Asset Allocation in 2009: Best to Go with the Devil You Know

The stock market ended the year of 2008 posting one of its worst annual price performances ever. The Standard & Poor's 500 index dropped 38.5% for the year marking its worst performance since 1937’s 39% drop in the index. In fact it was the first time the index saw a 30% or more drop in price in those 71 years [more...]

Date: 2009-01-04 15:36:43

Blog posts (117) | Videos (92)
 

The Carnival of Smarter Investing # 21

Welcome to the Twenty First Edition of The Carnival of Smarter Investing! We're back with our November edition of CoSI, so sit back, relax, and enjoy this supersized gathering of featured articles by investors and writers in the areas of business and real estate [more...]

Date: 2009-01-13 22:06:06

CEFs' Dismal 2008 Performance: Better Outlook for 2009

As illustrated below, 2008 was a difficult year for closed end fund ((CEF)) investors ... % for 2008. CEFs paced the 38.5% decline for the S&P 500. Among the fund types, the allocation ... in the process of distribution reductions as their respective net asset values ((NAV)) have declined [more...]

Date: 2009-01-04 08:07:58

Sale of Business

The sale of a business usually is not a sale of one asset. Instead, all the assets of the business are sold. Generally, when this occurs, each asset is treated as being sold separately for determining ... on each asset is figured separately. The sale of capital assets results in capital gain or loss [more...]

Date: 2009-01-10 15:57:00

Personal Finance Blog Posts for this Week

Personal Finance Blog Posts for this Week Personal Financial Blog Articles of the Week Carnival of Financial Planning - January 10  2009 Edition ... needs trust (SNT) is a tool that lets families provide money to take care of their adult kids without [more...]

Date: 2009-01-10 23:35:37

Credit Suisse Swaps Assets for Aberdeen Stake

Credit Suisse Swaps Assets for Aberdeen Stake December 31, 2008, 8:39 am Credit Suisse Group said it would sell parts of its asset-management business to Aberdeen Asset ... reported. “This agreement enables us to focus our resources on our alternative investments, asset [more...]

Date: 2008-12-31 13:39:59

What Private Equity Can Teach Government About Rescue Investing

Treasury Secretary Hank Paulson’s $700 billion Troubled Asset Recovery Program. President-elect Barack Obama’s stimulus package, which could head north of $850 billion. Government rescues are coming [more...]

Date: 2008-12-22 10:45:00

Not All Hedge Fund Strategies Stink This Year

Geoffrey Rogow reports: Although losses and redemptions are drastically shrinking the entire hedge fund world, ... macro fund run by Brevan Howard Asset Management gained 3.7% in November, and is up 21.2% for the year [more...]

Date: 2008-12-18 15:39:10

Not All Hedge Fund Strategies Stink This Year

Geoffrey Rogow reports: Although losses and redemptions are drastically shrinking the entire hedge fund world, ... macro fund run by Brevan Howard Asset Management gained 3.7% in November, and is up 21.2% for the year [more...]

Date: 2008-12-18 14:44:27

What credit crisis? - Look at bank credit expansion

We have a credit crisis! No one can get credit! We have to solve the credit crisis and get money to those who need it! ... ? The credit market is different from other markets in that the allocation is not often rationed only [more...]

Date: 2009-01-11 20:19:00

Financial Resolutions for the New Year

The following is a guest post from Marotta Asset Management. Every year many of us make New Year's resolutions and then can't follow through because we claim we're too busy. The most common [more...]

Date: 2009-01-11 03:56:57

Trepidation About Quantitative Easing, Version 2.0

The Fed made official its move to quantitative easing today, ... Treasury securities. Early next year, the Federal Reserve will also implement the Term Asset-Backed [more...]

Date: 2008-12-17 10:28:49

Recall that in 2006 the fund returned -11% compared to 19% for the S&P/TSX 60 Index ... contracts to freeze the Fund’s asset value until we could determine whether or not that signal [more...]

Date: 2009-01-13 04:10:20

The Wisdom of John Bogle

The Wisdom of John Bogle John (Jack) ... . Wouldn’t you want to invest alongside that? Investment, speculation, asset allocation, mutual funds [more...]

Date: 2009-01-08 03:04:19

Asset allocation in pyramid form

Asset allocation in pyramid form by The Investor on January 8, 2009 [more...]

Date: 2009-01-09 15:21:43

Financial Goals for 2008: Reviewing Our Progress

A year ago I wrote up a list of financial goals for 2008. Today, I thought I’d take a look back at them and see how we did ... describing the changes that we made: Reconsidering Our Asset Allocation How to Manage Your Asset Allocation With Multiple Accounts Our Investment Portfolio: Asset Allocation and Location Market Turmoil [more...]

Date: 2009-01-02 22:28:10

Asset Allocation Revisited

If any single concept were the focal point of this blog it would be Asset Allocation.  Therefore, it is time to review this all important topic.  While each investor will set up an asset allocation plan to fit their financial needs ... of investing. Strategic Asset Allocation (SAA) is the “normal’ mix of assets given the objectives [more...]

Date: 2009-01-08 14:43:43

101 - 117 of 117 Posts
Page: First | < Preceding | Next >
0 | 1 | 2