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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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool January 3, 2007 |
Inherited Stock and Taxes How do you account for inherited stocks, for tax purposes? |
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? |
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. |
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. |
The Motley Fool January 22, 2007 Selena Maranjian |
What Do Wills Really Do? Wills probably do more than you expected. Here are some examples. |
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? |
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. |
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. |
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. |
The Motley Fool October 27, 2006 Dan Caplinger |
ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds. |
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. |
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). |
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. |
The Motley Fool October 1, 2004 |
Accounting for Inherited Stock There's a big difference, taxwise, between inheritances and gifts. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool October 6, 2006 Zoe Van Schyndel |
Boring Bond ETFs? For income and diversification, consider bond ETFs. |
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. |
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. |
The Motley Fool June 25, 2010 Dan Caplinger |
The ETF Wars Are Getting Silly Having more choices isn't always better for investors. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |