Financial Planning

Financial adviser's legal responsibility

I opened an account in California with a major investment company late last year and used a financial adviser that had...

5 comments posted 17yrs

posted by lewiscalif

5 comments posted 17yrs posted by lewiscalif

Tracking online money transfers?

Question : Once you send money from one bank to a different bank, why is there a two day period where the money is in l...

2 comments posted 17yrs

posted by Barusas

2 comments posted 17yrs posted by Barusas

Limited Partnership Question

I have been "invited" by a company named Rockwell Energy (http://www.rockwellenergy.com/) to join a limited partnership...

2 comments posted 17yrs

posted by ritpg77

2 comments posted 17yrs posted by ritpg77

Making a small investment

Hello, I am COMPLETELY new to the world of investing and was looking for a group like this. I want to get my feet wet i...

10 comments posted 17yrs

posted by richard.blankman

10 comments posted 17yrs posted by richard.blankman

Looking for some critique & analysis of my financial plans

Hello Fellow financial planners & investors, I have been a do-it-yourselfer, investing for 15 years, since I started a...

23 comments posted 17yrs

posted by mn.door

23 comments posted 17yrs posted by mn.door

Bailout

If, as Barney Frank stated this morning, the gov't will take preferred shares of whatever institution they buy the mort...

0 comments posted 17yrs

posted by gene.f

0 comments posted 17yrs posted by gene.f

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 inve...

3 comments posted 17yrs

posted by pschuman_no_spam_me

3 comments posted 17yrs posted by pschuman_no_spam_me

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 fe...

7 comments posted 17yrs

posted by noreplysoccer

7 comments posted 17yrs posted by noreplysoccer

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% (!)...

1 comments posted 17yrs

posted by rlc-news

1 comments posted 17yrs posted by rlc-news

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...

4 comments posted 17yrs

posted by beliavsky

4 comments posted 17yrs posted by beliavsky

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...

4 comments posted 17yrs

posted by howie_ak

4 comments posted 17yrs posted by howie_ak

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....

2 comments posted 17yrs

posted by goyal.rinki

2 comments posted 17yrs posted by goyal.rinki

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 mutu...

29 comments posted 17yrs

posted by jay6447

29 comments posted 17yrs posted by jay6447

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 se...

4 comments posted 17yrs

posted by brstock

4 comments posted 17yrs posted by brstock

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...

3 comments posted 17yrs

posted by noreplysoccer

3 comments posted 17yrs posted by noreplysoccer