Investment planning

Smart investing takes into account how gains are taxed. Financial planning Investors’ confidence in investing in U.S. public companies—and in audited financial information released by those companies—has risen to a seven-year high in 2014.

Actived: 6 days ago


Why investing in employees matters more than ever

(5 days ago) Why investing in employees matters more than ever. In late 2020, Robert Half’s Paul McDonald delved into the hiring outlook for 2021. The second part of that conversation addresses the ways organizations can keep those already on staff during COVID-19. McDonald, Robert Half’s senior executive director, says the businesses that already had

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The Dos and Don’ts of IRA Investing

(6 days ago) By ROBERT PRESTON · Mar 31, 2000 · 10 mins to read

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Tax-efficient investing in gold

(4 days ago) A brief history of investing in gold and typical investment vehicles While it is a popular investment today, gold ownership was restricted for years. President Franklin D. Roosevelt signed Executive Order 6102 in 1933, making it illegal to own more than a small amount of gold coins and bullion.

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10 Commandments of Mutual Fund Investing

(4 days ago) Clients can minimize taxable distributions by not investing in a fund just before its "ex-date"—the date the fund pays distributions. For example, assume a client buys shares in a fund for $8.50 per share just three days before the fund pays its quarterly dividend. If the fund makes a distribution of 50 cents per share, the client now has

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Investing Dos and Don'ts for This (and Every) Market Cycle

(4 days ago) Mark Twain wrote, “History doesn’t repeat itself, but it does rhyme.” With the recent extraordinary events that have rattled the markets and investors, it pays to heed historical precedent and apply (often forgotten) lessons to the current economic cycle. These dos and don’ts should help investors navigate the currently volatile

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Hedge Fund Investing

(6 days ago) Recommend clients investing in hedge funds employ only discretionary capital reserved for speculative investments. Thoroughly review a hedge fund’s offering documents and compare them with the client’s investment objectives, financial condition and tax situation before recommending investment in such funds.

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Don’t Invest for Clients—Plan for Them

(9 days ago) By investing in the mutual fund instead of using that money to repay the loan, Mary is actually losing money—a fact most investment advisers would overlook—due, in part, to annual income taxes on the mutual fund. After paying taxes on capital gain and dividend distributions, Mary’s return shrinks to 8%.

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Corporate Governance and Client Investing

(5 days ago) These professionals, Framson notes, have tools at their disposal to make the right decisions about corporate governance investing. For example, he says, managers can learn a great deal about a company by “going to corporate headquarters and meeting the CEO.”

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Investing Ideas and Opinions Only a Click Away

(7 days ago) A report from Cogent Research, Social Media’s Impact on Personal Finance & Investing, identified three major trends among investors: Investors are highly engaged in social media. One out of four U.S. adults is engaged in social media that deals specifically with personal finance and investing.

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Socially Responsible Investing

(6 days ago) Community investing. A more direct way for clients to create social change is to invest in both the debt and equity of entities that work to bring about such change. Most community investing involves lending to inner city businesses, depositing money in banks that lend in underdeveloped neighborhoods or investing in mutual funds that engage in

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Finding out if one can prosper investing in loans

(7 days ago) Finding out if one can prosper investing in loans By Greg LaFollette, CPA/CITP, CGMA. Related. TOPICS. Personal Financial Planning; Technology; The online peer-to-peer (P2P) lending industry has become a viable alternative to standard banking over the past 10 to 15 years. As clients may ask about this, it's a good idea for CPAs to be at …

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Investing After 50

(4 days ago) Investing for the Second Half of Your Life, Charles R. Schwab, Three Rivers Press, New York, 2002. Miscellaneous Resources Investing for your retirement. The National Association of Investors Corp., a nonprofit educational group, helps people learn more about investing with a free information kit about investing in stocks.

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The Internet as an Investment Tool

(7 days ago) has wide-ranging information on investing, managing and spending money, chats with editors, the Boiling Point forum, Dr. Tightwad column, an eConsumer column and more. has market news, fund picks, stock picks, analyst research and alerts. Paying customers get access to premium features.

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What investors want to see

(6 days ago) The top five answers for issues that will affect investing decisions a lot were: Actions taken by the White House (45%). Actions taken by Congress (44%). Changes to U.S. tax policy (43%). Cyberattacks targeting personal financial information or the capital markets (42%). Rising cost of health care (42%).

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Tax-advantaged investing for an uncertain economy

(1 days ago) Investors and their advisers have weathered several years of turmoil, with market conditions often upending conventional investing approaches and related tax strategies. As recently as summer 2010, Federal Reserve Board Chairman Ben Bernanke testified before Congress that the outlook for the U.S. economy remained “unusually uncertain.”

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SEC Jurisdiction Over Investment Advice

(3 days ago) For example, if a CPA provides advice on the benefits of investing in securities as opposed to coins (not a security), this would constitute investment advice. Similarly, advice on what type of security to choose—bonds, stocks or mutual funds—would satisfy this element, as would advice on allocating certain percentages of assets among

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Picking the Right Benchmark

(2 days ago) In addition to investing according to either a value or growth philosophy, fund managers tend to follow a substyle. For example, both the Janus 20 Fund and the Dreyfus Appreciation Fund are large cap growth funds. But beyond this surface similarity, the two funds are very different.

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