Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets, and … CONTINUE
Tag: investment advice
SEC Charges Florida Pair in Ponzi Scheme
From AdvisorOne.com The Securities and Exchange Commission announced Monday that it has charged two Florida men for running a Ponzi scheme that robbed more than 100 investors of $22 million. The scheme, which purported to be a private equity fund and was marketed under the names “Managed Capital Fund,” “Safe Harbor Private Equity Fund” and …
Be Careful What You Put Into Your IRA
Individual retirement accounts (IRAs) exist in many forms. In general, if you have income from working for yourself or someone else, you may set up and contribute to an IRA. Most of the more than $3.4 trillion held in IRA accounts are held by the major brokerage firms and invested in stocks, bonds and mutual …
How Safe Are We?
What Almost $8 Trillion in National Security Spending Bought Us By Chris Hellman The killing of Osama Bin Laden did not put cuts in national security spending on the table, but the debt-ceiling debate finally did. And mild as those projected cuts might have been, last week newly minted Secretary of Defense Leon Panetta was …
The Race to the Bottom
The idea behind this post came from Bob Veres whose thoughts and writings appear from time to time in the magazines and journals that I follow regularly. This has been an up-and-down summer and there are lots of thoughts to share. 1. Emotions rule asset prices and any effort to invest rationally is doomed from …
The Risk of Loss
It is a given that when someone invests money there is a potential for loss. How much loss and when is an absolute unknown. The only protection against such a potential loss is a contractual guarantee, and even then it may not be. (See the recent debt crisis in Washington) What is possible, however, is …
One Final Bailout That Still Might Happen
Rick Newman, On Friday August 26, 2011, 3:28 pm EDT There's one big group of Americans who still haven't received much of a bailout from Washington--homeowners. Now, there's a growing chance the Obama administration may finally do something to help the little guy directly. Up till now, bailout theory has hinged on helping banks, corporations, …
Fiduciary Standards for Financial Advisors
I’m going to weigh in on a topic that annoys the crap out of me. It involves the frantic efforts of the brokerage industry to avoid being held accountable to the same standards that I am held to when I offer financial advice. From the earliest days of the 20th century, the brokerage industry generated …
Investors and Risk
This is from a recent article in the Financial Times. It describes something that happened in the UK but is see the same problem here in the US. I deal weekly with smart people who have virtually no financial sophistication and who find themselves in a box from which they cannot escape. Unfortunately, they are …
Who Rules America?
My son sent me this article, written by an investment manager who asked for anonymity. It appears on a web site of a professor in the California University system who is the author of a book called Who Rules America? It’s a natural follow up to my recent post about a Vexing Question. You may …
Helping Define Your Financial Future 