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Special Report on

Investing the Middle Way

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I've been meaning to add some financials to my portfolio ever since the subprime crisis began. I traded Goldman Sachs ( GS )  for some short-term profit recently, but in general found the headlines a little too hard to handle. Okay, so that was a bit tongue in cheek. I actually have a couple names in this sector on my short shopping list again. But the point I'm trying to make is that there is a less risky way to play the financials -  through their preferred shares, or you can do even better through closed-end funds of those preferreds that are trading at a discount to NAV. click to enlarge Above is a list ...
The Big Apple: “There's always a bull market somewhere”
"There’s always a bull market somehwere” is an optimist’s outlook for a bad market. If not nationally, then internationally; if not stocks, then bonds—when something goes down, something else goes up and is an investment opportunity. The saying has been cited in print since 1964, but appears to have been popularized in the 1990s and 2000s. Google Books Bear Markets: How to survive and make money in them By Harry D Schultz Englewood Cliffs, NJ: Prentice-Hall 1964 Pg. ?: The first is the concept that you can escape American economic troubles by investing in foreign stocks or foreign stock funds. The ... market research, surveys and trends
The Carnival of Investing | Mighty Bargain Hunter
Thanks for reading the Carnival of Investing! Always lots of fun putting these together and reading all of the great posts. Thanks to everyone for submitting! Next week, it looks like Journey to Financial Freedom is slated to host the carnival! Related posts from other websites ... DOW JONES - Stock Market Crash 2010 The Dow Jones Stock Market Crash of 2010 looks like it's begun, with the third week of trade for 2010 showing a 5% decline from top (see Chart below). A... Glossary Of 'Stock Market Terms': Revamped The New Stock Market Dictionary/Glossary Of Terms - Revamped Markets these days are going up and ... market research, surveys and trends


Investing the Middle Way: 529 Plans: The 10% Penalty Solution, Part 1
Contributions are not deductible on federal returns; however, many states provide a deduction for contribution to in-state plans. Certain states even have deductions for contribution to out-of-state plans. Although the state income tax deduction has an upper limit (e.g., for contributions up to $12,000), there is no overall contribution limit that I’m aware of. [You should consult a tax advisor here. This IRS publication states that the amount of contribution cannot be more than the qualified education expenses of the beneficiary, but I’m not sure how it is enforced. Most plans have an account limit of $2-300,000 ... industry trends, business articles and survey research
Investing Themes: September 2006
Slower growth lies ahead for the United States, say investment managers who responded to Russell Investment Group's September quarterly survey , as none of the managers believes that a recession is likely in the U.S. and half believe the U.S. will experience slower growth in the next six months compared to the annaul growth rate of 2.9% in the second quarter 2006. However, 10% of the managers believe the U.S. will grow at a stronger rate whereas a little more than 40% of the managers believe the U.S. will grow at a similar rate to the 2.9% at which it grew in the last quarter. At the same time, more managers view the market ... industry trends, business articles and survey research
Democrats' Midterm Message: "Move Forward" With us -- or go Back to Bush
The Democratic National Committee is out with a new ad that neatly encapsulates Democrats' message to voters for the midterm elections. The argument? Either "move forward" with us, or "go back to the same Republican policies that got us into this mess." Only one president makes an appearance in the spot - and it's not the current one. While President Obama is conspicuously absent from the spot, President Bush makes a cameo, presumably to remind voters what they left behind. Says an announcer in the spot: "This fall, America faces a big choice: Do we continue to move forward like Democrats are ... market trends, news research and surveys resources
As US troops leave Iraq, challenges will remain
UNITED NATIONS, Aug. 19 (Xinhua) -- Though the United States' drawdown in troops from Iraq will likely happen on time, Iraqis, along with remaining U.S. forces, still have work to do in order to ensure stability and security in the country, Patricia DeGennaro, a Middle East policy expert, told Xinhua in a recent interview. DeGennaro is an adjunct assistant professor at New York University and a senior fellow at the World Policy Institute. During the interview, she discussed her hopes for an Iraqi population she called "very well educated and determined to try to govern the state themselves." U.S. President Barack ... market trends, news research and surveys resources


The Productivity Argument for Investing in Young Children
This evidence has dramatic consequences for the way we think about .... are more prevalent (See the middle rows of the table 1 and the discussion below). ... technology research, surveys study and trend statistics
Middle Class Task Force Announces Agency Partnerships to Build a ...
– As part of their commitment to developing new policies, proposals and ideas to help America’s middle class, Secretary of Labor Hilda L. Solis, Secretary of Housing and Urban Development Shaun Donovan, Secretary of Energy Steven Chu and Secretary of Education Arne Duncan announced new agency partnerships to foster job growth for a new green economy at today’s meeting of the Middle Class Task Force in Denver. "It was clear at our first meeting in Philadelphia that partnerships – on the federal, state and local level – are critical to creating green opportunity for middle class Americans.  This ... technology research, surveys study and trend statistics
Doing It Just Right is the Middle Way
In the Dharma-door of investigating Chan, you must fix your attention on what you are doing. At all times, you should return the light and reflect within. Don't be too tense, and don't be too slack. It's said,     Too tight, and it'll break. Too slack, and it'll be loose. Neither tight nor slack, and it will turn out right. But neither tense nor slack is the Middle Way. Walking, standing, sitting and lying down, don't be apart from this. Once you leave this, you have missed it. What is this? It's the ultimate meaning of the Middle Way. In investigating Chan, you must be ...
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What is the best way to have my money work for me? - Yahoo! Answers
Let's think about a couple of things first. When will you be 21? You may not in your state be able to enter into a contract until you are 21, so you may be prohibited from certain activities. 4K seems like a lot of money to you now, but you will find later it is not. Do you have a job? Are you in college? Is this money you might want to access soon or easily? Could you afford to lose half or all? How easy is it for you to come by money? How did you get this money? Did some relative give it to you? Did you work for it? At one point in my lifetime I had someone ask me if I thought the banker that helped them roll ...
What are the top ten factors you consider when investing in real ...
My objective here is to come up with a checklist that reduces all the external risk factors of a real estate investment such as economy, schools, investor share, vacancy rates etc. What I can do for you in return is to compile this checklist and send you back all the compiled results. I know there are a lot of Linkedin users out there who have learned some nugget of knowlege regarding what makes a good Rental investment. Please share your secrets and I will gladly compile into a list for distribution to everyone that posts. This could also be a jumping off point for future networking around real estate investment in a down ...