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21st September 2009
When forming a football team the manager sees that there is a captain, 2 forward hitters, 3 defenders and a strong goalkeeper so that the football team can beat any other team and can stay strong against all teams. Like wise it is important to diversify y... Read >
Author: Lavanay18th September 2009
Women are gaining strongholds in all fields and it is not long when the stock market will be dominated by women. Women have rational thinking and they are known to be masters in multitasking. So do not be surprised if all the successful investors in the s... Read >
Author: Lavanay10th September 2009
As impossible as it is to predict the future of the markets, it's relatively easy to anticipate what you are going to experience when you view your next brokerage account statement.
Whether you go the discount route through Schwab, Ameritrade, Fidelity... Read >
Author: Steve Selengut10th September 2009
SIBORAP includes these ten specific sections: (1) Product Transparency, (2) Regulation and Education, (3) Protection from Speculators (4) Control of Hedge Funds, (5) Brokerage Account Statements, (6) Retirement Account Investments, (7) Executive Compensat... Read >
Author: naval sharma10th September 2009
SIBORAP includes these ten specific sections: (1) Product Transparency, (2) Regulation and Education, (3) Protection from Speculators (4) Control of Hedge Funds, (5) Brokerage Account Statements, (6) Retirement Account Investments, (7) Executive Compensat... Read >
Author: naval sharma10th September 2009
SIBORAP includes these ten specific sections: (1) Product Transparency, (2) Regulation and Education, (3) Protection from Speculators (4) Control of Hedge Funds, (5) Brokerage Account Statements, (6) Retirement Account Investments, (7) Executive Compensat... Read >
Author: naval sharma18th August 2009
Everyone is busy in climbing the ladder of success and when time with you, just take a moment and think, If you want to live life on your own terms even after you retire, then HDFC Unit Linked Pension II plan, is here to design and provide a post-retireme... Read >
Author: Bimadeals13th August 2009
While investing in an ULIP scheme you have an option of switching from an equity fund to a debt fund that too without paying a fee. In the stock market one would switch their funds or stocks according to the market conditions to earn profits. But they mak... Read >
Author: Bimadeals10th August 2009
Rebalance Portfolio: When Should You Do It?
Step number one in any asset allocation project: rebalance portfolio. Repeat until you achieve the results you desire. To rebalance a portfolio, you must observe the initial conditions under which you have cr... Read >
Author: Portfolio Rebalancer10th August 2009
The Importance of Portfolio Rebalancing
Portfolio rebalancing is crucial to any asset allocation project in which an investor chooses to minimize the risks taken while maintaining a certain percentage of funds in various sectors of the economy. The fun... Read >
Author: Portfolio Rebalancer10th August 2009
Maintaining a Good Portfolio Balance
Many investors may not understand the concept of ensuring that they have a good portfolio balance. However, it�s not as complex or intricate as it seems. The basic idea of the portfolio, after all, is to distribut... Read >
Author: Portfolio Rebalancer08th August 2009
The Importance of Portfolio RebalancingPortfolio rebalancing is crucial to any asset allocation project in which an investor chooses to minimize the risks taken while maintaining a certain percentage of funds in various sectors of the economy. The funds a... Read >
Author: Portfolio Rebalancer24th July 2009
After years of losing money to a series of investment professionals from various banks and brokerage firms, I decided to use their tools on my own to see what kind of results I could achieve. Hopefully you can do the same. This is not a system or a get ... Read >
Author: Jim Wilkson20th July 2009
Which investment methods are best? Financial analysts, money managers, and financial media have always argued about this question. And as you probably know, they continue to argue. So what IS the best solution?
Many individuals simply choose to belie... Read >
Author: Steven Floyd30th June 2009
The 1980's and 90's were a great time to be an investor in U.S. stocks. Practically any strategy could be used and an investor would make money. Common strategies included asset allocation, sector rotation, buy-and-hold, and the modern portfolio theory. O... Read >
Author: John Rothe28th June 2009
If you are trading a mix of Verticals, Calendars and Iron Condors across highly liquid indexes like the DJX, DIA, MNX, QQQQ, RUT, SMH, SPY and XSP, is your trading risk adequately diversified? No.
In choosing the MNX, QQQQ, SMH, SPY and XSP, there is a... Read >
Author: Clinton Lee27th June 2009
Experience is a great teacher and the number of SMSF holders who have experienced the recession for more than a year has proved this. Last year the number of SMSF holders did little to recession-proof their SMSF. This year they have learned what to do and... Read >
Author: Mel C15th May 2009
Most people have a wealth manager, and don't know who it is. It's their friendly neighborhood banker. Or rather, they are clients of a wealth manager. They deposit funds, the bank pays them interest, and gives them access to and security for their fund... Read >
Author: srini13th May 2009
With consumer debt levels at an all-time high and personal savings rates near an all-time low, you'd think personal finance, was rocket science. It's not. Personal finance is merely the practice of handling one's home finances prudently, intelligently,... Read >
Author: LSOYO12th May 2009
One of the questions that normally comes to the minds of individuals composing their testaments is, "what is the best way to allocate my assets?". A testamentary trust is one alternative, which gives the beneficiaries many advantages, with tax advantages ... Read >
Author: King of Kontent07th May 2009
It is not at all uncommon for those in retirement and near retirement to be concerned about the amount of cash distributions their investment portfolio is paying. Often, their objective is to be able to live off this cash and, thereby, keep their initial ... Read >
Author: John Raymond Leske05th May 2009
Buy your ULIP Online Directly. Click Here
All investment instruments have their unique set of advantages to offer. It is vital for investors to be aware of the nuances in a particular offering and make informed decisions.
When investing in a Unit Li... Read >
Author: maximumtorque01st May 2009
The Working Capital Model (WCM) looks at investment performance differently, less emotionally, and without a whole lot of concern for short-term market value movements. Market value performance evaluation techniques are only used to analyze peak-to-peak m... Read >
Author: Steve Selengut12th March 2009
If you're major interest is information related to asset management services or any other such as senopia asset management, top performing mutual funds, inventory tracking system or event management system, this article can prove useful.
Accurate and f... Read >
Author: deepak kulkarni04th March 2009
ULIPS is new the new golden hen in the insurance industry. A hen which gives golden eggs till its cut down. ULIPs in their forms, present an idealistic way of investing money and to reap good profits. Although, these do not promise substantial benefits ev... Read >
Author: Heena Vasnani03rd March 2009
Looking for a financial advisor? These different qualities should be searched for in your prospect financial advisor. These qualities, if given a good effort to look for, will not only avoid you a lot of stress in the future but can also be a precious mov... Read >
Author: Paul Easton03rd March 2009
Are you a business man or are you the one who draws his salary in lakhs? If you are one of these and have a inclination towards stock exchange then there can be nothing better than a ULIP Plan.
ULIP plans give an investment opportunity by providing a... Read >
Author: Heena Vasnani10th February 2009
Looking for a financial advisor? These different qualities should be searched for in your prospect financial advisor. These qualities, if given a good effort to look for, will not only avoid you a lot of stress in the future but can also be a precious mov... Read >
Author: Paul Easton10th February 2009
Looking for a financial advisor? These different qualities should be searched for in your prospect financial advisor. These qualities, if given a good effort to look for, will not only avoid you a lot of stress in the future but can also be a precious mov... Read >
Author: Paul Easton10th February 2009
No investor should ever be surprised by the changes in market value that appear on his or her monthly brokerage account statements. In general, media noise throughout the month should lead to a feel for what has been going on and investors should understa... Read >
Author: Steve Selengut28th January 2009
From the word financial advice you can understand that it is regarding savings, investment and retirement planning. Whenever the client needs to go through some thorough details and analysis, the financial advisors come to help them by giving professional... Read >
Author: blueoceandirect08th January 2009
Prior to opting for a tax saving mutual fund, it is important that the investor consider certain important factors such as performance, investment style, expenses(entry load & exit load) and other critical parameters. This is done to ensure that the inves... Read >
Author: Ryan Crown28th December 2008
When discussing financial investments you can go in multiple directions. Real Estate is a great asset to add to your portfolio, so when thinking about adding this investment one should consider the advantages and disadvantages,balanced against the risks i... Read >
Author: Robert Palmer01st December 2008
Outsourcing customer support can be nerve-wracking. If you hire someone to build a website but don't like the result, you're out some time and money. Failures in customer support will cost you clients. Yet, if your in-house resources are drawn too thin, y... Read >
Author: Daryl James03rd November 2008
SIBORAP includes these ten specific sections: (1) Product Transparency, (2) Regulation and Education, (3) Protection from Speculators (4) Control of Hedge Funds, (5) Brokerage Account Statements, (6) Retirement Account Investments, (7) Executive Compensat... Read >
Author: Steve Selengut31st October 2008
Insurance, funds, investments, business, retirement with so many financial goals to meet, making the right decisions can be quite a difficult task.
This is where financial advisers and financial planners come in.
Financial advisor and financial pla... Read >
Author: kath panambo30th October 2008
COMMODITY TRADING SOFTWARE – THE PROFITS AND THE RISK!
Commodity trading can add depth to the portfolio, assist with asset allocation, dodge price escalation apprehensions, facilitate better returns and more, but …
If there is so much positive t... Read >
Author: Hyper Rig07th October 2008
First, the good news: From June 2007 through September 2008 (i.e., during the credit crisis) Income CEF payouts per share were virtually unchanged. From June 2008 through September 2008, payouts rose slightly--- 29 funds raised their payouts and 17 lowere... Read >
Author: Steve Selengut11th September 2008
One of the first things we come across when we take on a new client is starting to make sense of the collection of policies and investments they have.
They are usually in a pile somewhere and tend to consist of many different funds across several provi... Read >
Author: Ray Prince05th September 2008
There’s a reason that when you do an internet search for “songs about money” you get over 5 million hits in .25 seconds: everyone wants a solid financial future. Unfortunately, not everyone knows how to get one. Establishing a solid foundation ensur... Read >
Author: Amanda Moore05th September 2008
When you invest in Mutual Funds it is always advised that you bifurcate your investment amongst various Assets (stocks, funds, Bonds) that you intend to invest upon. This is called diversification. If you diversify your finances well while investing it is... Read >
Author: Ryan Crown16th August 2008
A Growth Mutual Fund is more risky to be invested upon compared to an ordinary Mutual Fund but the premium or dividend that is derived is much higher then what is obtained from a normal Mutual Fund. Its performance is proportional to the performance of th... Read >
Author: Ryan Crown24th July 2008
Looking for good news in today's markets is like searching for the proverbial needle in a haystack. Needless to say, practically all investment grade equities and nearly all closed end funds that specialize in providing regular recurring monthly income ha... Read >
Author: Steve Selengut15th July 2008
The Prime Goal of a Fund Manager is to monitor and manage the securities (in the form of stocks, bonds amongst others) to meet the investment goals and objectives of the customers (investors). The services include financial analysis on the investments, th... Read >
Author: Ryan Crown09th July 2008
Often you hear people say – I should have invested when the markets were in the 15,000 levels, or I should have sold out when the market was at its peak at 21,000. The fact of the matter is that you get to know the best or worst times, only in hindsight... Read >
Author: Anasua30th June 2008
Asset Allocation primarily involves categorizing an investment option amongst various asset categories that is offered. It could be in the form of a stock, fund or a share and the option that you choose is thoroughly a self made decision that will decide ... Read >
Author: Ryan Crown11th June 2008
Real estate investing is not nearly as complicated, financially burdensome, or time consuming as you might think. In fact, It's easy to add raw land, shopping centers, apartment complexes, and private homes to your portfolio without brokers, bankers, atto... Read >
Author: Steve Selengut20th May 2008
Five Mistakes to Avoid While Investing
Each investor gets in the stock market with the same main goal- to add to their own wealth. For generations, the stock market has shown to be a winning strategy to establish personal riches for investors around th... Read >
Author: Larry Haywood25th April 2008
Britain has become a nation of landlords and wannabe property investors. Many share the belief that property prices can only go up. Are these landlords correct in their investment assumptions or are they misguided optimists clinging to a shared statement ... Read >
Author: Propertyhawk25th April 2008
Britain has become a nation of landlords and wannabe property investors. Many share the belief that property prices can only go up. Are these landlords correct in their investment assumptions or are they misguided optimists clinging to a shared statem... Read >
Author: Propertyhawk25th March 2008
1031 Exchanges are excellent tools to reduce income taxes. Known both as "tax free exchanges" and "1031 exchanges" (based upon the enabling section of the federal income tax code) this tool allows investors to sell real estate without paying income taxes ... Read >
Author: Patrick O'Connor19th March 2008
1031 Exchanges are excellent tools to reduce income taxes. Known both as "tax free exchanges" and "1031 exchanges" (based upon the enabling section of the federal income tax code) this tool allows investors to sell real estate without paying income taxes ... Read >
Author: Patrick O'Connor02nd February 2008
Like many of our clients, we are constantly updating our Continuous Professional Development (CPD).
One of the many pieces of reading material we were looking through had the title of 'Advisers Have Vital Role As Persuaders'.
This was based on the r... Read >
Author: Ray Prince24th January 2008
Stocks, bonds, index funds; averages, recessions, market rallies and corrections; mutual funds, technical analysis, financial statements; commissions, taxes, and discount brokers. Just how much do you know about investing, or perhaps a better question: is... Read >
Author: Steve Selengut17th August 2007
Asset protection
The three most important factors are: (i) the identity of the creditor pursuing the client, (ii) the nature of the asset protection that will be pursued by the creditor, and (iii) the extent to which the debtor is willing to go to prot... Read >
Author: EnigmaSeo31st July 2007
The Indian Real Estate is thriving with every passing day and churning huge amounts for people associated with real estate where the major beneficiary turns to be an investor. This surge in real estate is the outcome of Government’s decision to allow 10... Read >
Author: Lalsa22nd April 2007
Portfolio management is challenging, but it's also exciting. Some people prefer to have their portfolios managed by a professional. However, it's not impossible to manage your own portfolio. It just takes time and a basic understanding of the process.
... Read >
Author: Stanley Chua30th January 2007
As a preference in the most important area of financial advisers’ business for 2007, pensions are right on the top.
A significant percentage of 74 of the advisers believe that pensions are the best deal this year. According to a research made by Me... Read >
Author: Alison White17th November 2006
In a quality investment guide risk assessment, a key principle, will be addressed. If we are to be successful in our investment endeavors and to ensure that we have a portfolio that is going to provide us with consistent rewards we must fully understand r... Read >
Author: Robert Palmer21st August 2006
Should I buy a property or should I rent a property?
I am sure that this is a question that many of us have asked on numerous occassions and the answer is not always clear. But what is clear is that there are a few factors that will always influence ou... Read >
Author: Anelize Hendrikz24th July 2006
Copyright 2006 Rafael Velez
You could spend as much time in retirement 30 or even 40 years as you have spent saving for it. That is why planning for your retirement savings to generate income is critical. Developing a solid plan and appropriate i... Read >
Author: Rafael Velez13th July 2006
Copyright 2006 Equitrend, Inc.
Modern Portfolio Theory altered the investment landscape forever when it was introduced in the 1950s by Nobel Prize winning economist Harry Markowitz.
Virtually every financial planner and money manager touts its tenet... Read >
Author: john McClure13th July 2006
Copyright 2006 Michael Saville
Paying a load is akin to throwing away most or all of the supposed advantage you get from having a salesman choose a fund for you. If it's true that asset allocation accounts for 95 percent of investment results over long... Read >
Author: Michael Saville23rd April 2006
Investment mistakes happen for a multitude of reasons, including the fact that decisions are made under conditions of uncertainty that are irresponsibly downplayed by market gurus and institutional spokespersons. Losing money on an investment may not be ... Read >
Author: Steve Selengut17th February 2006
I have been dealing with the brokerage industry for over 10 years and during that period I have found many instances that mutual funds were excellent recommendations for clients. Those days are essentially over. I know you are aware of ETF's. These are ex... Read >
Author: Larry Potter16th February 2006
Wall Street Institutions pay billions of dollars annually to convince the investing public that their Economists, Investment Managers, and Analysts can predict future price movements in specific company shares and trends in the overall Stock Market. Such ... Read >
Author: Steve Selengut20th January 2006
Wall Street Institutions pay billions of dollars annually to convince the investing public that their Economists, Investment Managers, and Analysts can predict future price movements in specific company shares and trends in the overall Stock Market. Such ... Read >
Author: Steve Selengut01st December 2005
The reason people assume the risks of investing in the first place is the prospect of achieving a higher rate of return than is attainable in a risk free environmenti.e., an FDIC insured bank account. Risk comes in various forms, but the average investor... Read >
Author: Steve Selengut18th November 2005
One of the holy grails of investing is the ability to achieve a decent return without volatility. After all, I think we all learned somewhere along the line that the shortest distance between two points is a straight line. To say we are a long way from ac... Read >
Author: Glenn Dahlke06th October 2005
Let's face it, you're on a roll. After getting down to your attorney's office to sign the new Living Trust and then diligently tracking down your assets to fund the trust, you should be congratulated. You're one of the responsible ones - 70% of the people... Read >
Author: Glenn Dahlke20th September 2005
There's a rumor going around that the Mutual Funds are broken and just can't work anymore, for a multitude of reasons. They've tried index funds, but these, too, have been less than impressive since they hit the street a few years back, and are now being ... Read >
Author: Steve Selengut
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