Posts Tagged ‘mutual funds’
October 21st, 2009
(Malcolm Butler) - Recent economic data suggests that the worst of the recession is behind us. The stock market has been moving higher in anticipation of a recovery in the business community. While the economic future is still uncertain, we will
likely see increased economic activity over the coming months.
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Tags: anticipation, asset classes, asset owners, balance sheets, business community, depreciation, desirable prices, dramatic loss, economic activity, economic data, facing the music, financial instruments, liquid assets, liquidity, mutual funds, net worth, price transparency, recession, stock market, stocks bonds
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| Posted in News and Opinion |
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September 25th, 2009
(Marcel Dupre) - There are many opportunities that this financial crisis has opened for us. Here are a few things you can do or we can do for you at this time:
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Tags: bond funds, capital gains tax, capital gains tax rates, client accounts, conversion, cost basis, exxon, financial crisis, fund managers, lamar, mutual funds, new president, portfolios, proceeds, raymond james, retail accounts, roth ira, smart move, stock funds, stocks
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| Posted in News and Opinion, Personal Finance, Strategies |
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July 7th, 2009
(Tom Prybylo) - We have seen the stock market move up these past few months –so what to do. For our clients the right strategy is to stick with their current allocation through this difficult environment as I believe we are not out of the woods yet.
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Tags: asset values, better days, business news, investment company, investment objectives, investments, leading indicator, living expenses, market move, market values, mutual fund company, mutual funds, new car, percentage increase, prospectus, recession, risk tolerance, stock market, tangible evidence, unemployment numbers
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| Posted in Strategies |
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June 16th, 2009
(Ted Schwartz) - The financial services community debate about the efficiency of markets rages on. There are still many who believe that at any given moment the market has fairly priced all assets. To anyone who holds this view, I say look at closed-end funds! Their pricing often appears to be bizarre at best, incomprehensible at worst.
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Tags: all time highs, asset value, assets, bonds, closed end fund, closed end funds, community debate, daily basis, emotional swings, emotions, incomprehensible, mutual funds, rages, second class citizen, strange case, ted schwartz, tendency, time lows, willing buyer, willing seller
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| Posted in News and Opinion |
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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 15th, 2008
(Money Manager) - Roth IRA's have become a tremendously popular investment option for retirement, but what exactly is a Roth IRA? This article will tackle some common questions about the basics of Roth IRA's and clear up some of the confusion you may have.
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Tags: attractiveness, capital gains, certificates of deposit, confusion, distributions, dividends, federal income tax, income tax treatment, individual retirement account, individual retirement accounts, investment option, ira ira, mutual funds, roth ira, senator william roth, tax rates, taxpayer relief act, taxpayer relief act of 1997, type of ira, 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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