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Financial Focus
Investments (And Expertise) Can Make Great Mother's Day Gifts PDF Print E-mail
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Wednesday, 07 May 2008
Mother's Day arrives this Sunday. You could, of course, give Mom some flowers, and she'd probably appreciate them. But if your mother is a certain age, you might also want to make another type of gift - a gift that can help her enjoy the retirement lifestyle she's envisioned.
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Who's Looking Out for Individual Investors? PDF Print E-mail
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Wednesday, 23 April 2008
If you've been investing for a while, you know that there are few guarantees in the investment world and that, in one way or another, you're going to be taking some risks with your money. Still, you'd like to know that you're participating in a system that is fair to everyone and governed by rules. So you may ask yourself: "Who's looking out for me?"
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Time for Some Financial Spring Cleaning? PDF Print E-mail
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Tuesday, 08 April 2008
You may or may not engage in many of the typical activities of "spring cleaning" - uncluttering the attic, reorganizing your closets, touching up the paint, etc. - but you can almost certainly benefit from "sprucing up" your financial situation.
    As your survey your financial landscape, what areas might you want to tidy up? Here are a few suggestions:
    • Clear your portfolio of "redundant" investments. Over time, you may have built a sizable investment portfolio. But if you have too many investments that look alike, you may actually be hindering your progress toward your goals.
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Here's How You Can Keep Business "All in the Family" PDF Print E-mail
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Wednesday, 26 March 2008
If you own a small business, you've got a lot to think about: attracting customers, holding down expenses, keeping up with trends and competitors - the list goes on and on. In short, you do everything possible to make sure your business can support your family. But if you want to keep the business in the family after you're gone, you'll need to prepare a strategy - and the sooner you start, the better.
Of course, you could simply transfer your business to family members through the use of a will. However, the value of your business could contribute to a considerable estate tax burden for your heirs. (The future of estate taxes is unclear.
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What Can Investors Learn from Gardeners? PDF Print E-mail
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Tuesday, 18 March 2008
Spring is here. If you're a gardener, you know it will soon be time to put in your flowers or vegetables. But even if you don't have a green thumb, you can still take advantage of the season by "planting the seeds" for the growth of another valuable piece of property: your investment portfolio.
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