|
What's Hot? |
Resources |
Passing on the family cabin By Gene Walden When cabin owners pass their cabins onto siblings or other relatives, it can create such disharmony that those special family bonds are broken and the good times turn to ill will and even law suits. Here's some steps you can take to keep the family happy when you pass on the family cabin: Part I Part II |
Research Central
Our hand-picked list of the best free investment sites on the Web. Go |
Identity theft: Thwarting the 'Crime of the 21st Century' By Gene Walden Before he became a financial advisor, Mike Miller was a police officer for 20 years and a graduate of the FBI National Academy. That’s why Miller was a little surprised to find himself the victim of identity theft—not once, not twice, but on three separate occasions. How can you avert ID theft--or minimize the damage after it happens? Here are some tips to keep your good name safe. More |
More from Gene Read more commentary and excerpts from award-winning author and columnist Gene Walden
Open Archive |
Bring your appetite By Gene Walden If you're looking for a burgeoning trend to invest in, you might consider the bulging waistline of the American consumer. We're eating more, dining out more and packing on more pounds than ever before. Our growing appetite has spawned a universe of food-investment opportunities that is expanding almost as quickly as the average American belt size. More |
Test yourself What kind of investor are you? Find out with our quick quiz. Take the test |
|
What happens after the hearse pulls away? You have a will, a portfolio of investments and a hefty life insurance policy to keep your family afloat after you die. But there's another step you may wish to take to put your affairs in order--a comprehensive estate plan. If properly prepared, it can help make your life easier now and your family's life much easier later. More
Shopping for a better advisor Retirement is barreling down on Baby Boomers like a runaway tram. Many boomers are wondering how their modest nest egg can possibly bankroll two or three decades of retirement. If you’re looking for a better advisor with a greater emphasis on long-term planning, where should you turn? More |
Wealth Marketing . . . for financial professionals and other service providers Ready to Grow? + Build a pipeline of affluent new clients
+ Add some muscle to your marketing Start here |
|
ETFs make diversification cheap and easy
If you’re looking for a quick, cheap, easy way to buy a stake in the stock market, you might consider “exchange-traded funds” (ETF). ETFs are similar to mutual funds in that they give small investors the ability to buy a diversified basket, but they also feature some important benefits that traditional mutual funds don’t offer. More |
Buying stocks commission-free
Guide to ethical investing |
|
Annuities, retirement funds and other reader questions By Gene Walden If you have money to invest, there’s an annuity out there with your name on it—at least that’s the message some advisors give their clients. But you need to weigh the pros and cons before you sign the dotted line for any of these long-term investment contracts. More on annuities and accessing your retirement funds |
Books and C Ds
Geme Walden's latest
|
|
Either way, there's risk We live with risk in nearly every phase of life -- every step we take and every decision we make. Allocating your assets is no different. Whether you're investing in mutual funds or stashing cash under your mattress, every move you make involves some type of risk. The success you achieve as an investor is determined to a great degree by how you manage the delicate balance between risk and reward. More on risk |
Investment Glossary
What's what? Learn investment terms in our online glossary. Open |
|
Leaving your best wishes behind When they compared notes, Jay Carlson and Richard Hegener realized that the nightmare they faced when their fathers died was probably not all that different from the scenarios millions of grieving Americans face each year. That led to their creataion of LegacyWish, a software program that helps people organize the estaate process and provides emotional guidance to those you leave behind. More |
Allocation Guide
How should you divide your assets? Find out in our free Guide to Asset Allocation. Guide |
|
A ruling to protect investors--striking down the 'Merrill Lynch rule' In an era when the financial services industry has been accused of exploiting lax consumer protection laws to stick it to their customers, a U.S. District Court recently struck a rare blow for the consumer. The court struck down the SEC's broker-dealer exemption law—known as the “Merrill Lynch rule”—that gave brokers many of the same benefits of a registered investment advisor (RIA) without the same obligation to serve the best interests of their clients. More
Housing swoon is a boon to rental investing As mortgage foreclosures rise and home sales slump, there's another side to the housing market that is quietly enjoying a recovery. The apartment market, battered and beaten the past few years, is finally rewarding long-suffering investors for their patience. More |
More resouces: Time for a new broker? How to put your investment advisor to the test
Finding Values with P/E Ratios
High-Dividend Stocks to Watch
REITS: Easier Real Estate Investing
|
|
Investing in a strong global market Housing is down. Gas prices are way up. Yet the stock market continued to climb and the U.S. economy continues to chirp along in a positive direction. What’s keeping us afloat? One significant factor: a strong global economy. More on global investing |
Analyze stocks Learn how to do an in-depth analysis of a company's financials. Stock Analysis |
|
Navigating the Roth maze By Gene Walden The Roth IRA is a text-book case of too many lawmakers with too much time on their hands. Instead of giving us a straightforward retirement account that every American could use, Congress loaded it down with enough limitations, qualifications and stipulations to keep a team of tax attorneys scratching their heads. Here's help . |
|