Responsibility of Trustee Managing Trusts with Investments
Question: I’m the trustee on my parent’s trust. Parts of the trust’s assets are held in the stock market. With...
test-standard
test-standard
test-standard
test-standard
test-standard
test-standard
June 21, 2011
Investments, Short QA
Investments, Short QA
Dividend Paying Stocks for People Starting to Plan for Retirement
Many of the companies that you want to own have Dividend Reinvestment Plans (DRIPs) in which you can accumulate shares...
June 20, 2011
Financial Planning, Retirement Planning
Financial Planning, Retirement Planning
What Do Most of Us Want More Of?
What would make most people happier? Better health? More friends? More time with children and grandchildren? Most people of any...
June 5, 2011
Investments
Investments
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,...
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...
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...