All Articles Tagged "investment portfolio"
(Smart Money) – During the stock market’s recent swoon, J.J. Burns has been getting the same message from his clients. “Keep me out of the stock market,” they tell the New York–based adviser. But they also have another request: “Make me money in the market if it soars.” So Burns, who manages more than $300 million for clients, says he’s become a quick study on so-called alternative-investment mutual funds, products that seem to use every strategy invented except the one most of his clients are used to: buying and holding stocks. He’s attended seminars, read fund literature and even called pals who went to the Massachusetts Institute of Technology to help him figure them out. And slowly, he’s warming up to this newfangled form of investing. “They can be a way to stay in the stock market, safely,” he says.
(Wall Street Journal) – With all the talk of “systemic risk” and “too big to fail,” small investors might assume that the landmark Dodd-Frank financial overhaul bill has little bearing on their portfolios. They would be wrong. Buried in the bill’s 800-odd pages are the most sweeping regulatory changes for ordinary investors in decades, affecting everything from mutual funds and retirement plans to single-stock investments and other holdings.
(Smart Money) — There’s an old cliché that says when it comes to the markets, the trend is your friend. And investors who followed that principle in commodities made a killing last year, as everything from copper to oil posted double-digit gains. So far this year, though, the major commodity indexes are in negative territory. And that raises a question: Is the trend still your friend?
(TechCrunch) — The problem with most portfolio trackers on financial sites like Yahoo Finance is that they are a pain to set up and an even bigger pain to maintain. Typically, you have to enter each stock position by hand, and every time you buy or sell a stock, you need to manually record the change. Wikinvest is introducing its own portfolio tracker today with an obvious improvement: it links directly to all of your brokerage, 401(k) and other stock accounts and tracks positions and changes automatically.
(Forbes) — Journalist Lee Sheppard once remarked that a tax return is signed under penalties of perjury, and is not an opening offer! That’s true, but there are still plenty of times when you either made a mistake or discover something after filing that cries out for correction. You might receive a Form K-1 (or an amended K-1) from a partnership, LLC or S corporation after you filed your return. You might discover you omitted income, incorrectly reported your filing status, forgot to deduct all your business expenses or didn’t take advantage of a credit for your new hybrid car.