Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
Evaluate letter of wishes for our trust
We are creating a living trust to benefit our two young children in case if we die. Wanted to get some feedback on the wishes below. The letter involves financial planning and investment decisions...
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How to sell bond fund shares?
Two years ago I opened an account with since they were offering a promotion with free airline mile bonus. I bought $1000 worth of: LEHMAN AGG BOND FUND ISHARES ( AGG ) To be honest, I have little idea...
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How to move my 401k to index funds?
I have a typical 401k which I have all invested in their "conservative model portfolio". How do I go about moving it all to low fee index funds? Do I have to sell everything? Would that further incur...
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Master Limited Partnerships
I am beginning to see more and more of these being offered to investors and would like to see some of your thoughts on MLPs. Three things that hit me: 1. Like other investments that offer current tax...
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SP& Downgrades from AAA -> BBB-, then back to AAA in days
To further engender your trust in rating agencies, here's a good story: 601087&sid=az_NZojlf5Ng ``S&P lowered the ratings on a class of a commercial mortgage-backed bond offering from AAA to BBB-, the...
 
opening account for niece..advice
a while ago i opened an iowa state 529 for a niece. from what i recall all 529s are not at all equal and iowa was a good choice. what i didn't know was that it would be counted as college aid. not so...
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What's the best online investment research tool?
I want to follow Graham advice and find stocks that have 1. Price / Avg earning of last 7 years =< 25 2. Price / Avg earning of last 1 year =< 20 3. Book value of common stocks / total capitalization,...
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Best Strategy for Getting Good Bond Prices?
FINRA shows intra-day trade data for different CUSIPs, marking each trade as reported by the seller, the buyer, or dealer-to-dealer. I included a sample out of a bond that traded today between $89.4...
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Where can I get S&P 500 history?
In order to monitor my investments weekly, I'd like to get S&P500 closing numbers for each week, going back about a year. I'd actually also like to get the same for the Wilshire 5000 and for the DJIA....
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Introducing myself
Hello there. I'm a cuban-born guy living in Sweden. Last year I attended an event called Wealth Mastery conducted by Anthony Robbins. It was a revelation to me. I thought I'd never understand anything...
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annuities exposure to lawsuits?
How exposed are annuities to lawsuits as opposed to savings? I don't suppose they have explicit legal protection such as a house does in Texas or Florida, but is there a customary or statistical...
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Roth IRAs may be taxed in the future (NYT article)
Converting an I.R.A. Into a Roth? How?s Your Crystal Ball? New York Times | July 18, 2009 | Ron Lieber be hearing a lot in the next six months about Roth Individual Retirement Accounts ? but not as...
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Selling puts
I've heard that about 70% of all puts and calls expire worthless. I'm considering an approach of selling out-of-the-money puts, and to protect against the underlying stock having a massive decline,...
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It's very quiet here
In the area where I live, which is populated by quite a large concentration of retired affluent "boomers," there are some similar interesting indications of the state of the market. One is the number...
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Stocks underperformed bonds for last 5,10,15,20 and 25 years
A very interesting WSJ article by Jason Zweig, opints out that stocks UNDERperformed long term treasury bonds in last 5,10,15,20 and 25 years. Then he puts forth some powerful analysis that shows that...
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