Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.

Old Articles: <Older 3511-3520 Newer>

Financial Planning July 1, 2005 Ilana Polyak	Fund Manager Profile: The Bad-News Bear The Prudent Bear's David Tice, a perennial short-seller, sees a whole lot of pain coming to the market. He wouldn't have it any other way. In his fund, Tice shorts about 100 individual stocks.
Financial Planning July 1, 2005 David Grau	The Right Exit Option Should you sell your financial planning practice to an internal or an external buyer? Each strategy has its advantages.
Financial Planning July 1, 2005 Marie Swift	Lively up Your Web Site For financial planners, a great online presence requires more than adding your picture to a turnkey template. Most visitors want to know who you are and how you can help them. Give them what they want, right up front.
Financial Planning July 1, 2005 Ed McCarthy	Young Tech Turks Financial planning firms looking to upgrade their technology expertise are turning to Generation Y interns.
Financial Planning July 1, 2005 David A. Twibell	Too Much of a Good Thing To avoid considerable risk, clients with a large part of their wealth tied up in one company's stock need to diversify or hedge these concentrated positions.
Financial Planning July 1, 2005 Rebecca McReynolds	Bankruptcy's Toll New legislation will make it tougher for small businesses to get a fresh start. This means that advisers have to be more vigilant to make sure their clients aren't blindsided in today's uncertain economy.
Financial Planning July 1, 2005 Ed Slott	IRS Okays IRA Settlements The agency's new ruling solves one big problem. But the thorny issue of income taxes on attorneys' fees remains.
Financial Planning July 1, 2005 Julian Block	Making Amends Nearly 4 million Americans will file an amended tax return this year. Your financial planning clients might be among them. Here are some filing tips.
Financial Planning July 1, 2005 Donald Jay Korn	Drilling Deeper Putting oil-and-gas partnerships into client portfolios may pay off for financial planners who don't mind getting their boots dirty.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
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