Stock Portfolio

Is It A Terrible Idea To Own Shares In Your Company's Stock?

Reuters | Posted 05.16.2012

Read More: Investment Advice, Video, Stock Portfolio, Retirement Savings, Equity, Investment, Stock Market, Stock, Chesapeake Energy, Reuters, Your Money, Company Stock, Retirement Plans, Investors, Equities, Money News

By David K. Randall NEW YORK, May 15 (Reuters) - Buying stock that then falls sharply is painful, especially for investors who also ha...

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Paying More in Fees Can Get You Less in Returns

Dan Solin | Posted 01.22.2012

Read More: Assets, Investment Advice, Management-Fees, Stock Portfolio, Portfolio Management, Bonds, Business News
Dan Solin

I recently reviewed the portfolio of a young man who had inherited almost $1 million. He thought his portfolio was "well diversified" because almost all of it was invested in an S&P 500 Index Fund. Several issues were apparent, which you might be able to relate to your investments.

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Rich and Poor Serve Their Wall Street Masters

Dan Solin | Posted 05.25.2011

Read More: FINRA Enforcement, Finra, Finra Awards, Stock Portfolio, Financial Portfolios, Stockbrokers, Brokers, Business News
Dan Solin

I am often accused by brokers of being too hard on them. They say I cherry pick bad portfolios and there are many "hard working, honest brokers" who do the right thing for their clients. I used to believe it. I no longer do.

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Americans' Wealth RISES For 4th Straight Quarter

AP | JEANNINE AVERSA and DAVE CARPENTER | Posted 05.25.2011

Read More: Stock Market, Stock Portfolio, Wall Street, Economic Recovery, Assets, Securities, Federal Reserve, Net Worth, Wealth, Stocks, Business News

WASHINGTON — The rebuilding of Americans' wealth is proceeding in steps rather than strides. Households' net worth rose last quarter – th...

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More Talking Points for Clients and Investment Advisers

Norb Vonnegut | Posted 05.25.2011

Read More: Financial Advisers, Asset Allocation, Private Wealth Management, Norb Vonnegut, Acrimoney, Portfolio, Stock Portfolio, Optimal Returns, Stocks, Business News
Norb Vonnegut

I invest my clients' portfolios by focusing on their cash needs first: renovations to a house, capital calls from other investments, and tuition for example. These discussions are tangible.

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What Do Handmade Soap, Recycled Tires, And Yoga Have In Common With Coca Cola And Walmart?

Ed and Deb Shapiro | Posted 11.17.2011

Read More: Green, Business, Inner Life, Living, Coca-Cola, Stock Portfolio, Self Worth, Soap, Economic Crisis, Self Confidence, Lohas, Coke, Recession, Wal-Mart, Healthy Living News
Ed and Deb Shapiro

A shift is now taking place in the way we live that is affecting us all. It asks us to reconsider what our priorities are, who we want to share our li...

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The Perfect Storm: False Prophets and Bad Advice

Dan Solin | Posted 05.25.2011

Read More: Funds, Investing, Stock Portfolio, Stocks Down, Money, Stocks, Finance, Stock Market, Financial Crisis, Investors, Business News
Dan Solin

Advisors who want to be honest will tell their clients they have no idea when the markets will "reach the ultimate bottom." All we can realistically do is place the current markets in historical perspective.

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"Toxic" Stocks To Avoid

BusinessWeek | Gene Marcial | Posted 05.25.2011

Read More: Stock Portfolio, Recession, Toxic Stocks, Stock Market, Ben Bernanke, Safe Stocks, Wall Street, Time Bomb Stocks, Business News

Bullish noises for the market abound. Fed Chairman Ben Bernanke makes it clear that he's prepared to pull out all the stops to prevent economic collap...

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