Leaving a job, whether voluntary or involuntary, often brings with it a number of headaches and obstacles that must be addressed. Dealing with retirement plans, health insurance, and other company benefits during this transition can be a nightmare. Most employees have questions about retirement plan accounts and what options are available for those accounts, and
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401(k) FAQs – What to Do After Leaving a Job
June 18th, 2013Markets Climb on Fed; Housing Starts Jump in May (DELL, ADBE)
June 18th, 2013The markets advanced again on Tuesday on anticipation of continued stimulus efforts by the Fed. The two-day meeting to discuss this policy began and investors wait for news to be released on Wednesday. Today was the sixth consecutive triple-digit move for the Dow, finishing up almost 140 points higher. It was reported that home construction
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Dynasty Trusts…Not Just for the Wealthy
June 18th, 2013With the words “trust fund” often come thoughts of entitlement, wealth, inheritance or other characterizations associated with people or families perceived to be wealthy. In the past, trusts have been used for many reasons, but the most typical use has always been to avoid or minimize estate taxes and leave as much money to heirs
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What is a QTIP Trust and How Can it Help You
June 18th, 2013It’s all about control and money. Proper estate planning can accomplish two main goals, estate tax minimization and control of assets after death. The Qualified Terminable Interest Property trust, also known as a QTIP Trust, is an estate planning tool that allows individuals to address both goals of tax minimization and maintaining control of assets
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Shares Push Higher Ahead of Fed Meeting; Dollar Ends Losing Streak
June 17th, 2013The markets edged higher on Monday as many await news from the upcoming Federal Reserve’s meeting regarding monetary policy plans for the US. Ahead of the meeting the dollar gained against the Japanese yen for the first time in five sesions. Faceb…
Using Absolute Return Funds to Hedge Against a Falling Stock Market
June 17th, 2013Buy low, sell high…right? Not necessarily. When many people think of investing in stocks, they think of purchasing a stock at one price and later selling it for a higher price to make money. Others may consider the dividends paid by some companies as a great way to make a return on an investment when
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Withdrawing Funds From Your IRA
June 17th, 2013Individual Retirement Arrangements (IRAs) provide tax efficient savings and incentives for setting aside retirement money. Because the IRS allows individuals to take a tax deduction, up to certain limitations, for the amount contributed to an IRA, they also place strict requirements on when and how money can be taken out of the account. While it’s
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Street Logs 3rd Negative Week in 4; Stimulus Worries Continue
June 14th, 2013Weekly Wrap Up Although the S&P 500 saw its best day since January 2 on Thursday, the major US indices slid lower for the week and it was the third weekly loss in the past four. Investors remain focused on the Fed’s plans to continue the record-low interest rates and the IMF suggested on Friday
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Stocks Fall on Friday; IMF Warns of Stimulus Exit (GRPN, LULU)
June 14th, 2013Although stocks had a great day on Thursday, the major indices continued the weekly slide on Friday on consumer sentiment and central bank worries. It was reported that consumer confidence dropped slightly in June after previously hitting a six-year high. The IMF cut its economic outlook for the US as well as warned that further
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Street Surges on Upbeat Data Despite Steep Japanese Slide
June 13th, 2013Bill Gates Shares 3 Things He’s Learned from Warren Buffett.
Japan’s Nikkei tumbled 6.4% on Thursday but the US markets were able to surge higher by the end of the day due to positive news from the jobs market and retail industry. Jobless claim…
Optimal Portfolio Rebalancing Frequency
June 13th, 2013Rebalancing an investment portfolio is one of the vague areas of finance and investments where academia presents a number of theories but carrying out those theories in practice isn’t quite as simple. As with many confusing areas of investing and personal finance, this is a topic that has been discussed and researched by countless academics,
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Dow Has First 3-Day Loss of 2013; Worries Linger Over Stimulus
June 12th, 2013On Wednesday it was reported that the US government’s budget gap widened to $139 billion in May, but the country is still on track for the smallest deficit in five years. The major indices fell for a third consecutive day and it was the Dow’s first negative three-day run so far in 2013. Stocks continue
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BoJ Policy Sends US and Global Stocks Lower; Yen Rallies (LULU, DOLE)
June 11th, 2013US and global stocks retreated on Tuesday on central bank stimulus fears and the Bank of Japan’s decision to make no changes regarding its monetary policy. The yen rallied the most it has in three years against the dollar after this news and the m…
Teaching Kids About Money
June 11th, 2013The benefits of teaching children about money are substantial. By understanding saving, investing, and borrowing, children can develop fiscally responsible habits, enabling them to be better prepared for financing their college education, to avoid debt problems, and to get on the road to a comfortable retirement. Unfortunately, most schools don’t teach children the basic financial
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ETFs vs Mutual Funds: Which Is Better?
June 11th, 2013Both mutual funds and exchange-traded funds (ETFs) provide investors with the opportunity to diversify their portfolios without having to pay the prohibitive trading costs that would normally be required, which particularly benefits retail investors, who tend to execute smaller trades. By investing in either a mutual fund or an exchange-traded fund, the investor indirectly owns
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Stocks End Mostly Lower Despite US Credit Upgrade (AAPL, BAH)
June 10th, 2013Despite Monday’s credit upgrade for the US from Standard & Poor’s stocks closed mostly lower. Nasdaq saw a small gain while both the S&P and Dow pulled back. The S&P cited the US’ ability to avoid the “fiscal cliff” as well as several economic improvements as reasons for the credit rating upgrade. Booz Allen Hamilton
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Markets See First Weekly Gain in Three, Jobs Data (AAPL, KKD)
June 7th, 2013 Weekly Wrap Up
Throughout the week investors anxiously awaited several economic reports and any reaction from the Fed about scaling back its bond purchasing program. It was announced on Monday that manufacturing activity slowed to the lowest rate i…
Jobs Report Causes Markets to Rally on Friday (WMT,TIVO)
June 7th, 2013The much awaited payrolls report was released on Friday, sending stocks higher by the end of the day. Payrolls rose more than originally forecast but not enough to push the Fed into making a decision about scaling back their bond purchases. The un…
Street Rebounds on Thursday; Dollar Slips Ahead of Friday’s Jobs Data
June 6th, 2013Despite back-and-forth trading the stock market was able to finish slightly higher on Thursday. Good news came from the job market where a drop in unemployment claims for the week was reported. Household wealth has grown by about $3 trillion in l…
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- 401(k) FAQs – What to Do After Leaving a Job
- Markets Climb on Fed; Housing Starts Jump in May (DELL, ADBE)
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Bernanke Hints at Scaling Back Stimulus; Dow Tumbles Over 200 Points
June 19th, 2013The Federal Reserve announced on Wednesday that there will be no change in its bond purchases at the moment, but by the end of the year it may begin to scale back the economic stimulus. Chairman Ben Bernanke said that if recovery continues at its …
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