Tag archive for ‘Money Managers’

• Rock Star Retirement: It’s Still Only Roth and Roll To Me

  22 June 10 • 1 comment

  

  Only 9% of Boomers are planning to make a Roth conversion in 2010, but 57% aren’t even aware of the opportunity.

  There are lots of reasons to love the Roth IRA:

  Click on the title above to see why.

• Six Tips to Get the Most Out of Wall Street’s Research

  7 May 10 • Comments Off

  Before relying on an analyst’s report, understand that reading it without putting it into context may cause you to underperform. Many reports are a form of marketing that are intended to remind clients the analyst is still worth calling. The more reports that are published, the more frequently the analyst’s name shows up in searches on large institutional information systems.

  Here are six things you can do to use analyst reports to make money:

• Don’t Hire This Guy

  5 March 10 • Comments Off

  For Psychic, Suit Came as Surprise You know there’s a problem when your money manager: Claims to be today’s Nostradamus; Names his company, Magic Eight Ball Distributing; Runs a website with wellness products like “Holy Tea.” According to the SEC and The New York Times, “America’s Prophet” may be “America’s Fraud.” You can find a [...]

• Wall Street Tips from Mark Twain

  21 February 10 • Comments Off

  October: This is one of the particularly dangerous months to invest in stocks. Other dangerous months are July, January, September, April, November, May, March, June, December, August and February.

  —Mark Twain

• Worst Case Wednesday

  20 January 10 • Comments Off

  

  Next week I’m starting an advice column for finance professionals: Worst Case Wednesday. It’s about what to do when the unthinkable happens. You’re late for a meeting—even worse, you sleep through it. The SEC shows up at your front door. Your client asks an uncomfortable question, inviting a white lie. You flunk the Series 7. [...]

• Top Ten Types of Stockbrokers #4

  2 December 09 • Comments Off

  These stockbrokers are tired, though. They’re resting on their laurels and no longer going the extra mile. Not open to new ideas. It’s now difficult to separate personal from business, and given the confusing relationship, you may find yourself wondering, WTF.

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