Home » Archive

Articles tagged with: mutual funds

Financial Planning »

[13 Apr 2011 | No Comment | ]

Question by Tony N: how can i become an independent financial advisor?i would like to become an independent financial advisor so i would like to know what licenses i can obtain on my own that can replace the series 6 and 7. i know i can take the 63 and 65 without being sponsored but what else is needed to start ( any other licenses?). i pretty much know how it works to use other companies like set up appointments to sell life insurance companies products and find myself a …

Investment Advice »

[4 Apr 2011 | No Comment | ]

Spring arrived for stock investors, but a winter chill refuses to let go of shareholders in bond mutual funds and exchange-traded funds.

Bond investors get ready for rising rates

Investment Advice »

[22 Mar 2011 | No Comment | ]

Funds provide new options to invest in real estate securities
NEWARK, N.J.–(BUSINESS WIRE)–Prudential Investments has added two new mutual funds to its real estate offerings. the Prudential U.S. Real Estate Fund (A: PJEAX) and the Prudential International Real Estate Fund (A: PUEAX) give investors the opportunity to focus on specific markets, and complement the existing Prudential Global Real Estate Fund. Prudential Investments is the mutual fund family of Prudential Financial, inc. (NYSE: PRU).
“Public real estate securities have gained acceptance around the world as an efficient means to provide …

Financial Planning »

[28 Feb 2011 | No Comment | ]

Investors showed in January that they are coming back strong to the stock market, and particularly in large-cap U.S. equity mutual funds. The question is, do you follow the herd or go against it?

Chuck Jaffe: Herd mentality steers investors to large-cap funds

Investment Advice »

[23 Feb 2011 | No Comment | ]

When you’re thinking about what should go into your retirement portfolio, ideally, it’s all too easy to get the order wrong, and focus on the investments first.
Which mutual funds should I pick? Which bond funds? Which stocks are the best?
In fact, the preponderance of your return is going to come from your asset allocation, i.e. the mix of stocks, bonds and cash in your account.
That’s the big question to focus on first: Not which stocks, not which mutual funds, but the overall balance of stocks, bonds, …

401(k)s & IRAs »

[24 Jan 2011 | No Comment | ]

Welcome Forbes.com Retirement, the newest website in the Moneysmartz retirement planning directory. Forbes.com Retirement provides the latest retirement and retirement planning news, information, and advice from Forbes.com. Special features include a recent report on Roth 401(k) plans and a 2006 report on Mutual Funds.
Forbes.com Retirement

Investment Advice »

[1 Jan 2011 | No Comment | ]

The terms active and passive management are often used when discussing mutual funds – what do the terms actually mean and what have some people concluded.Video Rating: 4 / 5
Nilesh Shah of ICICI Prudential & Dhirendra Kumar of Valueresearchonline.com.
This entry was posted on Friday, December 31st, 2010 at 11:00 pm and is filed under Mutual Funds. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
24. Mutual Funds 3: Active and Passive …

Money Management »

[20 Dec 2010 | No Comment | ]

Property Investment for Retirement
While most fortunes have been made as good as mislaid in a genuine estate business, most people overlook a worth of genuine estate investing when it comes to planning for retirement. there have been most good ways which we can let genuine estate set up a good little nest egg for your early early retirement as good as a sooner we proceed a routine a better.While there have been all kinds of bonds as good as mutual funds which upset even a most smart among us, genuine …

Investment Advice »

[25 Oct 2010 | No Comment | ]

SEQUENCE OF EVENTS A “PROFESSIONAL FINANCIAL ADVISORS (F.A)” CAREER -RESPONSIBILITIES, & DUTIES,
SEQUENCE OF EVENTS A “PROFESSIONAL FINANCIAL ADVISORS (F.A)” CAREER -RESPONSIBILITIES, & DUTIES,
SEQUENCE OF EVENTS A “PROFESSIONAL FINANCIAL ADVISORS (F.A)” CAREER -RESPONSIBILITIES, & DUTIES,
Author: MOHAMMAD WAHID ABDULLAH KHAN
Regarding personal financial advisor (F.A):A personal financial advisor is entrusted with the job of evaluating the presentation of companies or that of a portfolio of securities and providing expensive leadership to persons regarding the appropriateness of investments. Advices to individuals, corporate organizations and governments Financial Advisors have access to a full range of …

401(k)s & IRAs »

[19 Sep 2010 | No Comment | ]

SUMMARY
The market finally recovered some ground after five back-to-back monthly losses, and my portfolio benefitted from the market’s sudden enthusiasm too with a nice gain of 3.98%, the largest monthly gain in a while. since my portfolio is decidedly under-exposed compared to my benchmark, my monthly gain is dwarfed by the benchmark’s 4.45% expansion. On a year-to-date basis, both my portfolio and the benchmark lost about 3.30%.
TRANSACTIONS
I made some shuffling in my mutual fund positions to embrace the newly available option of BrokerageLink — a 401(k) plan feature that allows …