Tag Archives: Moneywise

How to Get a Loan the Web 2.0 Way

As traditional banks remain tightfisted, more people are turning to online peer-to-peer networks for personal loans.

It took Karla Brazelton just three days to round up nearly 100 strangers willing to…

By John Simons

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Media Savvy

Tuna Amobi believes investors should tune in to three of the entertainment sector�s largest companies

Tuna Amobi, senior analyst at Standard & Poor’s Equity Research, doesn’t like to mince words…

By John Simons

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Get Ready for Your Annual Insurance Checkup

Why you should review your policies and coverage every year

No one really enjoys shopping for insurance. So, for most people, once the task is…

By Bridget McCrea

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Do the REIT Thing

Why some investment advisers are recommending real estate investment trusts now

If you’re looking to diversify your portfolio, a real estate investment trust, or REIT, is…

By John Simons

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Why a Crisis Can Be Good for Your Finances

Ariel Investments 2010 survey of African American investors reveals surprising new post-recession money trends

As I read over the results of Ariel Investments 2010 Black Investor Survey recently, I…

By Mellody Hobson

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The High Cost of Death

A death in the family can drain your emotions. Smart strategies can keep it from draining your wallet.

When Clara Bell received the news in June that her beloved 27-year-old nephew had died…

By Bridget McCrea

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Retooling for Recovery

Morningstars Daniel Holland explains why business is starting to boom among industrial equipment makers

We’ve all heard plenty about how consumers drive the U.S. economy. They generate two-thirds of…

By James A. Anderson

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The Meaning of Life Insurance

Which kind of insurance coverage is right for youwhole-life or term? B.E. explains

Life Happens and so does death. Although most of us would prefer not to…

By Marcia Wade Talbert

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Different Strokes

Mark Watson of Chicagos Keel Asset Management L.L.C selects inexpensive stocks that set him apart from the Wall Street pack

It isn’t easy to be a nonconformist in the staid, buttoned-up world of finance.

By John Simons

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Get Paid!

With unpredictable shifts in the stock market this year, it’s a good time for investors…

By Donald Jay Korn

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Building Wealth Requires Do-it-Yourself Investing

Increasingly, we must all fend for ourselves when it comes to living comfortably in our golden years

This year, my 6-year-old daughter, Ella, learned how to count money. I burst with…

By John Simons

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Teach Them Well

Why nowmore than everits important to communicate financial lessons to your children

Last summer, 16-year-old Calvin O’Neal worked for the New York City Summer Youth Employment program…

By Robin White Goode

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The New ‘Back to Africa’ Movement

Larry Seruma, creator of the first actively managed mutual fund to focus exclusively on Africa, makes the case for investing in the motherland

By now, nearly every American investor knowsbout the potential opportunities in the emerging markets of…

By John Simons

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Money Matters: Do I Need This Type of Insurance?

Or was I duped into spending more money than I need to?

Along with monthly mortgage payments, I pay an additional $16 for insurance that will automatically…

By John Simons

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News You Can Use

Boston investment banker Arnett Waters sifts through recent events to locate out-of-favor stock gems.

Arnett Lanse Waters is a bit of a news junkie. His best investment ideas, he…

By John Simons

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Free Your Mind

Its OK to be bullish again, but dont run blindly with the herd

Creating a dependable forecast of the economy is notoriously difficult. Tons of variables connect to…

By Mellody Hobson

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Research Stocks Like a Wall Street Professional

Learn that one special thing the pros look for before making an investment

The key to making good stock-picking decisions is cold, hard research. When you make individual…

By Renita Burns

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Money Matters: Books to Boost Your Financial I.Q.

5 selections that offer valuable lessons on all things related to money

What books would you recommend I study to increase my financial I.Q?

By John Simons

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Charge Up Your Portfolio with Small Caps

Dawn Alston Paige of Piedmont Investment Advisors recommends stocks that are benefiting from�and helping to power�economic recovery

Like all portfolio managers, Dawn Alston Paige uses complex formulas and algorithms to identify stellar…

By John Simons

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College Aid 101

How to save the most money for college and still remain eligible for the best financial aid package

If your children are destined for college, one thing is certain: You can expect to…

By Donald Jay Korn

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Credit Where It’s Due

As large banks fall out of favor, more consumers are turning to credit unions. Here�s why.

When Jeremy Treadwell needed a car loan, the recent college graduate turned to the financial…

By Robin White Goode

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Does God Have a Place in Your Portfolio?

A growing number of ETFs and mutual funds attempt to appeal to religious investors

What’s God got to do with investing? Increasingly, quite a bit.

By Sheryl Nance-Nash

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Money Matters: Will Withdrawing Cause More Hardship?

I’d like to make a hardship withdrawal from my Fidelity 401(k). How much will I…

By John Simons

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Who’s in Your Wallet?

New money management Websites offer convenience, but safety is a concern

Sites like Mint.com, Wesabe.com, and Buxfer.com tout their ability to let you handle everything from…

By Bridget McCrea

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In Search of Small Wonders

Portfolio manager Kempton Ingersol makes a case for his favorite small-cap stocks

Kempton Ingersol’s job is considerably more fun than the average portfolio manager. Ingersol, who is…

By John Simons

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Money Matters: Managing Retirement Accounts

I have a few retirement accounts set up. Can you provide me with a list…

By John Simons

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Buying Retail

Analyst Liz Dunn identifies merchants that are boosting their consumer (and investor) appeal

If you want to know how the American shopper feels from one month to the…

By John Simons

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Find the True Meaning of Green

How to investigate the Earth-friendly claims of companies before you invest

The common complaint about “green”
stocks and mutual funds is that they’re great for the…

By Bridget McCrea

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Get Ready for the New Normal

The financial crisis will have lasting effects��most of them positive

In the aftermath of the economic crisis, a number of financial pundits are spreading fear…

By Mellody Hobson

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The Best Offense: Defensive Investing

You don�t have to be a billionaire to use hedge fund tactics in your portfolio

Why do wealthy investors and institutions pay millions of dollars in admission fees to get…

By Donald Jay Korn

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Money Matters: Preparing for Retirement

Ask yourself key questions to reveal how best to structure your investments

I’m 61 years old and would like to retire in seven years. I have…

By John Simons

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Money Matters: Should I Ditch My Home?

Maintain your mortgage payments (if you can) even if you're "underwater"

I don’t have equity in the home I bought three years ago. When is it…

By John Simons

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Uncoventional Wisdom

How good a stock picker is Quintano Downes? The 13-year Wall Street veteran equities trader…

By John Simons

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Get a Jump on the Tax Man

As the clock strikes midnight on Jan. 1, it will also usher in the start…

By Renita Burns

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Apocalypse Then

Lessons from the crash

Life teaches its lessons not during easy times, but during difficult ones. As distance runners…

By Mellody Hobson

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Where To Invest In 2010

Expert market-watchers offer their outlook for the year ahead

Tea leaves, tarot cards, roots, potions, and Mattel’s Magic 8 Ball. If any of these…

By James A. Anderson

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Don’t Miss the Tech Stock Revival

Voice, video, and data are breathing new life into tech stocks. Richard Shaw identifies tomorrows winners

The economy will always have its booms and busts—and the same goes for financial markets.…

By John Simons

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Don’t Miss the Tech Stock Revival

Voice, video, and data are breathing new life into tech stocks. Richard Shaw identifies tomorrows winners

Which companies are positioned to prosper in the Internet’s latest voice, data, and video revolution.

By John Simons

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How to Choose a Financial Planner

Professional advisers operate in a variety of ways and get paid differently too

The key to finding the right financial planner is to find a competent, qualified professional…

By Bridget McCrea

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An Eye for Innovation

David Saunders of Credo Capital Management prefers growth companies with one-of-a-kind technologies

David E. Saunders II is the very definition of a growth investor. Saunders seeks high…

By John Simons

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Are You Properly Insured?

Five steps to determine the right amount of life insurance coverage

Pushing a pencil to add up just how much life insurance you need isn’t easy.…

By James A. Anderson

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This Old House

The pros and cons of buying foreclosures and short sale properties

Compelling as they may sound, foreclosures and short sales can present unique challenges.

By Bridget McCrea

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Sunny Side Up

Gordon Johnson, alternative energy analyst at Hapoalim Securities, sees a bright future for a handful of solar energy stocks

The solar technology industry is a hot field (pun intended) that’s generating plenty of buzz…

By John Simons

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Get Ready for Recovery

Channing Capital Management CEO urges investors to jump back into the market

This is a good time to be looking at your portfolio in the context of…

By John Simons

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Finding Financials

Bank, brokerage, and insurance stocks are pariahs these days. But many avoided danger. Heres some to consider

The recent economic meltdown started with the implosion of a handful of big banks and…

By Donald Jay Korn

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All in the Family

As more GenXers care for aging parents, creative planning can help beat high costs

Five years ago Jan Bryant found herself in the sandwich generation—those who are furthering their…

By James A. Anderson

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Can You Hear Me Now?

Morningstar analyst Imari Love gives the 411 on international telecom stocks

Imari Love keeps his eye on as an international telecommunications analyst for Chicago-based investment research…

By John Simons

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Have No Fear

TIPS offer a way to hedge against inflation

Perhaps you’ve noticed recently that the investment landscape has been long on turbulence and short…

By James A. Anderson

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Small Is Beautiful

Why community banks are suddenly a big hit with consumers

When it came time for Mell Monroe and his wife, Angela Higginbotham Monroe, to refinance…

By Donald Jay Korn

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I’m No Fortuneteller

So, don't ask me where the markets are heading tomorrow. What I do know: Dollar-cost averaging doesn't require a crystal ball

One of the odd things about being a financial specialist is that I have a…

By Mellody Hobson

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