- October 25, 2013
- admin
- Business Strategies, Securing Business Loans, Strategies, Uncategorized
In addition to drive, ambition and a great deal of planning, starting and expanding a small business generally requires capital. Capital may come from family, friends, lenders or others. This Financial Guide provides an overview of how to get the capital you need to start or grow your business. Table of Contents Finding Sources Of […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
Once you’ve finished with your tax planning for the year, and your return is safely on its way to the IRS, you’re at an excellent point for a quick financial check-up. Your tax return is handy, as a quick snapshot of your financial situation, and the figures are recent and accurate. Take a few minutes […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
In recent years, interest in investment clubs has grown tremendously. This Financial Guide tells you what you need to know about investors’ clubs before getting involved with one. Table of Contents SEC Laws That Might Apply When Registration Is Required Under the Securities Act of 1933 When Registration Is Required Under the Investment Company Act […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
Have you ever called your mutual funds family and exchanged the share in your growth fund for shares in a value fund? If so, you know that you pay capital gains taxes. A swap like this actually requires selling those growth fund shares. Or try bartering your professional service. Offer, say, your medical services for […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
One of the most important questions you face when changing job is what to do with the money in your 401(k) because making the wrong move could cost you thousands of dollars or more in taxes and lower returns. Let’s say you put in five years at your current job. For most of those years, […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
When you place an order to buy or sell stock, you might not think about where or how your broker will execute the trade. But where and how your order is executed can impact the overall costs of the transaction, including the price you pay for the stock. Here’s what you should know about trade […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
Table of Contents How To Choose A Mutual Fund What About Recommendations? Comparing Performance Comparing Costs Comparing Investment Philosophy Comparing Customer Service Risk Factors In General Summary Recommended Reading Government and Non-Profit Agencies Computer Programs Mutual funds are an excellent way to invest in stocks, bonds and other securities. They are a good choice […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
How are distributions from mutual funds taxed? What happens when they are reinvested? How are capital gains on sales of mutual funds determined? This Financial Guide provides you with tips on reducing the tax on mutual fund activities. Table of Contents Tip #1: Keep Track of Reinvested Dividends Tip #2: Be Aware That Exchanges of […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
Information is the investor’s best tool when it comes to investing wisely. But accurate information about “microcap stocks” — low-priced stocks issued by the smallest of companies, often called “penny stocks” — may be difficult to find. Many microcap companies do not file financial reports with the SEC, so it’s hard for investors to get […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
Annuities may help you meet some of your mid and long-range goals such as planning for your retirement and for a child’s college education. This Financial Guide tells you how annuities work, discusses the various types of annuities, and helps you determine which annuity product (if any) suits your situation. It also discusses the tax […]