Search
-
Is It Time to Harvest Tax Benefits from Investment Losses?
(McNeely Content/Blog)
Tags: [Is It Time to Harvest Tax Benefits from Investment Losses?] ...
-
Do you qualify for the new Making Work Pay tax credit?
(McNeely Content/Blog)
Tags: [American Recovery and Reinvestment Act of 2009] ...
-
A Plan for Your Wealth
(McNeely Content/Financial Strategies)
Tags: [Asset Allocation, Insurance, Tax-Managed Investments, long-term care, permanent life insurance] ...
-
Manage Your Assets
(McNeely Content/Financial Strategies)
Tags: [investment alternatives, Professional Asset Management, fixed income, equity, Alternative Investments, eal estate, private equity, commodities, managed futures, structured products, hedge funds, ...
-
Monte Carlo Analysis
(McNeely Content/services)
Tags: [Monte Carlo simulation, Estimating investment returns, Pros and cons of Monte Carlo] ...
-
Economic News Pushes Market Averages Down for August
(McNeely Content/Blog)
... James Investment Services In., Member FINRA/SIPC Investing involves risk, and investors may incur a profit or a loss. Past performance is not an indication of future results. Investors cannot invest directly ...
-
Stocks Drop Sharply on U.S., Global Economic Worries
(McNeely Content/Blog)
... registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment Management Consultants ...
-
Financial Markets Turn Positive Even as Economic Recovery Slows
(McNeely Content/Blog)
... +6.90% S&P 500 1,101.60 1,030.71 +6.88% Good news punctuated July, encouraging investment and dampening previous concerns. A series of ...
-
Budgeting
(McNeely Content/Blog)
... an optional process. You must do it to avoid losing more ground financially. To the extent that you can make cash flow strongly positive, you will be able to save for upcoming needs and investments. Is ...
-
Establishing a Financial Safety Net
(McNeely Content/Blog)
... short-term certificate of deposit) * Use earnings from other investments (e.g.,stocks, bonds, or mutual funds) * Check out other resources (e.g., do you have a cash value insurance policy that ...
-
Trust Basics
(McNeely Content/Blog)
... die while they are still minors) * Create a pool of investments that can be managed by professional money managers * Set up a fund for your own support in the event of incapacity * Shift part ...
-
Annuity Distributions
(McNeely Content/Blog)
... annuities. Deferred annuities allow premium payments to grow with tax-deferred investment earnings. Later (often after retirement), the annuity proceeds are distributed as either withdrawals or annuitization ...
-
Are you planning to retire? Or will you be surprised?
(McNeely Content/general)
... My typical new client is a Boomer with most of their accumulated assets in their former employer’s 401(k) and their home equity. They knows that their investments are the key to their retirement, but ...
-
Immediate vs. Deferred Annuities
(McNeely Content/Blog)
... Immediate annuities appeal to those investors who want an investment return that they cannot outlive. The distributions are considered partly a return of the original investment and partly earnings. You ...
-
Funding a Business
(McNeely Content/Blog)
... of equity (and control, depending on the security issued) to the angel investors. Angel investors typically expect to receive preferred equity security in exchange for their investment. Perhaps the greatest ...
-
Fixed Annuity Contracts
(McNeely Content/Blog)
... A fixed annuity is a contract sold by an insurance company. The purchaser makes contributions (investments) into the annuity either as a lump sum (referred to as a single premium annuity) or over a period ...
-
Shopping for an Annuity
(McNeely Content/Blog)
... a higher rate of return if the fees are significant enough. Therefore, the smart consumer factors the amount of fees that will be deducted from the investment return before making a final decision. Watch ...
-
Annuities: Traps for the Unwary
(McNeely Content/Blog)
Annuities are fairly straightforward products as far as taxation is concerned. To the extent that a distribution is considered a return of your investment in the contract, no income tax is due; to the ...
-
The Roth 401(k)
(McNeely Content/Blog)
... basis, just like Roth IRA contributions. This means there's no up-front tax benefit, but if certain conditions are met, your Roth 401(k) contributions and all accumulated investment earnings on those contributions ...
-
Working with a Financial Advisor
(McNeely Content/Blog)
... such as estate planning and investments. Specifically, a financial advisor may help you: * Set financial goals * Determine the state of your current financial affairs by reviewing your income, ...
