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Posts Tagged ‘stocks and bonds’

October 26th, 2009

The Concept of Money

(Eugene Wehrheim) - As an investment person I get involved in many discussions about the markets, the economy, and world events. Many people want to discuss their views of the world and can be extremely vociferous in defending their particular logic and analysis of the world and the United States economy.

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September 15th, 2008

Wealth Management

(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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September 4th, 2008

529 Plan

(Money Manager) - It pays to go to college, according to the old adage. And there's more than a nugget of truth to it. A college education can pave the way to a broader range of interests, to increased career opportunities, to a more rewarding life overall. In dollar terms, it paves the way to higher income on average, nearly twice that of the person with just a high school diploma. While college may pay, it also costs.

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