Dec, 16 2011

Give Your Kids the Gift of Financial Know How

Give Your Kids the Gift of Financial Know How

Teaching your kids how to manage money is one of the greatest gifts you can give. Here are some ideas for turning financial gifts into teachable moments.

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Dec, 14 2011

Understanding Risk-Adjusted Returns – Using the Sharpe Ratio to Evaluate Funds

Understanding Risk-Adjusted Returns – Using the Sharpe Ratio to Evaluate Funds

Sharpe ratio is a measure to help investors make smart risk-based decisions for achieving the returns they’re trying to obtain with as little risk as possible.

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Dec, 12 2011

5 Things to Know About Investment Advisors

5 Things to Know About Investment Advisors

Understand the differences between advisors and brokers, how they are compensated, and what level of obligation they have in making investment recommendations.

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Dec, 9 2011

Harvesting Your Losses without Exiting Your Long Term Strategy

Harvesting Your Losses without Exiting Your Long Term Strategy

With this year’s volatility, you are likely to have some holdings with unrealized losses. Consider selling those losers before the year ends for tax benefits.

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Dec, 8 2011

Jem5: The Best Emerging Markets ETFs

Jem5: The Best Emerging Markets ETFs

Emerging Markets ETFs may be a sensible addition to a long term growth investor’s portfolio. See what we recommended for Kate, this week’s Jem5 investor.

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Dec, 5 2011

Will the European Debt Crisis Lead to a Credit Crunch?

Will the European Debt Crisis Lead to a Credit Crunch?

The Eurozone debt crisis has been a concern for months. But what is it exactly that will happen to the banking system if indebted nations start to default?

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Dec, 2 2011

5 Domestic Ways to Get Yields Comparable to Italian Bonds

5 Domestic Ways to Get Yields Comparable to Italian Bonds

Does the increase in Italian bond yields have you salivating for 7%+ returns? Here are some tips for finding attractive returns, here on the home front.

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Dec, 1 2011

Avoiding the Pitfalls of ETF Investing

Avoiding the Pitfalls of ETF Investing

ETFs have many benefits. But, proceed with caution when considering ETFs that offer exposure to a sophisticated and exotic new asset class.

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Nov, 28 2011

Five Ways to Trim the Fat from Your Portfolio

Five Ways to Trim the Fat from Your Portfolio

As end of year approaches, it’s a good time to review your portfolio to see where you can maximize performance. Here are 5 tips to optimize your portfolio.

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Nov, 25 2011

Finance alla Berlusconi: Understanding Yield Spreads

Finance alla Berlusconi: Understanding Yield Spreads

The relative measurement of yield spreads indicate what’s really going on in credit markets. Find out how they can be used in making your investment decisions.

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