- October 25, 2013
- admin
- Investment Strategies, Strategies
Table of Contents How Securities Are Bought And Sold How Prices are Established How Your Securities are Protected Protecting Yourself Types of Investments Investment Contracts and Limited Partnerships Risk vs. Return Planning Techniques Security Selection Six Investing Pitfalls To Avoid Government and Non-Profit Agencies Glossary The world of investing can seem mind-boggling for a beginning […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
Table of Contents What is Asset Allocation? How Does Asset Allocation Work? What Are Asset Classes? How Are Asset Allocation Models Built? What Is Right For You? The Efficient Frontier Contrary to popular belief, asset allocation, which refers to the types or classes of securities owned, is generally the most important factor in determining the […]
- October 25, 2013
- admin
- Investment Strategies, Strategies
“Buying on margin” is borrowing money from your broker to buy a stock and using your investment as collateral. Investors generally use margin to increase their purchasing power so that they can own more stock without fully paying for it. But margin exposes investors to the potential for higher losses. This Financial Guide discusses the […]
- 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 […]
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