Opinion

Displaying 2171 results
OPINION JAN 09, 2009
Invalid Keogh is a tax trap

By Bloomberg
OPINION JAN 08, 2009
What investors can learn from Wall Street's failures

Here are three important portfolio survival lessons retired investors and their advisers can learn from Wall Street’s failures.

By Bloomberg
OPINION JAN 04, 2009
The lessons of Bernie

The Madoff Ponzi scheme has shocked investors but offers many lessons. The first is that no one can rely on the Securities and Exchange Commission to spot all, or even most, of the bad guys in the financial system before they hurt people.

By MFXFeeder
OPINION DEC 29, 2008
What investors can learn from Wall Street's failures

What do Wall Street investment banks and retired investors have in common? They both must live off the return on their capital.

By Bloomberg
OPINION DEC 16, 2008
Reaping high-dividend income with ETFs

By Bloomberg
OPINION DEC 14, 2008
A year of painful lessons

Investors will be glad to see the end of 2008 — a year that may live in infamy as one that was marked by the worst investment returns since the Great Depression.

By MFXFeeder
OPINION DEC 12, 2008
Trust wording can avoid big tax bill

By Bloomberg
OPINION DEC 07, 2008
Give clients the confidence they need

The end of each year is a time of reflection and anticipation.

By Bloomberg
OPINION DEC 07, 2008
Obama must look to private sector for economic team

Where are the advocates for businesspeople and investors in President-elect Barack Obama's incoming administration?

By MFXFeeder
OPINION NOV 30, 2008
Regulatory reforms needed to fix financial system

The incoming administration should consider the regulatory reforms for the financial markets that it will propose to Congress and the regulatory agencies when it takes office in January.

By MFXFeeder
OPINION NOV 26, 2008
Retirees need a two-pronged strategy to cover health care costs

By Bloomberg
Harvesting losses with options
OPINION NOV 23, 2008
Harvesting losses with options

Investors and their advisers are rightfully concerned about running afoul of the wash sale rule and triggering a taxable event. As you know, a wash sale — as defined in Section 1091 of the Internal Revenue Code — occurs when an investor sells property at a loss and within 30 days acquires "substantially identical" property.

By Robert N. Gordon
OPINION NOV 23, 2008
Next up for feds, tonic for hurting homeowners

Job no. 1 for the Federal Reserve Board and the Department of the Treasury was to stabilize the capital markets.

By MFXFeeder
OPINION NOV 21, 2008
ETFs: The advisers answer for all markets

By Bloomberg
OPINION NOV 16, 2008
SEC takes a step backward on disclosure

In a move that has received scant public attention, the SEC this month put into place changes that could harm investors.

By MFXFeeder
OPINION NOV 09, 2008
Obama must first fix a struggling economy

President-elect Barack Obama deserves congratulations — and a warning to be careful what you wish for in this life.

By MFXFeeder
OPINION NOV 07, 2008
Act now on 529 plans

By Bloomberg
OPINION NOV 02, 2008
Time is ripe to rethink ratings game

Many institutions and individuals share responsibility for the mortgage crisis and the meltdown that followed: Congress, several successive presidential administrations, top executives at Fannie Mae

By MFXFeeder
OPINION NOV 02, 2008
Maintaining standards in unusual times

By now, even the most ardent advocates of asset allocation have to be asking themselves whether they should just go to cash and wait for saner times.

By Bloomberg
OPINION OCT 26, 2008
For now, no more stimulus

Congress is likely to debate another economic-stimulus package soon after it returns to Washington from campaigning for the election, unless the economy shows signs of turning around.

By MFXFeeder