I recently ran across a great little (literally – less than 100 pages and small size) book on investing. The title is “The Investment Answer” and is sub-titled “The Five Key Decisions Every Investor Needs to Make”. It ...(more)
For an individual investor – the little guy in the world of huge Wall Street firms, banks and insurance companies – the big question is “who can I trust?”
Several weeks ago a high level executive at Goldman Sachs (GS) ...(more)
There is an old saying about building your house on a rock instead of sand – of course I can’t remember exactly how it goes but you get the idea. There is a tendency among the naturally trusting public to assume that ...(more)
Do you want to make a Roth IRA contribution, but your income is over the limit to do so? There is a trick that some people can use to make contributions to Roth IRAs even if they have high income levels. This won’t ...(more)
This article is part of a series dealing with financial planning for multiple sclerosis. To see other articles, you can click here.
If you’ve just learned that you either might have multiple sclerosis and the ...(more)
O.k. I know, we all know where are children live. But based upon my experience this tax season, military members may not be aware of where our children live for taxes.
First, let me remind you. I'm not a lawyer and ...(more)
When a company first goes public, in other words—makes shares of its stock available to the general public for purchase—it has an initial public offering (IPO). Before the IPO an investment bank is responsible for ...(more)
Companies generally start out as privately owned entities. Even when owned by 300 different partners, their shares are not available to the public so they are considered private. If a company needs to raise money for ...(more)
Investing for growth has always centered on an unshakable faith in the future value of an asset. In the golden age of investing in the 80’s and 90’s, cash was literally thought of as trash. Investors used to be able ...(more)
“If it really was a no-brainer to make it on your own in business there’d be millions of no-brained, harebrained, and otherwise dubiously brained individuals quitting their day jobs and hanging out their ...(more)
I'm surprised by the number of people who have posted questions to this website (www.brightscope.com) asking about how or where to find an old 401K, 403B or other company retirment plan from a previous employer. Are ...(more)
Not every expat is a backpack-toting hosteler.
“April 15 is lurking around the corner, so if you have yet to file your federal tax return, it’s time to set aside a few hours, gather together your financial records, ...(more)
Most people spend more time planning where they are taking the family on a summer vacation rather than on how they will invest their 401(k). And it’s hard to blame them. Staring at a list of 30 + mutual funds they have ...(more)
So easy to make this yours, right?
“You find peace by coming to terms with what you don’t know.”–Naseem Nicholas Taleb
Imagine yourself in a room with 99 other average people. What’s the average weight? If you’re a ...(more)
Combining a 401(k) with the benefits of a ROTH can be very powerful, especially for those in the top tax brackets. In addition to the many benefits of a ROTH 401(k), the recently enacted American Taxpayer Relief Act ...(more)
During long uptrends in the stock market, most advisors rarely concern themselves with what their exit strategy would be if things do not go as planned. At Fabian Capital Management, we find ourselves on looking deeper ...(more)
“Don’t panic.”–Douglas Adams
The headlines made for some potentially scary reading.
Breaking: Two Explosions in the White House and Barack Obama is Injured
The impact on the markets was swift and precipitous, with ...(more)
Your company's employee stock purchase plan (ESPP) can be a strong financial benefit. The skimpy interest rates currently offered by many other investment vehicles, such as CDs and money-market accounts, have made ESPPs ...(more)
A growing number of companies are making stock grants that base your profit on more than just your continued employment or an increase in the company's stock price. As companies take a portfolio approach to stock ...(more)
If you are like many executives, insider trading restrictions cause recurring headaches for you and your company. When you receive a significant portion of your compensation in stock options, restricted stock/RSUs, or ...(more)
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BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.