Beware: Higher Yielding Investments Can Have Higher Risks
Interest rates on bank CDs and money market funds have been at historic lows over the last several years. Sure,...
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June 5, 2011
Investments, Short QA
Investments, Short QA
Due Diligence on Stockbrokers Before Investing is Always Prudent
Question: A stockbrokers has solicited me to open a brokerage account with him. He seems like an honest person who...
January 6, 2011
Investments
Investments
What Does ‘Fiduciary’ Mean as it Applies to Financial Advisors?
The word fiduciary stems from the Latin root word fīdere, to trust. Applied to financial advisors, the term fiduciary ethos...
February 6, 2010
Estate Planning, IRA
Estate Planning, IRA
Opportunity: Convert Traditional IRA to a Roth IRA During 2010
Executive Summary: Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity...
November 23, 2008
Financial Affairs, Financial Management
Financial Affairs, Financial Management
Take a Critical Look at Financial Instruments
In the face of volatile investment markets, rising medical costs, increased taxes, and uncertain social security benefits, many retirees are...
April 6, 2008
Investments, Scam Alerts
Investments, Scam Alerts
Caveat Emptor – Stockbroker Fraud
Stockbroker Fraud Six months have passed since Betty's husband Joe died. Betty always let Joe handle the money matters. He...