By: Michael A. Weiss, CFA Investments Views: 3302 | Comments: 0 | Votes: 0
Finding the best no load mutual funds is no easy task because today’s top funds often become tomorrow’s worst performing funds and vice versa. As the saying goes, “the faster they go up, the faster they come down.” The temptation for the average person to invest in this year’s best performing funds is almost overwhelming. Michael A. More
By: Zubin JB Investments Views: 3222 | Comments: 0 | Votes: 0
Who was asleep at the switch that keeps the lights on in the global economy? Who was steering this financial Titanic when the looming iceberg was barely a speck on the horizon? Will the real perpetrators please stand up?Alas, for many people looking to lay blame, the answer is close at hand. Go look into a mirror and stare really hard at the cause of this monetary destruction. More
By: Steve Selengut Investments Views: 2942 | Comments: 0 | Votes: 0
First thing Monday morning I'm going to march into my boss's office and demand a pay cut so that I'll be in a lower tax bracket next year. Of course that's ridiculous, but isn't it about the same as the financial community's "Conventional Wisdom" (CW) for year-end tax planning? What are their motivations, and what discipline thought up these strategies in the first place? More
By: Art Of Saving Investments Views: 2783 | Comments: 0 | Votes: 0
1) The best case for an IRA rollover is the ability to keep the money growing tax-deferred for your beneficiaries. Many company retirement plans do not allow this strectch option even though the IRA rules permit it. So instead, your former company plan could pay your beneficiaries the entire dollar amount of your account in one year or five years at best. More
By: Art Of Saving Investments Views: 2410 | Comments: 0 | Votes: 0
If you are interested in purchasing real estate, private stock or a private note for investment purposes, but don't think you have enough cash on hand consider the following. Rolling current retirement funds from an existing IRA for 401(k) account into a Self-Directed IRA to do this type of investing is penalty-free. The asking price is $400,000 but he only has $200,000 in his IRA. More
By: Tuttle Wealth Management Investments Views: 1914 | Comments: 0 | Votes: 0
2006 is a little more than half way over but we have already seen some major changes in the IRA rules. This article will summarize two of these changes and what they mean to you.Income Limit for Roth IRA Conversion RepealedClients often ask me whether they should do a traditional IRA or a Roth IRA. Roth IRAs grow tax free and money doesn’t have to be taken out during your lifetime. More
By: Jacob Zamansky Investments Views: 687 | Comments: 0 | Votes: 0
If you are new to investing, learning the basics is the first step toward limiting your risk and making sound investment decisions. While this means making sure you understand the securities in which you invest, it also means making sure you can trust your brokerage firm or investment advisor.Unfortunately, investment fraud is a serious issue for individual investors. More
By: Nonresident Investor Investments Views: 552 | Comments: 0 | Votes: 0
Inflation has long been a concern for investors looking to safeguard their wealth. As prices rise and currency values fluctuate, finding stable investment opportunities becomes crucial. One avenue that offers potential protection against inflation is to invest in US real estate. American real estate market is stable, and the dollar is the strongest currency in the world. More
