Give Your Stock Portfolio a Quarterly Review

Evaluating your portfolio's performance on a regular basis is an important step toward reaching your investment goals. While many investors wait until year-end to assess their stock portfolios, it is important to review your investment strategy throughout the year to be sure it remains in line with your objectives. In fact, many financial advisors suggest that their clients examine their equity holdings every quarter to get a clear picture of how their stocks are performing.
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Structuring Your Stock Portfolio By Sector

Investors hear a lot about portfolio diversification, and there are a number of ways to diversify. When it comes to stocks, one way to help ensure adequate diversification is to include stocks from several different market sectors in your portfolio. More »

DOW 8,000? What Me Worry!

So it looks like it won't be long before we see the Dow Jones Industrial Average hitting 8,000 which is where it was 6 years ago. Now's the time to panic right? Sell all my stocks? Ummmm, no. More »

What Is an Annual Report? - Part II

The Securities and Exchange Commission (SEC) requires that every stockholder of a publicly-traded U.S. corporation be given a copy of its annual report, a formal document describing the corporation's performance over the past year. However, besides being required by law, annual reports can also serve as vital sources of company information-information that should be a part of your investment decisions.
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Effective Cash Management Can Save Time and Help Boost Profits

If you own a small business, many issues demand your time and attention. At the end of each day, do you look back with a sense of satisfaction at a job well done - or do you wonder if you could have made better use of your time? Effective cash management, one of the most critical aspects of running any small business, can save you time and may help improve your profits.
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A Coming Crisis

In my first column, my 10-year reunion was on the horizon. Now it has come and gone. It was nice running into old friends that have been traveling and living their lives these past years. It's amazing how fast that decade has gone by. More »

IRA Rollovers Can Help Manage Change

With employees changing jobs more frequently than ever before, it's rare to find someone who has worked his or her entire life for the same company. Whether or not you have recently changed jobs or you have retired from your long-time employer, you should know that you may be facing some complicated tax rules and potentially significant tax consequences if you decide to take your retirement assets out of your current retirement plan.
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Tax Dollars Could Be Coming Your Way Soon

Rated 3.0 Stars

President Bush recently signed into law the Economic Stimulus Act of 2008 as part of the federal government's plan to help stimulate our economy. An estimated 130 million taxpayers will receive rebate checks beginning in early May by mail or direct deposit. For those who may have questions about the rebates, here are some answers: More »

Three Things I Did Not Learn In High School (But Wish I Did)

Oh how time flies. In a few short months, I will be attending my 10-year high school reunion. On one hand, it will be exciting to hear the stories of my peers and the accomplishments they have achieved in the short time we've been apart. On the other hand, I'm apprehensive, remembering the days of social awkwardness and physical ineptitudes. More »

My Honest Opinion

It's been a pleasure to receive feedback and answer e-mails regarding one of my favorite topics to discuss: Financial literacy. Lately, the questions have become more specific.  A lot of people want to know what the best investments are and how they can get into "the game." More »