Financial Planning

What about Leverage?

Is this the time, between now and say summer, for the average investor to borrow money to purchase buy and hold stocks?...

21 comments posted 17yrs

posted by don'taskme

21 comments posted 17yrs posted by don'taskme

Withdrawal calculator

I am having a terrible time with what should be a simple calculation: How much can a saver withdraw monthly from a lump...

10 comments posted 17yrs

posted by skip5700removethis

10 comments posted 17yrs posted by skip5700removethis

Market Low?

What happened to the November 20 market low? Ok, so we now know that prediction might be wrong. Is anyone changing stra...

9 comments posted 17yrs

posted by erichktn

9 comments posted 17yrs posted by erichktn

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 se...

10 comments posted 17yrs

posted by stonej

10 comments posted 17yrs posted by stonej

Fascinating Comment from Local Bank on Government's Plan

A friend is trying to get his bank to refi his interest only loan. In an email exchange yesterday, the bank's loan offi...

4 comments posted 17yrs

posted by honda.lioness

4 comments posted 17yrs posted by honda.lioness

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 desk...

6 comments posted 17yrs

posted by abbybrown

6 comments posted 17yrs posted by abbybrown

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 ab...

2 comments posted 17yrs

posted by 123.vikas

2 comments posted 17yrs posted by 123.vikas

default risk of municipal bonds

Municipal bonds currently trade at higher yields than U.S. Treasury bonds of the same maturity http://www.bloomberg.com...

6 comments posted 17yrs

posted by beliavsky

6 comments posted 17yrs posted by beliavsky

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...

0 comments posted 17yrs

posted by nNeEwTs

0 comments posted 17yrs posted by nNeEwTs

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...

17 comments posted 17yrs

posted by spleen42

17 comments posted 17yrs posted by spleen42

preferred stocks

The latest (Feb 9) issue of Barron's has a bullish article on preferred stocks SATURDAY, FEBRUARY 7, 2009 It Only Looks...

3 comments posted 17yrs

posted by beliavsky

3 comments posted 17yrs posted by beliavsky

OAKEX or DLS?

If you're looking for international small-cap value exposure, would you prefer OAKEX or DLS (or something else)? In fav...

3 comments posted 17yrs

posted by ark

3 comments posted 17yrs posted by ark

Senate Republican leader proposes 4% mortgages

http://www.foxnews.com/politics/2009/02/02/republicans-stimulus-address-housing-crisis/McConnell Proposes Cheap, Govern...

5 comments posted 17yrs

posted by beliavsky

5 comments posted 17yrs posted by beliavsky

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 trad...

13 comments posted 17yrs

posted by beliavsky

13 comments posted 17yrs posted by beliavsky

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 unrel...

20 comments posted 17yrs

posted by ronrosenfeld

20 comments posted 17yrs posted by ronrosenfeld