Tag Archive
Obama: Having to Live Within Means
Obama said that “just like every family in America,” the government has to live within its means while investing in the future. Obama said that’s what his budget accomplishes.
News Hub: Are Muni-Bond Fears Overblown?
With many cities and states facing dire financial situations, WSJ’s Dave Kansas talks with SmartMoney’s Janet Paskin about the risk of investing in muni-bonds and the likelihood that some municipalities could default on those bonds.
Year-End Checklist: Mutual Fund Investing
It’s time for advisers to have that year-end chat with clients – about risk appetite, asset classes they’ve been avoiding, harvesting losses and sidestepping large distributions. Daisy Maxey offers a checklist.
Wealth: Bonds, Gold and Money in the "Cloud"
Are advisers investing too much of their client’s money in bonds? Plus,
Brett Arends gives a tip on how to play the gold market. And, there’s
plenty of money to be made in tech-you just need to know where to look.
Watch our Wealth Adviser video series …
Agi Anderson, CDPE, compiled changes made to Make Affordable HARP refinancing program, October 2011 ~ to see if you qualify, just enter your name and email to request HARP guidelines. (make sure to check spam for email confirmation)
