Reevaluating Your Portfolio
The market changes. Companies change. Investments
change. Your needs and goals change. That's why it's important
to see - at least once a year - if your investment portfolio needs
to change, too. Here is a disciplined approach to reevaluating
your portfolio.
[FULL ARTICLE]
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Passing on Valuable Life Lessons
You're looking for an effective way to get
your heirs to do what you think is best for them, for the family,
and for the world. Is an incentive trust the right vehicle to
accomplish that?
[FULL ARTICLE]
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A Look at Coverdell ESAs
If you're looking for a tax-advantaged way
to save for your child's college education, consider Coverdell
education savings accounts (ESAs). The basic features of ESAs
include...
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Taking Advantage of the 0% Capital Gains Tax
In 2008 to 2010, the capital gains tax rate
for individuals in the 10% or 15% tax bracket is 0% (down from
5% previously). After 2010, the rates will revert to pre-2001
rates, unless further legislation is passed. Who will benefit
from this reduction?
[FULL ARTICLE]
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The Basics of Earnings
When evaluating a stock, you'll typically
look at a variety of historical figures. One of the most important
is earnings, which is also used as a basis for several other important
statistics.
[FULL ARTICLE]
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