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The Motley Fool
December 29, 2006
Dan Caplinger
Make Your Inheritance Count Exactly how you integrate inherited assets into your own finances depends on a number of factors. mark for My Articles similar articles
The Motley Fool
December 29, 2006
Dan Caplinger
Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive. mark for My Articles similar articles
The Motley Fool
August 31, 2006
Dan Caplinger
Managing Mom's Money: Part 3 You're in charge of a parent's finances. Now you need to talk with the financial advisors. We'll show you how. mark for My Articles similar articles
The Motley Fool
August 31, 2006
Dan Caplinger
Managing Mom's Money: Part 4 Managing a parent's finances takes a lot of hard work. You've gathered what data you need on your parent's finances. Here's how to put that information into action. mark for My Articles similar articles
Investment Advisor
June 2009
Vaughan Scully
ETF Advisor: ETFs for Cash Over the past year, ETFs holding money market securities -- Treasury, municipal, and corporate bonds that mature in less than a year -- have sprung up to give investors a "cash-equivalent" ETF option. mark for My Articles similar articles
The Motley Fool
July 30, 2004
What Do Wills Really Do? Don't neglect preparing a will. It can help you in more ways than you think. mark for My Articles similar articles
The Motley Fool
May 15, 2006
What a Will Does A will probably does more than you expected. It can save you and your loved ones money, for one thing. mark for My Articles similar articles
AskMen.com
Michael Estrin
Personal Finance: Inheritance 101 Here's a broad overview of the issues you'll face when a relative, friend or even an acquaintance leaves you an inheritance. mark for My Articles similar articles
The Motley Fool
January 3, 2007
Inherited Stock and Taxes How do you account for inherited stocks, for tax purposes? mark for My Articles similar articles
The Motley Fool
August 31, 2006
Dan Caplinger
Managing Mom's Money: Part 2 You know you need to step in and manage a parent's finances. Now what? mark for My Articles similar articles
Financial Advisor
October 2008
Marla Brill
Ready For Harvest Rounding up investment laggards to harvest tax losses is a good idea toward the end of any year in taxable accounts, but this year there is added incentive. mark for My Articles similar articles
Financial Advisor
January 2012
Gail Liberman
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. mark for My Articles similar articles
The Motley Fool
January 22, 2007
Selena Maranjian
What Do Wills Really Do? Wills probably do more than you expected. Here are some examples. mark for My Articles similar articles
The Motley Fool
March 12, 2007
Dan Caplinger
The Best Stocks for Your Heirs Investors, should you increase your risk exposure for your children's and grandchildren's sake? mark for My Articles similar articles
Financial Planning
December 1, 2005
Michael Provine
A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio. mark for My Articles similar articles
The Motley Fool
August 31, 2006
Dan Caplinger
Managing Mom's Money: Part 5 Managing a parent's finances requires dedication, hard work, tenacity, and fortitude. Here's how to keep a parent's finances running as smoothly as possible. mark for My Articles similar articles
The Motley Fool
May 20, 2010
Amanda B. Kish
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. mark for My Articles similar articles
The Motley Fool
October 27, 2006
Dan Caplinger
ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds. mark for My Articles similar articles
Registered Rep.
January 27, 2011
Stan Luxenberg
Don't Dump Your Muni Mutual Funds The municipal default rate remains tiny, and yields on high-quality bonds are relatively rich. mark for My Articles similar articles
The Motley Fool
April 28, 2005
Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF). mark for My Articles similar articles
Financial Planning
February 1, 2010
Martin M. Shenkman
Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them. mark for My Articles similar articles
The Motley Fool
October 1, 2004
Accounting for Inherited Stock There's a big difference, taxwise, between inheritances and gifts. mark for My Articles similar articles
The Motley Fool
February 10, 2004
Dayana Yochim
The Windfall Whipsaw The author looks at some of the complications that accompany a financial windfall and offers tips on preparing to be an inheritor. mark for My Articles similar articles
The Motley Fool
June 30, 2011
Selena Maranjian
Make Money in Junk Bonds the Easy Way There's no need to guess which junk bonds will perform best. mark for My Articles similar articles
The Motley Fool
October 5, 2011
Selena Maranjian
Make Money in Oil and Gas Exploration the Easy Way There's no need to guess which energy explorer will fare best with the iShares Dow Jones U.S. Oil and Gas Exploration Index ETF. mark for My Articles similar articles
National Real Estate Investor
March 1, 2003
Jim Arbury
Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners. mark for My Articles similar articles
The Motley Fool
September 5, 2007
Mary Dalrymple
Your Inheritance, Lost You can't predict the twists and turns in life that may affect your dreamed-of inheritance. Timing, taxes, restrictions, and plain-old human nature may change things dramatically. In other words, don't count on your nest egg before it hatches. mark for My Articles similar articles
The Motley Fool
April 25, 2007
Dan Caplinger
An ETF Strategy To Save You Money A favorite mutual fund might have a matching ETF -- with lower expenses. mark for My Articles similar articles
The Motley Fool
May 18, 2010
Dan Caplinger
These 5 Free Vanguard ETFs Make a Winning Portfolio What's the best way for ordinary investors to create a diversified portfolio using solely Vanguard ETFs? Here's one possible lineup. mark for My Articles similar articles
On Wall Street
June 1, 2012
Dave Lindorff
Is It True Bonds Have More Fun? A multi-year shift by investors out of equity mutual funds and into equity exchange-traded funds is now broadening to include fixed income, too, as investors seek lower fees as well as the relative ease of shifting asset allocations afforded by ETFs. mark for My Articles similar articles
The Motley Fool
October 31, 2011
Selena Maranjian
Make Money in Promising Real Estate Stocks the Easy Way If you expect the real estate industry to thrive over time because they're not making more land, the iShares Dow Jones US Real Estate ETF could save you a lot of trouble. mark for My Articles similar articles
Registered Rep.
December 1, 2005
Stan Luxenberg
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly. mark for My Articles similar articles
The Motley Fool
September 1, 2010
Amanda B. Kish
How to Win at the ETF Game Make cost one of your primary objectives when shopping for exchange-traded funds or other investments. mark for My Articles similar articles
Registered Rep.
August 27, 2012
Stan Luxenberg
Bill Gross' New Trick PIMCO's Total Return ETF has proven the skeptics wrong and outperformed the flagship fund that shares its strategy. mark for My Articles similar articles
The Motley Fool
November 21, 2011
Selena Maranjian
Make Money in Oil and Gas Exploration and Production the Easy Way If you expect the oil and gas industry to thrive due to our planet's growing demand for energy, the SPDR S&P Oil & Gas Exploration and Production ETF could save you a lot of trouble. mark for My Articles similar articles
Financial Planning
November 1, 2007
Donald Jay Korn
Thick or Thin? A few ETFs account for most of the trading volume in this popular asset class. The rest merit close scrutiny -- for costs, liquidity and diversification. mark for My Articles similar articles
The Motley Fool
October 16, 2009
Amanda B. Kish
The Next Investment Bubble If you're simply following the crowd because you think bonds are the place to be right now, be careful. This corner of the market may be getting pretty inflated and could very well let investors down. mark for My Articles similar articles
The Motley Fool
October 6, 2006
Zoe Van Schyndel
Boring Bond ETFs? For income and diversification, consider bond ETFs. mark for My Articles similar articles
On Wall Street
December 1, 2011
Ann Marsh
All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans. mark for My Articles similar articles
The Motley Fool
September 6, 2005
Dayana Yochim
Why Windfalls Make Us Worry What at one moment seems like a wonderful opportunity often becomes tainted with guilt and confusion at best, and sibling rivalry and financial paralysis at worst. With these steps, you can avoid the agitation that too often comes with an inheritance. mark for My Articles similar articles
The Motley Fool
June 25, 2010
Dan Caplinger
The ETF Wars Are Getting Silly Having more choices isn't always better for investors. mark for My Articles similar articles
The Motley Fool
September 28, 2007
Amanda B. Kish
The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not. mark for My Articles similar articles
The Motley Fool
November 30, 2011
Selena Maranjian
Make Money in Growing Realty Stocks the Easy Way If you expect the real estate market to thrive when the economy eventually and inevitably recovers, the iShares Cohen & Steers Realty Majors ETF could save you a lot of trouble. mark for My Articles similar articles
The Motley Fool
June 28, 2011
Selena Maranjian
Make Money in Natural Gas the Easy Way There's no need to guess which natural gas company will perform best. Exchange-traded funds offer a convenient way to invest in sectors or niches that interest you. mark for My Articles similar articles
The Motley Fool
January 13, 2011
Selena Maranjian
Make Money in Oil and Gas the Easy Way Demand for oil and gas isn't going away anytime soon. mark for My Articles similar articles
The Motley Fool
April 1, 2011
Selena Maranjian
Make Money in Transportation the Easy Way There's no need to guess which transportation company will perform best with the iShares Dow Jones Transportation Average ETF. mark for My Articles similar articles
The Motley Fool
January 25, 2006
Dayana Yochim
Get Trustworthy Tax Help Do you need a helping hand figuring out your return? If you had unusual gains or decreases in income, or a boost in assets via inheritance, or some other windfall, you might want to consider getting a pro's input. mark for My Articles similar articles
The Motley Fool
October 22, 2008
Zoe Van Schyndel
R.I.P., ETFs? As so many big Wall Street firms merge or collapse, ETFs have not been spared from the carnage. The credit crisis could send a slew of funds to their graves. mark for My Articles similar articles
The Motley Fool
May 11, 2009
Dan Caplinger
Don't Buy This New Investment Wait to see how active ETFs do before you jump in. mark for My Articles similar articles
Financial Advisor
June 2008
Marla Brill
The New ETF Frontier This spring, after over seven years of SEC evaluation and paper shuffling, a handful of actively managed ETFs finally debuted. mark for My Articles similar articles