Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
Limited Partnership Question
I have been "invited" by a company named Rockwell Energy ( to join a limited partnership. The fact that I have never invested in anything riskier than a mutual fund based on the value of gold, I would...
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Making a small investment
Hello, I am COMPLETELY new to the world of investing and was looking for a group like this. I want to get my feet wet in investing and could use some basic guidance. Regardless of whether or not I...
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Looking for some critique & analysis of my financial plans
Hello Fellow financial planners & investors, I have been a do-it-yourselfer, investing for 15 years, since I started a job after completing an engineering PhD (I am in silicon valley area, but I am...
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Bailout
If, as Barney Frank stated this morning, the gov't will take preferred shares of whatever institution they buy the mortgages from, what happens to the value of the preferreds already held in said...
 
graph net worth - CD return vs S&P index return
my son and I were discussing the current mess... and he wanted to just stay with a CD or some such fixed income vs investing in the market - a sector, index, whatever Is there any kind of graph over...
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Infant kids/ life insurance proceeds
My wife and I are taking out new insurance policies because we have a need for more insurance as parents of twins. A few questions: 1) insurance agent said that is easier to get a new 500k policy than...
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Money-market fund insanity
Take a look at some MMF yields these days: Vanguard Prime: 2.23% Vanguard Federal: 2.06% Vanguard Tax-Exempt: 4.83% (!) Same over at Fido, and I'm sure at other houses. Tax-exempt MMFs with "raw" (let...
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high yields on municipal money market funds
At Fidelity, 7-day effective yields of a few money market funds are 2.55% Fidelity Cash Reserves (FDRXX) 5.17% Fidelity Municipal Money Market Fund (FTEXX) 4.35% Fidelity AMT Tax-Free Money Fund...
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Upside down options
I am upside down due to the market even though I went in with 20% down. I pay regularily and even pay down principle on a regular basis. Besides something catastrophic, this trend will continue...
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How I can get stock symbols listed with various exchange ex- nasdaq,S&P 500, Dowjones etc as xml/webservice ?
I have to prepare a web application that shows the stock symbols for user as shown exactly in yahoo finance web site i.e if user type 'a' , then all symbols with A should shown up. My query is : Is...
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Need some help with allocation?
Hi - Just need some help... I am primarily a Mutual Fund investor. Currently, 50% of my money is sitting in equity mutual funds (US Large Cap, US Mid-Cap..US. Small....Europe....Emerging..REIT). As we...
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SCOTTRADE: Potential bad execution?
Have a problem with an execution with Scottrade? Example: I entered at about 9:00 PM on 9-21-08 (Sunday) an order to sell 50 shares of BAC (Bank of America) for a friend's account that I have a...
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Tax year for Roth conversions
I am going to top out the 15% tax bracket in 2008 with a Roth conversion on a portion of a rollover. This appears to be a good time to do some of the conversion. Questions 1) if I do some of the...
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deregulation and the current credit crisis
I have heard, often, that deregulation had caused the current credit crisis. However, I have not yet seen one specific example of a deregulation that caused or contributed to this crisis. Now, I am...
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Management of Investment Portfolio
Hi, I'm new to this so am looking more for guidance on where I need to be looking. I have an amount of shares in a privately listed company which is planning to list publicly in the coming year. These...
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