Latest Financial Planning

Subject Author Posted Replies
 
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 s...
11 years ago 3
 
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...
11 years ago 7
 
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...
11 years ago 1
 
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 (FIMX...
11 years ago 4
 
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 indefi...
11 years ago 4
 
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 th...
11 years ago 2
 
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...
11 years ago 29
 
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 limite...
11 years ago 4
 
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 conve...
11 years ago 3
 
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 no...
11 years ago 50
 
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...
11 years ago 3
 
Investment question
I'm about to inherit $100,000.00 . I'm 54 years old and have no savings or any other financial assets. I'd like to pay off my credit cards, my car, auto insurance, student load etc. and be debt free. ...
11 years ago 6
 
the government plan - details anyone?
I haven't seen much in the way of details reported. I guess the fundamental question I have is what price will the US be paying for these mortgages and CDOs it will be buying? par value? let's hope no...
11 years ago 1
 
long term care and Medicare
the thread on Proposal for my Mom got me wondering: how does Medicare (not Medicaid) handle long term and/or nursing home care? What effect does the oldster having assets have? -----------------------...
11 years ago 19
 
RTC - the final cost
Does anyone know what the final cost of the RTC (Resolution Trust Corp.) was? We heard how many assets it took over, but after selling them off, I wonder what the actual cost to the US was. ----------...
11 years ago 1