Stocks

Picking the Right Financial Advisor

July 8, 2012

Financial advice is something many need, but few want to pay for. It’s not all that surprising that financial advisors tend to join the ranks of lawyers or used car salesman – the line between advice and salesmanship is often blurred. Financial Advice Dividing Lines By far the biggest differentiator in financial advice is how […]

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Target Date Funds: Is Convenience Worth the Cost?

June 18, 2012

Target date mutual funds seek to make retirement planning as easy as ever. Simply pick a date and a contribution level to let the target date fund manager do the rest for you. The goal for any fund company is to become a “one stop shop” for their clients. A target date fund gives much […]

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Dividend Recaps – Smart Policy, or Just More Politics?

June 10, 2012

Tax reform is ugly business in Washington. Few bills stir up either side of the aisle as much as discussion on tax policy – especially when the federal deficit is in the trillions annually. New corporate tax reform bills circulating through Washington are targeting dividend recapitalization and debt financing strategies often used by private equity […]

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Please, DON’T Buy Company Stock in Your 401(k)

May 22, 2012

A news item caught my eye today.  Yet again, employees are suing their own company (JP Morgan) for allowing them to buy company stock in their 401(k) plan while allegedly hiding known financial risks.  This lawsuit is just plain silly, a by-product of the litigious nation we live in.  Aside from the fact that their […]

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tradeMONSTER Review

April 22, 2012

The online discount broker tradeMONSTER is a newcomer, but its founders are anything but. The duo responsible for tradeMONSTER is made up of the same people behind optionsMONSTER, a media and reporting company that reports unusual options activity during the trading day. Let’s review what tradeMONSTER has to offer to compare it to other online […]

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Pairs Trade: Real Examples and Profit Potential

April 3, 2012

Pairs trades can be a great supplement to your investment portfolio if you’re just a passive investor or an active trader.  I’ve personally done several different types of pairs trades over the years and have had varying degrees of success.  Below, I’ll lay out some real-life examples and some recent trades in the news that […]

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