Archives for 2012
Mutual fund and ETF products are often touted in the financial media as efficient vehicles for achieving portfolio diversification. However, most investors are unaware of the additional benefit that is derived from security lending programs. But, as is true with most investment considerations, not all mutual fund families have their
We recently received the following two emails from a client email address: From: Client Name [mailto:[email protected]] Sent: Friday, April 14, 2012 9:32 AM To: Lisa Reynolds Subject: Update Lisa, I will like you to email me the cash available balance in my account for today. Thanks, From: Client Name [mailto:[email protected]] Sent: Friday, April 14, 2012 9:45
Confidence and security come through knowledge and planning Women are increasingly becoming the financial decision makers in many households. Women control 14.3 trillion dollars or 51.3% of the country’s wealth and this number is expected to grow. As a result of death, disability or divorce, 95% of women will be their
With bond yields at historic lows, income-focused investors are left searching for ways to increase portfolio cash flow. Common approaches include a focus on high-yield bonds and/or dividend-paying stocks. However, a number of fundamental portfolio management considerations should lead an investor to reconsider the allure of these income-centric strategies.
Today’s financial world is filled with uncertainty – volatile markets, economic flux and political unrest. These variables impact the balances of our accounts daily, which can make anyone feel helpless in regards to financial security. But most medical costs aside, the cost of basic living expenses (shelter, clothing, food) and entertainment
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