Your clients, a married couple, realize that this is a home-buyer’s market and are interested in purchasing a home. The couple has come to you about tax savings opportunities related to a purchase. They are newlyweds and both previously lived in an apartment.
The National Association of Active Investment Managers Inc. has launched an index of actively managed mutual funds that performed well during last year’s market downturn.
Homebuyers took advantage of low mortgage rates and falling home prices in December as pending sales of existing homes shot up more than 6% from the previous month.
Curian Capital LLC has introduced limited exposure to alternative-class investments on its separately managed accounts platform.
Municipalities stepped up their issuance of bonds by 5.3% in January, from a year ago, according to The Bond Buyer.
Piper Jaffray & Co. today reported a $153.3 net loss, or a loss of $9.78 diluted earnings per share, for the fourth quarter.
In this final week of a four-week program to get your business off to a solid start by focusing on retirement rollovers, let’s discuss effective retirement rollover seminars and how to do them on a limited budget.
The majority of hedge funds based in the United States are voluntarily registering with the Securities and Exchange Commission, according to Hedge Fund Research Inc. in Chicago.
Americans cut back on spending by 1% in December, and increased personal savings by 3.6 %, in response to concerns about job security and economic stability, according to a Department of Commerce report released today.