Financial Planning

Arbitration

I an considering going to arbitration with my ex-financial advisor (an A.G. Edwards employee) for risky and non-diversi...

1 comments posted 17yrs

posted by gene.f

1 comments posted 17yrs posted by gene.f

The Fed

Reading a financial tome the other day, I see: "The law gives the Fed power to trade in the bond market. The FOMC can d...

2 comments posted 17yrs

posted by sargento

2 comments posted 17yrs posted by sargento

Can a short term capital loss balance long term capital gains?

My boss sold his house (lucky guy) at a price well above basis and over his $250,000 exclusion. He has a lot of stock l...

1 comments posted 17yrs

posted by judithabrown

1 comments posted 17yrs posted by judithabrown

What type bond fund to buy in current situation?

Now that it seems too late to join a flight to quality in gov't bonds, where would you put new money (bondfundwise?). A...

0 comments posted 17yrs

posted by dumbstruc

0 comments posted 17yrs posted by dumbstruc

401k After Tax accumulations to Roth IRA

My broker tells me that after tax 401k assets may be rolled directly to a Roth IRA, with no tax consequence now or ever...

5 comments posted 17yrs

posted by Harvested

5 comments posted 17yrs posted by Harvested

Historical data for interest rates given by money market funds?

Historical data for interest rates given by money market funds? I am looking a data, or a reasonable proxy, for the int...

0 comments posted 17yrs

posted by raylopez99

0 comments posted 17yrs posted by raylopez99

Warren Buffett recommends buying U.S. stocks

I am posting this for discussion and do necessarily agree. http://www.nytimes.com/2008/10/17/opinion/17buffett.htmlBuy...

30 comments posted 17yrs

posted by beliavsky

30 comments posted 17yrs posted by beliavsky

House Democrats contemplate abolishing 401(k) tax breaks

House Democrats contemplate abolishing 401(k) tax breaks http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20081...

8 comments posted 17yrs

posted by beliavsky

8 comments posted 17yrs posted by beliavsky

Re-balancing yet?

What are your thoughts on re-balancing your portfolios? I have tried to keep a roughly 70/20/10 mix of stocks/bonds/cas...

22 comments posted 17yrs

posted by Marco

22 comments posted 17yrs posted by Marco

FDIC insurance (yet again)

I just read that republicans are proposing "Extending government deposit insurance to business transaction accounts." d...

6 comments posted 17yrs

posted by rowdy'sboss

6 comments posted 17yrs posted by rowdy'sboss

p/e ratio for s&p 500

i was told this was on the s&p site but all i can find is a yearly p/e ratio. anyone know where this can be found nowad...

4 comments posted 17yrs

posted by cporro

4 comments posted 17yrs posted by cporro

How does 401k portfolio rebalancing works?

I am considering moving some of my money market 401k money to stock funds under the same 401k account. Here's my questi...

7 comments posted 17yrs

posted by ignoramus31919

7 comments posted 17yrs posted by ignoramus31919

closed-end fund are selling at big discounts

The Wall Street Journal publishes every Monday a listing of closed-end funds (CEF), with their market price (MP), net a...

4 comments posted 17yrs

posted by beliavsky

4 comments posted 17yrs posted by beliavsky

Borrowing and macroeconomics.

(I think this is the wrong group for these questions... What might the right group be?) Why is it, that because people...

12 comments posted 17yrs

posted by daniel_t

12 comments posted 17yrs posted by daniel_t

Factoring as an investment??

Hello, I met someone who is into something called "factoring" as a type of investing. I was wondering what this would i...

4 comments posted 17yrs

posted by kskenter

4 comments posted 17yrs posted by kskenter