Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
Market Low?
What happened to the November 20 market low? Ok, so we now know that prediction might be wrong. Is anyone changing strategies? What course of action are people following? Retired, I'm not doing...
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Stock broker wants me to switch account to their new employer
I assume this is perfectly legal to call up clients urging them to switch. How would you handle this? She is going to send me some literature in the mail about the stockbroker she is now working for.
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Fascinating Comment from Local Bank on Government's Plan
Very interesting and straight-forward comment by the bank. I am thinking of buying a principal residence, and e-mailed my financial person explaining I wanted a pre-distressed homeowner package - a...
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What Harm Can A Scoundrel Do With My Financial Data?
Hi, I am thinking about moving our financial data to our home fileserver. That would make it accessible to both my desktop and my laptop. Also, it might make it more vulnerable to hackers. It would be...
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Buy back of reliance infra and eicher
Eisher motors says to buy 14 lacs shares @ 691 . The share is currently @ 285 or so . If I purchase it now will i be able to sell it @ 691 . Similarly rel infra says of buy back till 15 april upto 700...
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default risk of municipal bonds
Municipal bonds currently trade at higher yields than U.S. Treasury bonds of the same maturity ,even though their interest is generally exempt from Federal incometax. The market is pricing muni bonds...
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JP Morgan Clearing (formerly Bears Stearn) dropped from CAPCO excess SIPC coverage.
JP Morgan Clearing will no longer have excess SIPC coverage, and depending on how one reads the following quote from a brokerage statement, possibly CAPCO itself itself is getting out of the excess...
 
Please help! RRSPs and credit card debt
I thought I had started an RRSP 2 years ago, but recently discovered that the RBC drone I dealt with made a mistake and I have been putting my money into a regular, non-registered mutual fund. I am...
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preferred stocks
The latest (Feb 9) issue of Barron's has a bullish article on preferred stocks SATURDAY, FEBRUARY 7, 2009 It Only Looks Like a Wipeout By ANDREW BARY Preferred stocks may harbor fewer risks, more...
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OAKEX or DLS?
If you're looking for international small-cap value exposure, would you prefer OAKEX or DLS (or something else)? In favor of DLS: Lower turnover More diversification (both geographically and number of...
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Senate Republican leader proposes 4% mortgages
Proposes Cheap, Government-Backed Mortgages to StimulateEconomy Government involvement in the mortgage market is one of the causes of the present economic mess, and I do not think this proposal is a...
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trading bond funds to avoid taxes on interest distributions
There are brokerage firms offering free trades (for example Zecco with a $25 K balance). At such firms the cost of trading is the bid-ask spread (and the value of one's time). I think for some bond...
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Basis stepup and Trusts
It has been suggested that my wife and I put most of our various possessions into a trust. However, myself and an unrelated partner are joint owners of two office condominiums which we lease, and from...
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price earnings ratios of ETFs
One can search for ETFs whose stocks have price earnings ratios at &o=a but some of the P/E's look anomalously low, for example a P/E of 2.77 for the iShares S&P/TOPIX 150 Index (symbol ITF). I think...
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Retiree Withdrawals.
I know the conventional wisdom is for a retiree to withdraw living expenses first from his taxable account so that his tax-deferred account can continue to grow with the tax deferral advantage. But...
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