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George Sisti, CFP, is a certified financial planner practitioner and the founder of On Course Financial Planning, a fee-only Registered Investment Advisor firm.
Our editors provided additional information about Form 40-17G: Fidelity bond filed pursuant to Rule 17g-1 of the Investment Company Act of 1940.
I'm in a crabby mood. Why not spread the joy around? Welcome to today's deliberately inflammatory column.
Federal Reserve officials raised the possibility that they might begin removing aggressive stimulus sooner than anticipated, as they neared agreement on an exit strategy, according to minutes of their July meeting.
African governments are on pace to issue a record amount of bonds in 2014 for a second consecutive year, jumping at the opportunity to borrow at low interest rates to fund infrastructure and other spending.
I write about investment strategies. My philosophy is that it is hard, but not impossible, to beat the market, and that it is easy, and imperative, to save on taxes and money management costs.
The U.S. housing market roared in July, but investors may want to tiptoe rather than jump into the sector, analysts and fund managers say.
For merger arbitrage funds playing this year's hot deal-making market, one exchange-traded fund has pulled ahead - on the upside and the downside.
San Francisco-based Wells Fargo, led by Chairman and CEO John Stumpf, is eager to double assets under management to $1 trillion over the next decade.
Unfortunately, the SEC has not followed the example of the Surgeon General and does not require such warning labels on ETFs and mutual funds.
In an update of Asia equity strategy dated Monday, HSBC's Herald van der Linde , head of equity strategy, Asia Pacific, and fellow strategist Devendra Joshi ask, "Is it time to overweight India?" The answer, they write: "We don't think the time is right yet for us to change our neutral weighting.
And let's say it is invested with an average return of 12%, such as growth stock mutual funds, or whatnot.
HILSENRATH'S TAKE Federal Reserve officials have been making progress on developing a blueprint for the mechanics of future interest rate increases, a project that has occupied much of the agenda of their past three policy meetings.
Amit Chopra is a Certified Financial Planner professional who has been working with clients at Gary Goldberg Financial Services since 2006.
Money market accounts are a $2.6 trillion industry that impacts nearly every investor who parks cash, so a new SEC rule has major ramifications for a large number of investors.
The stock market isn't the only place that's been signaling jitters among investors.
Updated: Thu Aug 21, 2014 04:17 am
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