, buzzword, checking services, financial advisors, financial assets, financial goals, financial planning, glass steagall act, insurance companies, insurance company, insurance services, investment firm, investment firms, investment management, legal resources, management category, private banking, stocks and bonds, wealth management
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| Posted in Money Manager 101, Personal Finance, Strategies |
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September 15th, 2008
(Money Manager) - Planning for retirement can be both exciting and overwhelming. There are so many investment options out there, so how do you know where to start or what they all mean? This article will tackle one type of retirement investment, the Traditional IRA, and try to answer some common questions about it in order to familiarize you with the basics of this type of investment.
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Tags: certificates of deposit, deposit money, dividends, federal income tax, federal income taxes, financial institution, individual retirement account, initial deposit, investment firm, investment goals, investment options, mutual funds, paperwork, retirement investment, share value, stockbroker, tax benefit, traditional ira, wit, withdrawals
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| Posted in Money Manager 101, Retirement |
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September 9th, 2008
(Money Manager) - A 401k is a type of employer-sponsored retirement plan. It is a way for employees to save for their retirement by having a certain percentage of their paycheck withheld by their employer and deposited into the company's plan. Employers can choose to match the employee's contributions and thereby share the profits of the company with their employees. The plan is usually operated through an investment firm.
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Tags: 401k account, 401k plan, amount of money, certain age, contribute 2, contribute 3, exceptions, financial instruments, investment firm, mutual funds, paycheck, profits, retirement plan, salary
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| Posted in Retirement |
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