News List
You Are Being Tricked Into Saving Too Much for Ret
First: business model. The 1995-96 SEC's Tully Commission articulated an industrywide strategic shift from cyclical commission income to a more stable fee-based business model. Shortly afterwards Goldman-Sachs released its famous report on financial
Support upfront with back-office
Thinking of setting up a private foundation, but don¨t want to be bogged down with ongoing administrative hassles? Several companies take care of the day-to-day management of a foundation while freeing donors to focus on what matters most: philnthr
The passion of a collector
Michael Mendelsohn, author of Life is Short, Art is Long , says in the early pages of his book that he never expected to find out that he had anything in common with William Randolph Hearst, Imelda Marcos or Queen Elizabeth II. He does not have a bi
Win-win way to help out
There is nary a university that doesn¨t ask its graduates for a helping hand. But making a charitable contribution doesn¨t mean having to forgo income from your assets. One way to keep an alma mater happy and supplement your cash flow is to set up
ETFs: Low-cost route to bond market
US government bonds may be the most plentiful and frequently traded debt securities in the world but until recently they were devilishly difficult to get your hands on. Now a slew of new exchange-traded bond funds from Barclays Global Investors coul
The long/short show begins
The vast majority of mutual funds have been invested long-only managers buy stocks based on those they think will rise in value. Selling short, or betting a stock will fall, has been the purview of a handful of short-only funds or hedge funds. But l
Lock your door on the taxman
Alexis de Tocqueville, the French political thinker, once observed: ＾In no other country in the world is the love of property keener or more alert than in the United States.￣ This has been good news for the nation¨s tax coffers, and bad news for
Up and down the indices
Now that hedge funds are becoming more mainstream, their performance and returns regularly pop up in the investment landscape. The industry¨s performance is usually measured by one of the dozen or so hedge fund indices that have started in recent y
Smart moves to cut your tax bill
The new year is just two weeks away, but there is still time for a few savvy moves to trim your tax bill, especially when it comes to spreading some holiday cheer to your favourite charities. One of the biggest tax changes this year is that the Pens
Profiting from a very good idea, patently
Knowledge is power. That makes it valuable. But a company¨s intellectual property unlike its factories or machinery is scarcely visible in its accounts. ＾US accounting, tax treatments and laws are all based on the success of the industrial economy
Ask before you dive in and buy
While reading The Only Three Questions that Count, you get the impression that its author, Ken Fisher, does not often find himself short of things to say. The stream of consciousness that flows through the book can be distracting but it is impressiv
Mutual funds: Attractions of selling short
The level of difficulty involved in convincing retail investors that short-selling is a good idea is not unlike that of attempting brain surgery on yourself. Alongside the negative sentiment that is heightened each time a hedge fund suffers a blow-u
Online Analysis: Do-your-own research.com
Stock price information is becoming more and more of a commodity. The internet has ensured that. But now, intriguingly, even high-quality analytics are available free online, mostly from companies locked in a battle for web advertising revenues. In
Hedging CPI: Tax-efficient tips try to beat inflat
What worries you most about the economy? As many have pointed out, the latest data provide reasons to worry about both a slowdown and a return to inflation. Neither is likely to be good for investors. But these fears have spurred the ingenuity of fi
A nice rate if you can get it
A Dutch book is every gambler's dream - a set of odds and bets that guarantees a profit. That lucrative position is usually reserved for a bookmaker or the casino that takes a punter's bets. But the phrase has been borrowed by a new hedge fund - one
