Unlimited Advantage
(EMAILWIRE.COM, February 27, 2001 ) In the fast paced world of investing, staying in touch and getting the right advice often can make the difference between turning a profit or losing money. And with the advent of the Internet and web based information, ways of investing have grown increasingly more...more
Video ReleaseMaking An Investment Schedule
(EMAILWIRE.COM, February 21, 2001 ) Everybody has to follow schedules. You have to be on time to work, or you won't have a job. Although they might not do it as closely as we want, airlines have to follow a schedule But what about investors? Financial analysts say an investment schedule is a must...more
Video ReleaseFinancial Aid For College
(EMAILWIRE.COM, February 13, 2001 ) College is expensive, there's no doubt about it. But with many jobs, a college degree is almost a given just to get a foot in the door. So what's the answer? For many students, it's financial aid and student loans. This is the time of year when students start...more
Video ReleasePredicting the Cost of College
(EMAILWIRE.COM, February 06, 2001 ) Saving for college is not as easy as it sounds. What may be enough today, certainly won't be tomorrow. So how do you predict what higher education will cost? There's no question about it. Going to college is expensive. Since 1980, the cost of a college education...more
Video ReleaseWhen Couples Separate
(EMAILWIRE.COM, February 01, 2001 ) Breaking up is stressful for a couple, but doing some homework can make it less so. When couples separate, there are many things to think about, including how investments and financial matters should be taken care of. It's important to gather the information about...more
Video ReleaseStock Overlap
(EMAILWIRE.COM, January 30, 2001 ) As every investor knows, one of the keys to successful investing is diversification ... a good mix of technology and growth, blue chippers, solid earners and both high and low risk stocks. Mutual funds can deliver that diversification, but if the investor also...more
Video ReleaseRisk Tolerance
(EMAILWIRE.COM, January 16, 2001 ) There are all kinds of jobs, some riskier than others. But somebody has to build the buildings, make them sparkle, and protect the people who work in them. But what about investing? Some think that has the most risk of all. "An investor can do a few things to...more
Video ReleaseThe 529 Plan: Saving For College
(EMAILWIRE.COM, January 10, 2001 ) It used to be that college was expensive, but many families could afford it without too much sacrifice. However, in the last ten years or so, prices at colleges and universities have gone through the ivy-covered roof. In answer to this, Congress created a tax advantaged...more
Video ReleaseGood Debt vs. Bad Debt
(EMAILWIRE.COM, January 08, 2001 ) During the recent holiday season, lots of people shopped 'til they dropped. But how were holiday goodies paid for? People have lots of debt, especially from credit cards, but is there a kind of debt that is good to have? "The difference between good debt and...more
Life-Changing Moments
(EMAILWIRE.COM, January 03, 2001 ) There are certain events in the lives of everyone by which time is measured -- marriage, the birth of a baby, the kids moving out on their own. Experts say these are the times to slow down a bit and take a hard look at what's going on in our financial lives. "Many...more
Video ReleaseWhy You Need a Financial Plan
(EMAILWIRE.COM, December 27, 2000 ) Investing is a lot more than just calling your broker and buying or selling. To be successful, it's wise to plan ahead. But why should the average investor have a financial plan? "Cause everybody needs to save for their future; everybody seems to be spending...more
Video ReleaseOffsetting Capital Gains with Losses
(EMAILWIRE.COM, December 20, 2000 ) Investing is a game of numbers. Sometimes you make money, and sometimes you don't. When you do, there is a way to offset that gain and reduce your tax bill. The way it works is an investor would offset a gain using a loss that may have occurred on another security....more
Video ReleaseYear End Tax Deadlines
(EMAILWIRE.COM, December 18, 2000 ) Holiday decorations blanket the land, and not many people are thinking about tax time. But this is the time of year when decisions must be made to take the greatest advantage of tax savings plans. "As you think about planning for year end, you want to think...more
Video ReleaseThe Wash Sale Rule: What is It?
(EMAILWIRE.COM, December 13, 2000 ) The wash sale rule is fairly unfamiliar to most investors, but using this little known technique could save a bundle at tax time. What is it? "The wash sale rule has to do with the sale of a security to establish a loss," says Ken Hoffman of Merrill...more
Video ReleaseMaking A Charitable Donation
(EMAILWIRE.COM, December 11, 2000 ) For all too many on the streets of America, the dream of prosperity is proving to be ever elusive. Because of lack of funding, the things that many of us take for granted, as simple as food and shelter, are often difficult for those on the street to obtain. "I...more
Video ReleasePrivate Equity, Angel Investing
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