Image by dieselbug2007 via Flickr Over the past few years, the stock market has been tanking. All the while, Gold has been going up and up, seemingly without limit. So why not invest a larger portion of your portfolio in gold? After all, traditional wisdom says that the stock market and gold are negatively correlated [...]
Continue reading...Wednesday, May 12, 2010
Image by artemuestra via Flickr The following post was written by Thomas King, a CPA and financial planner based in Kansas City. The following letter was sent to his clients last week, and he allowed us to repost it in its entirety. These views are not necessarily reflective of his firm, CBIZ. As you are [...]
Continue reading...Friday, April 9, 2010
Image by rahulsfdc via Flickr I’d like to start a little series on the important financial statements that every public company has to issue. This will cover a brief overview of the annual report (10k) as well as 3 of the most important financial statements that you should look at before deciding to invest in [...]
Continue reading...Tuesday, March 23, 2010
Image by sbwoodside via Flickr For the last few months, I’ve been hard at work on a comprehensive system for determining what to do with your money. I’ve spoken with financial advisors, friends and family, working to establish the easiest and most effective way to give you a personalized financial report. And now, it’s ready [...]
Continue reading...Thursday, February 18, 2010
Most of us who work for large corporations get granted stock options as part of the compensation package. As a result, many also hold onto stakes which make up huge portions of their net worth. Make no mistake, Stock is a great incentive mechanism, especially for smaller companies where each individual has more effect on [...]
Continue reading...Sunday, January 17, 2010
Image by thinkpanama via Flickr Those real estate agents are tricky, prone to all sorts of chicanery. They will tell you things like “oh, this home is a great investment!” and fill your head with dreams of your home doubling, or even tripling in value. Certainly, you will live here and raise a family here, [...]
Continue reading...Thursday, January 7, 2010
Image via Wikipedia Everyone knows that you should invest your money in the stock market, but not a lot of newbies understand a lot of the rationale. Thus, here’s a little investing 101 seminar. Risk/Reward To simplify, the riskier something is, the better the payout should be. For instance, winning the lottery is such a [...]
Continue reading...Tuesday, January 5, 2010
MIT is offering a series of classes this January for those of you in Cambridge who are interested in learning more about financial planning. Here’s an aggregated list: Basics of Investing Paul Gunning, Planning and Guidance Consultant, Fidelity Investments Wed Jan 6, 12-01:00pm, W20-306 Tue Jan 12, 12-01:00pm, W20-407 Tue Jan 19, 12-01:00pm, W20-306 No [...]
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Monday, May 17, 2010
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