Latest threads in Financial Planningshow only best voted threads
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Madoff
The "Madoff story" is quite detailed by now. A relevant question comes up, which is: in case if you decided to find a money manager, how do you find one who is not a complete crook, and how do you...
30
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15 years ago
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30 | |
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Would Passive Investing Exacerbate Excessive Executive Compensation?
If there is excessive executive compensation to the point where it is a detriment to the company's profitability, active investors can fix the problem because shareholders can sell the stock or vote...
9
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15 years ago
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9 | |
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IRA distributions not required in 2009 (pending)
This idea of temporarily waiving RMDs to allow the accounts to recover seems to have just passed. The bill is HR 7327 and it just needs W's signature at this point. This is only for 2009, so far...
1
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15 years ago
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1 | |
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IRA beneficiaries
is it required to provide the SSNs for IRA beneficiaries? I plan to add my nieces and nephews (no kids for me), but I don't have their SSNs, and don't care to tip them off as to their being named...
14
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15 years ago
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14 | |
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ROTH conversions
When the stock market is in the toilet, why don't we hear more recommendations for converting traditional IRA's to Roths? It's the perfect time for it because it minimizes your taxes. Question: If you...
13
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15 years ago
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13 | |
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FDIC takeover of bank
here is an e-mail I got from my broker regarding one of my brokered CDs. Unlike what I would have expected, the CD rate will be dropped to near zero from this point forward (unless I redeem now within...
11
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15 years ago
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11 | |
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Software to Track and Evaluate Portfolios
What are the best options for software that would allow you to track multiple portfolios and also provide guidance about the diversification of the portfolio? I'm looking for a tool that would be more...
1
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15 years ago
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1 | |
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529 plan questions from someone in Alabama
I've been looking into starting a 529 plan for my daughter, but have realized that the state-specific nature of the plans make it difficult to compare, especially since good advice for a person in...
5
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15 years ago
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5 | |
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CFP tutor
Anybody who is aware of a CFP tutor...pl. email me the contact no. of the person concerned on either or 09819861049........require 1 urgently...thnx
1
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15 years ago
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1 | |
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I need online portfolio tracking.
I have been using Quicken online portfolio for the past several years. It's worked really well. A couple of advantages: it gives almost real time pricing of stocks, it allows me to look at multiple...
2
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15 years ago
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2 | |
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Model Portfolio of beaten up stocks
A few prior threads have dealt with market price movements in general, and the relative rationality of market pricing in bubbles and busts. I thought it might be of interest to test the "buy low"...
18
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15 years ago
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18 | |
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pls,suggest me for corporate valuation method
Dear, Now I'm study as Financial management, pls,suggest me for corporate valuation method.
2
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15 years ago
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2 | |
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One possible reason for market instability (in general)
A stray thought: Usually when demand increases for something, that drives the price up, which decreases the demand until the price stabilizes. But this stabilizer seems to work in the wrong direction...
12
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15 years ago
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12 | |
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Bond Broker Who Will Advertise My Offer?
Is there any coherent market for trading bonds where I can enter a low offer to buy a bond and have that offer continue to be visible to all the major brokers for an extended period of time? I found...
3
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15 years ago
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3 | |
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Tax Managed Accounts
I am considering exchanging two funds in my taxable account into comparable tax managed funds. The existing funds are index funds. The tax managed funds are "actively managed to minimize taxes", but...
11
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15 years ago
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11 |