Latest Financial Planning

Subject Author Posted Replies
 
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...
10 years ago
 
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 ...
10 years ago 10
 
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,...
10 years ago 4
 
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 a...
10 years ago 2
 
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....
10 years ago 2
 
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...
10 years ago 3
 
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 patte...
10 years ago 2
 
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 mu...
10 years ago 28
 
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, ta...
10 years ago 11
 
It's very quiet here
My observation is that every time the market/economy is lousy, posts drop off. We're seeing it now (except for spam and other inappropriate posts). I associate this with a tendency we all share: We're...
10 years ago 16
 
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...
10 years ago 11
 
holding condos and loosing money
My wife's family has inherieted 4 rental condos located in downtown Chicago. They were purchased about 5 years ago by my wife's father.... who recently died. At this point - they are a loosing battle ...
10 years ago 13
 
When to walk away from a house?
When is it beneficial to walk away from a mortgaged house? My daughter and SIL & 2 kids have lived in a house for 10 years. They just re-fi'd it for a better rate using a fairly conventional re-fi (30...
10 years ago 13
 
clunker bill
can anyone confirm current status of the plan to spur more new car sales, called clunker bill? I read it passed both house and senate but unless signed by president into law, it is not yet effective, ...
10 years ago 5
 
Do I have to buy insurance only from the company my financial planner works for
Can someone help me with this. Do I have to invest or buy insurance only from the company that my financial planner works for? Thanks in advance Kevin No. And if that's what your financial planner tel...
10 years ago 6