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Stern Advice: A tax strategy for all seasons
ReutersBy Linda Stern WASHINGTON, May 8 (Reuters) - Just when you may have thought that federal tax policy was set - that January's "fiscal cliff" deal meant you could go about your financial life with multi-year certainty - Washington is again talking of...Tags: Finance, Taxation, Energy Saving, U.S. Congress, Insurance
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Regulators eye troubling credentials for advising seniors
ReutersNEW YORK (Reuters) - Financial advisers may need to be more careful then ever when using special "senior" credentials to market themselves to older Americans after the newest U.S. financial regulator took aim at those designations, say compliance...Tags: Finance, U.S. Securities and Exchange Commission, Retirement Planning Services, Morgan Stanley Dean Witter & Company, Regulatory Policy and Organizations
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Merrill Wealth rehires Chhabra as chief investment officer
ReutersBy Jed Horowitz NEW YORK, May 6 (Reuters) - Merrill Lynch Wealth Management on Monday said it has hired Ashvin Chhabra as chief investment officer and head of investment management, overseeing about 150 strategists who design portfolios for wealthy...Tags: Finance, Banking, Investment Service, Bank of America Corp., Economy, Business and Finance
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Report: Former coach claims he got money to steer Kansas star McLemore
ReutersThe former AAU coach for Kansas star Ben McLemore claims he received thousands of dollars in cash and other benefits to steer McLemore to sports agents and financial advisors during the past college basketball season, according to a story Saturday on...Tags: NBA Draft, Trips and Vacations, Ben McLemore, National Basketball Association, Travel
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Family loan must be formalized
Q: My son graduated from law school in 2006 and owes about $206,000. I want him to pay off one of his loans (about $50,000 with the interest rate of 8.25 percent). I want to give him $13,000 and loan the rest with the condition that he pays it back when...
Tags: Finance, Money and Monetary Policy, Economy, Business and Finance, Financial Planning
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CORRECTED-COMPLY-Regulators eye troubling credentials for advising seniors
Reuters(Corrects that CRPC designation is available from College for Financial Planning, not the Certified Financial Planner Board of Standards) By Suzanne Barlyn NEW YORK, May 2 (Reuters) - Financial advisers may need to be more careful then ever when using...Tags: Finance, U.S. Securities and Exchange Commission, Retirement Planning Services, Morgan Stanley Dean Witter & Company, Regulatory Policy and Organizations
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UBS names head of private wealth division in Americas
ReutersMay 3 (Reuters) - Swiss bank UBS AG's U.S. brokerage unit has named a new head for its private wealth management division, as the company looks to expand its business catering to clients with $10 million or more in investable assets. John Mathews, who...Tags: Personal Income, Morgan Stanley Dean Witter & Company, Miami (Miami-Dade, Florida), Restaurant and Catering Industry, Stamford
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FUND VIEW-Vanguard's first int'l bond fund will be cheap, hedged
ReutersBy Tim McLaughlin BOSTON, May 3 (Reuters) - When Vanguard Group launches its first foreign bond fund next month, the No. 1 U.S. mutual fund company will be a latecomer to a party already well attended by rivals. But Vanguard won't necessarily be too...Tags: Finance, Mutual Funds, Thomson Corporation, Credit Ratings, Economy, Business and Finance
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Save your way to soft landing in emergencies
A basic tenet of personal finance that gets short shrift but can dramatically improve your money life is having a cash emergency fund. It's especially important for some to consider this time of year, as new high school and college graduates make their...Tags: Personal Income, Finance, Services and Shopping, Vehicles, Disasters and Accidents
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U.S.-based stock funds attract $6.61 billion, most in 7 weeks: Lipper
ReutersNEW YORK (Reuters) - Investors in funds based in the United States poured $6.61 billion into stock funds in the latest week, marking a recovery from the prior week's outflows as the S&P 500 hit record highs, data from Thomson Reuters' Lipper service...Tags: Finance, Financial Markets, Mutual Funds, Federal Reserve, Quarterly or Semiannual Financial Statements
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Retirees and debt: How to avoid the worst traps
Reuters(The writer is a Reuters columnist. The opinions expressed are his own.) By Mark Miller CHICAGO, May 2 (Reuters) - If you're strapped for cash or have a poor credit rating, the offer would sound tempting: upfront cash in return for your future pension...Tags: Finance, Interior Policy, Target, Retirement, Labor Legislation
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Financial adviser receives recognition
PETOSKEY -- Shaun M. Osborne, a financial adviser with Ameriprise Financial, has qualified for the company's 2012 Circle of Success annual recognition program. To earn this achievement, Osborne established himself as one of the company's top advisors...
Tags: Ameriprise Financial Incorporated, Financial Planning
May 8, 2013
|Story| Reuters
May 2, 2013
|Story| Reuters
May 6, 2013
|Story| Reuters
May 4, 2013
|Story| Reuters
May 5, 2013
|Column| Orlando Sentinel
May 3, 2013
|Story| Reuters
May 3, 2013
|Story| Reuters
May 3, 2013
|Story| Reuters
May 3, 2013
|Column| Chicago Tribune
May 2, 2013
|Story| Reuters
May 2, 2013
|Story| Reuters
May 1, 2013
|Story| Petoskey News
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