Financial Planning

stock brokerage insurance

SIPC coverage is only $500k ($100k max for cash). Many brokers have "excess SIPC coverage", but that has its own per ac...

5 comments posted 18yrs

posted by rowdy'sboss

5 comments posted 18yrs posted by rowdy'sboss

Need Historical Stock Data going back 20 years and with dividends reinvested, for free

Does anybody know where I can get free data going back 20 to 25 years for stock data (US) that includes dividends reinv...

6 comments posted 18yrs

posted by raylopez99

6 comments posted 18yrs posted by raylopez99

Need serious advice on my IRA plan.....

I need some serious IRA investing advice. Basically, becasue of the horrible state of our economy, the balance of my Ro...

7 comments posted 18yrs

posted by btroiano

7 comments posted 18yrs posted by btroiano

own HSA for currently covered child

trying to wrap my head around this: 1. currently I cover student with my company provided health plan which is a HDP an...

0 comments posted 18yrs

posted by mar

0 comments posted 18yrs posted by mar

ESOP payment into cash

Hello..I work for a company that untill now has been 42% employee owned..Recently it has been announced the company is...

12 comments posted 18yrs

posted by SaraTGinMD

12 comments posted 18yrs posted by SaraTGinMD

Follow-Up re: Formally Complaining About Bungled 401K Rollover Request

Hello. I posted here several months ago seeking advice regarding a 401k rollover request that was mis-handled such that...

9 comments posted 18yrs

posted by haunted

9 comments posted 18yrs posted by haunted

Change in uninvested funds at Oppenheimer

Just received a letter from my brokerage firm (Oppenheimer). Our account cash balances will now sweep into this Advanta...

2 comments posted 18yrs

posted by sandyhb6

2 comments posted 18yrs posted by sandyhb6

What a TOOL

Newbie here, looking to find out if a tool is out there that will let me find a mutual fund based on a percentage of ho...

1 comments posted 18yrs

posted by micus22

1 comments posted 18yrs posted by micus22

MUNIs

Could someone advise whether it would be better for a retireee without tax deductions to invest in a municipal bond fun...

3 comments posted 18yrs

posted by leah.miles

3 comments posted 18yrs posted by leah.miles

Help modeling investment against historical data

Fo the sake of discussion - I have one investment consisting of one asset classs and I have the historical data for tha...

2 comments posted 18yrs

posted by jw

2 comments posted 18yrs posted by jw

FDIC

I am buying brokered CDs. I note there are what appear to be several different Wells Fargo Banks (as an example), i.e....

7 comments posted 18yrs

posted by rowdy'sboss

7 comments posted 18yrs posted by rowdy'sboss

Best type of investment plans for an S-corp officer

What would by the best type of investment plans for the officer of an S-corp and why? ---------------------------------...

4 comments posted 18yrs

posted by fearful.asymmetry

4 comments posted 18yrs posted by fearful.asymmetry

Suggestions for IRA funds

I'd like to transfer my traditional IRA funds from my Dodge & Cox Balanced fund into a more conservative traditional IR...

4 comments posted 18yrs

posted by shareyourknowledge

4 comments posted 18yrs posted by shareyourknowledge

Question about deferred compensation plan

My company is offering me the chance to defer part of my compensation in a deferred compensation plan. The key features...

2 comments posted 18yrs

posted by oliviagail

2 comments posted 18yrs posted by oliviagail

Investing: What Finance Professors Really Do

>From http://www.fool.com/investing/general/2008/02/13/dont-invest-like-these-experts.aspx:A research paper recently co...

10 comments posted 18yrs

posted by honda.lioness

10 comments posted 18yrs posted by honda.lioness