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Investing

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Are Women Saving and Investing Enough?

by Jeff Rose on November 23, 2009

in Investing

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The Typing Room, 1956

Taking control of your financial future may be even more important for women than it is for men.  Just because women on average live longer, doesn’t necessarily mean that they come out ahead on retirement dollars.  There are many factors that contribute to women coming up short on their nest eggs in comparison to their male counterparts.  Here’s why women need to invest and save actively.
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What is a Penny Stock?

November 8, 2009 Investing
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Being employed in the securities industry has its fair share of unique and challenging situations. One situation that I always find comical is when a client calls me and wants to buy some obscure penny stock that they claim is the next “sure thing”. Each time this occurs, it never fails that the [...]

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How To Invest Your House Down Payment – Investment Time Horizon

November 4, 2009 Investing
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This guest post was written by ABCs of Investing – a new site for novice investors which offers a weekly short and simple investing posts.
One of the most valuable pieces of money management information I‘ve learned is the concept of investment time horizon.  The basic idea behind investment time horizon is that if you [...]

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U.S. Savings Bond Traps: Time to Cash In

October 29, 2009 Investing
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Did you buy U.S. Savings Bonds decades ago?  Or like me, received them as gifts from your grandparents? If you do, take a look at them before April 15 rolls around. Your bonds may have matured. That means they are no longer earning interest, and it also means you need to cash them in.  I [...]

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The Reemergence of Emerging Markets. Is it Time to Invest?

July 21, 2009 Investing
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photo credit: sylvar
While the major equity indexes in the United States are still struggling to regain their balance, global stock markets-particularly those in emerging markets-have been having a good year.The rapid development of emerging market economies, both in size and activities, is one of the most compelling stories in recent financial market history. These [...]

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What Kind of Investor Are You Right Now?

July 16, 2009 Investing
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photo credit: elarte studio
The last several months have left investors with a range of attitudes and feelings about investing.  I personally think I have had an upset stomach since last fall which I think is finally going away.  Can anybody else relate to that?  Finding investments that resonate with your attitude is [...]

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Is the Recovery Now or Later?

July 7, 2009 Investing
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photo credit: HelpAge
Whatever you happen to believe about the timing of the recovery, is it fair to say the majority of you want you to make sure you participate when it happens?
Would you also agree that participating in the recovery in a significant way will require equities?   If you think that, then how much [...]

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Don’t Let Rising Interest Rate Worries Get You Down

July 2, 2009 Investing
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This report was prepared by my firm LPL Financial.

photo credit: scraggy & fluffy
Bond investors have always worried about the impact of rising interest rates on their portfolios and rightly so. So, higher yields in the market translate to lower prices for existing holdings and investor worries about rising interest rates. Their worries have [...]

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How To Avoid Investment Fraud

July 1, 2009 Dollars and Cents
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This is another guest post from Joe Plemon from Plemon Financial Coaching. Joe is the Money Columnist for The Southern Illinoisan.
Q:  I read about how Bernie Madoff cheated investors out of billions of dollars through a Ponzi scheme. What is a Ponzi scheme and how can I avoid investment fraud?

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Should You Be Buying Municipal Bonds Right Now?

June 26, 2009 Investing
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This report was prepared by my firm LPL Financial
The municipal market may soon garner negative headlines if an expected large number of states and municipalities announce budget deficits with the July 1 start of their fiscal year. Municipal bond credit quality may therefore come under question, and investors need to be prepared. Budget strains were [...]

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How To Be Listed on Dow Jones Industrial Average

June 1, 2009 Investing
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The Dow Jones Industrial average is heading for a imminent change with the expected bankruptcy filing of auto giant General Motors. With the falling out of the once legendary blue chip stock, many of my clients have inquired to how companies get listed on the Dow Jones Industrial Average and when are they replaced.  I [...]

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Has Issuance of FDIC-Backed Corporate Bonds Already Peaked?

May 21, 2009 Investing
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In November 2008, the FDIC launched the Temporary Liquidity Guarantee (TLG) program to help issuers of corporate bank debt obtain financing during extremely illiquid and volatile market conditions. Banks participating in the program had to pay a fee, but it was more than offset by the substantially lower borrowing costs of issuing TLG debt rather [...]

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Greed or No Greed: Open That Case

May 8, 2009 Favorites
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On NBC you may have seen the game show called “Deal or No Deal” starring Howie Mandel and 26 wonderful ladies with their respective briefcases. The premise of the show is for the contestant to select random briefcases holding dollar mounts from $.01 to $1,000,000, trying to eliminate cases without picking the higher amounts. As [...]

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Ride The Yield Curve With Bonds

April 24, 2009 Investing

This report was prepared by my firm LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.
One of the areas of opportunity that I’ve been finding for my clients have been in the bond market.  Although, there are plenty [...]

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