Archive for December, 2011

DC Assets Eyed By Investment Giants

DC Assets Eyed By Investment GiantsNews from Workforce Management: Two giants of the alternative investment management world—Bridgewater Associates LP and AQR Capital Management LLC—are turning their attention to the defined contribution plan market. With their sights set firmly on the trillions of defined contribution plan assets expected to move into customized target-date funds before the […]

An Updated Enhanced Income Investing Strategy For Comcast

An Updated Enhanced Income Investing Strategy For ComcastNews from Seekingalpha.com: By Mark Bern, CPA CFA Comcast (CMCSA) stock remained above our target price in our first attempt to purchase the shares through the use of our strategy. Those who read my first article on Comcast (here) will recall that we picked up $ 80 profit […]

Exemptions for 401(k) Investment Advice Become Final

Exemptions for 401(k) Investment Advice Become FinalNews from Workforce Management: U.S. Labor Department rules spelling out permissible scenarios for giving investment advice to 401(k) and IRA participants without violating prohibited transaction rules are now final. The exemptions, first announced Oct. 27, allow for providing investment advice under one of two scenarios: through the use of […]

Boring Investment Advice for the New Year

Boring Investment Advice for the New YearNews from Mother Jones: If you have money to invest, the most important thing you can do is pay off your credit cards and any other high-interest loans you might have. But if you’ve done that, then you have to decide what to do with the money you have […]

Year-end investment strategies for small business owners

Year-end investment strategies for small business ownersNews from Globe and Mail: david sung Special to Globe and Mail Update Published Wednesday, Dec. 28, 2011 6:00AM EST If you’re a high net worth individual, business owner or incorporated professional, year-end is a great opportunity to review your investment portfolio and evaluate your year-end tax strategies. As […]

12 essential investing tips for 2012

12 essential investing tips for 2012News from Bankrate.com: investing By Dr. Don Taylor, Ph.D., CFA, CFP • Bankrate.com This is my 13th year of writing “top 10” investing tips to get you thinking about changes you can make to your finances for the coming year. As always, I wish you a healthy and prosperous new […]

Alternative Strategies Allocation

Alternative Strategies AllocationNews from Seekingalpha.com: Recently my partner and I participated in the webinar about Alternative Investment strategies and how to position them in your portfolio. We also discussed the types of alternative strategies that are out there. We also talked about what is commonly called the Endowment Model and below is the performance of […]

Financial advice extends beyond planning, ranging from managing funds to investment choices

Financial advice extends beyond planning, ranging from managing funds to investment choicesNews from Economic Times: There is a flurry of activity in the financial planning and advisory space. The practice of earning a commission from the producer is on its way out and several advisers are designing value propositions to earn a fee from the […]

Investment fund pushes for AOL strategy shake-up

Investment fund pushes for AOL strategy shake-upNews from Yahoo Finance: By Yinka Adegoke and Sinead Carew (Reuters) – Activist investment fund Starboard Value has taken a 4.5 percent stake in AOL Inc and is pushing for a meeting with the Internet company’s chief executive and the board to address what it sees as strategic failings. […]

Golden Investment Advice For the New Year

Golden Investment Advice For the New YearNews from Town Hall: 2011 is not going to go down in the history books as a particularly good year for investors, particularly for those of us closer to the middle-income range of the economic scale.  This was the year millions of Americans watched the stock market recover only […]

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