Archive for 'Investments'

Are you a first home buyer or upgrading your home?

Are you a first home buyer or upgrading your home?

Posted on 25. Nov, 2011 by .

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Are you looking to build your property portfolio? – Article taken from Buyers advocate Melbourne

WBP Residential Advisory provides strategic property advice through a team of qualified and experienced Advocates, who will navigate you through the time consuming and sometimes daunting property investment and purchasing process.

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Investment News, The debate goes on: To Roth or not to Roth?

Investment News, The debate goes on: To Roth or not to Roth?

Posted on 26. Apr, 2010 by .

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April 4, 2010 6:01 am ET
The following is an edited transcript of an InvestmentNews.com webcast held in New York on March 9. Moderators were InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr. Panelists were Ed Slott and David B. Loeper. To listen to the archive of the webcast, visit Investmentnews.com/rothtranscript and click “View archive.”

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Spotlight on VA’s

Spotlight on VA’s

Posted on 17. Mar, 2010 by .

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Join us at the University of Virginia Investing Conference (UVIC) for an in-depth discussion of investments and asset management.

A semi-annual event, the UVIC brings together professional investors with scholars, students and the investing public for a discussion of the trends and developments that are integral to the field.

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Investment in young people can pay off

Investment in young people can pay off

Posted on 17. Mar, 2010 by .

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Mr. Merlino, whose firm manages $75 million, put the 30-year-old client on a systematic savings program. Today, the client holds the biggest chunk of the assets the adviser manages — $25 million.

“If I told him he didn’t meet my ideal situation, he never would have grown into this great client,” Mr. Merlino said. “I thought this guy would be successful, but I didn’t think he’d turn into the type of client he is now.”

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Young don’t see value in rolling the dice

Young don’t see value in rolling the dice

Posted on 17. Mar, 2010 by .

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Coming off one of the worst decades for stocks, they take a more conservative outlook on investing By Jeff Benjamin March 7, 2010 6:01 am Advisers who work with clients in their 30s are witnessing something they’ve never seen before from younger investors: high levels of risk aversion.   “I’m talking with a lot more [...]

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Keeping up  with the Joneses

Keeping up with the Joneses

Posted on 17. Mar, 2010 by .

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March 7, 2010 6:01 am ET If there is one stage of life in which competing demands for income are most intense, it is when couples first start out. It is a time when they typically make the biggest purchase of their lives — a home — as well as when they begin the most [...]

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Medicare tax may apply to investment income

Posted on 02. Mar, 2010 by .

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President Barack Obama’s health plan proposal would extend Medicare taxes to the investment income of higher-earning households. The health care proposal that the White House released last Monday would extend the existing 2.9% Medicare tax to unearned income — including interest, dividends, annuities, royalties and rent — for taxpayers with income exceeding $200,000 for singles [...]

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