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BusinessWeek November 10, 2003 Jeffrey M. Laderman |
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. |
Knowledge@Wharton September 24, 2003 |
Mutual Fund Scandals: Once Again, Individual Investors Are the Losers Is the mutual fund industry going to become mired in the kind of scandal that has afflicted so many public companies over the past few years? |
Knowledge@Wharton July 30, 2003 |
Stock Options: The End of the Affair? For whatever reasons, more and more companies seem to be backing off of their love affair with options. |
Entrepreneur January 2004 Scott Bernard Nelson |
Under Fire Is it still possible to invest without getting burned? |
The Motley Fool April 16, 2004 Whitney Tilson |
Funds' Dirty Little Secrets Discover more ways hedge funds and mutual funds inflate their profits at the expense of investors. |
The Motley Fool January 15, 2004 Jeff Hwang |
On XM's Share Offering Insider selling after a run-up is cause for reevaluation of XM's stock price. |
BusinessWeek September 22, 2003 Anne Tergesen |
How Traders Play the Timing Game Finance professor Jason Greene explains why this technique hurts buy-and-hold fund investors and how to protect yourself |
The Motley Fool April 14, 2004 Bill Mann |
Dual-Class Shares, Second-Class Investors There is a separate, non-traded class of stock that receives 10 votes for each common stock. This means that the non-traded stock shareholders, including the CEO, can dictate terms at the company far in excess of their financial stake. |
The Motley Fool November 2, 2005 |
Capital Gains Rates If you haven't been paying attention, capital gains tax rates, which is what you pay on gains from the sale of stock (among other assets), are not the same as they were several years ago. Know what to expect when you sell those stocks. |
The Motley Fool April 6, 2004 Shannon Zimmerman |
Surviving the Fund Scandal Times are tough for fund investors, but they're about to get better. An unfolding mutual fund scandal is paving the way for serious reform. |
The Motley Fool January 2, 2004 Rich Smith |
Xybernaut's Dilution Solution Expanding shares outstanding can make a shrinking loss look even better. |
The Motley Fool March 25, 2004 Selena Maranjian |
The Least You Can Invest Don't think that you need to buy at least 100 shares. |
The Motley Fool April 13, 2004 Nathan Slaughter |
Watching for Wily Offers General Mills urges its stock owners to reject a below-market tender offer. |
The Motley Fool April 16, 2008 Dan Caplinger |
Be Tax-Smart With Your Investments Even if stocks lose money this year, mutual fund shareholders still face a tax bill. |
FDIC FYI May 19, 2004 |
Effects of Interest Rates on Money Market Mutual Funds The prolonged low interest rate environment has pressured returns on money market mutual funds (MMMFs). Although low rates are a boon to borrowers, the opposite, of course, is true for savers. |
The Motley Fool February 20, 2004 Jeff Hwang |
A Costly Tech Buyback Selling options low and buying back shares high destroy Texas Instruments' value. |
Real Estate Portfolio Sep/Oct 2003 |
International Tax Treatment of REITS A comparison of how REITs are treated in the US, Australia, Brazil, Canada, the EU, Asia, and elsewhere. |
BusinessWeek December 4, 2006 Lauren Young |
Taking Stock Of Taxes Fund investors, beware of capital gains |
The Motley Fool October 27, 2006 Dan Caplinger |
ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds. |
Registered Rep. August 20, 2008 |
Putnam, Janus Pay For Market Timing Scandal--But Did Anyone Really Lose Any Money? What impact did the market-timing scandal have on the fund industry? |
The Motley Fool February 19, 2004 Selena Maranjian |
When Too Much Cash Is Bad Even though cash allows companies to act quickly, there are other things they can do with their cash to be more productive. |
The Motley Fool November 15, 2007 Claire Stephanic |
Now May Be a Terrible Time to Invest Because most mutual funds distribute income and net capital gains to shareholders in November or December, the profit from the sale of these securities is taxed; buy now and you may end up paying more taxes than you should. |
Knowledge@Wharton |
How Employee Stock Options Can Undermine the Value of Ordinary Shares What effect do options have on the number of stock shares a company has in circulation? The answer can make a big difference when a company computes its earnings per share, and when investors calculate the critical price-to-earnings ratio. |
Entrepreneur July 2004 Dian Vujovich |
Mutual Attraction Despite the headlines, mutual funds are still a good thing. |
Registered Rep. April 1, 2006 Stan Luxenberg |
To Define a Theft For all the uncertainties, the SEC continues battling the mutual fund market-timing problem. After the scandal broke, the regulator promised tough moves to stop the questionable trading. But so far, the pace of change has been slow. |
The Motley Fool October 21, 2009 Dan Caplinger |
This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes. |
Financial Planning October 1, 2009 Donald Jay Korn |
The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates. |
The Motley Fool February 16, 2007 Stephen Ellis |
American Capital: The Private-Equity Steamroller The business-development specialist rolls through another quarter. Investors, take note. |
The Motley Fool October 29, 2007 Dan Caplinger |
Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS. |
Registered Rep. July 1, 2004 Will Leitch |
The End of the World as We Know It? Is the traditional model for securities houses --- investment banking, research, asset management, retail brokerage all coexisting under one roof --- more trouble than it's worth? |
The Motley Fool March 29, 2004 Bill Mann |
Buying What You Hate Anyone can point to the best companies. But some investors make money by buying up shares of the worst. |
Registered Rep. August 8, 2005 Stan Luxenberg |
CIBC and the Murky Waters of Mutual Fund Enforcement When the mutual fund scandals broke in September 2003, New York Attorney General Eliot Spitzer and other politicians described the misdeeds in black-and-white terms. Now, two years into the legal actions, the saga has begun to appear murkier. |
The Motley Fool February 24, 2004 Rick Aristotle Munarriz |
A Little Kinetic Energy Kinetic goes public in an energetic market, but should you be in a hurry to buy in? |
The Motley Fool March 31, 2004 Selena Maranjian |
Uncle Sam Double-Dips on Dividends Taxation of dividends: it's not what you earn that counts -- it's what you keep. |
The Motley Fool April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds. |
Real Estate Portfolio Nov/Dec 2002 George L. Yungmann |
Disclosing Net Asset Value When investors talk, publicly traded companies listen. A number of real estate companies have responded to investor and analyst interest by disclosing their calculation of net asset value (NAV) on a per-common-share basis. |
The Motley Fool January 16, 2004 Roy Lewis |
Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return. |
The Motley Fool March 24, 2004 Bill Mann |
The Taxman Cometh, Eh? Canada looks at tax changes that could needlessly reduce the attractiveness of some income stocks. |
The Motley Fool January 11, 2005 |
Calculating Capital Gains Calculate your gains correctly, and you can save hundreds in taxes. |
The Motley Fool June 16, 2006 Roy Lewis |
What to Know Before Selling Investors, regardless of whether you'll have a gain or a loss, you may be able to accomplish a sale but still minimize your taxes. |
BusinessWeek August 11, 2003 Jay Greene |
Microsoft's $49 Billion "Problem" Microsoft has a conundrum that any company would die for: what to do with its $49 billion pile of cash. With the stash amounting to $4.57 a share, it's what Goldman, Sachs & Co. analyst Richard G. Sherlund calls a "high-class problem." |
Salon.com August 6, 2002 Paul Roberts |
"Buy, Lie and Sell High" In his new book, "Buy, Lie and Sell High: How Investors Lost Out on Enron and the Internet Bubble," D. Quinn Mills sets out to analyze what happened and how investment banks sold the American economy down the river. |
The Motley Fool May 27, 2004 Bill Mann |
Dick Strong: How Sorry Are You? With Wells Fargo buying his company, Strong can now pay a big SEC fine out of his lint drawer. |
Knowledge@Wharton |
Oh, the Games Enron Played The Enron story is not simply a case of a lone company that played with fire and got burned. Enron was able to take enormous risks while keeping shareholders in the dark because it could exploit accounting loopholes for subsidiaries that are available to most publicly traded companies. |
The Motley Fool August 24, 2006 Dan Caplinger |
Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts. |
The Motley Fool March 16, 2004 Selena Maranjian |
How Companies Go Public A basic description of how companies raise money through an initial public offering, or IPO. |
HBS Working Knowledge December 8, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? I am skeptical of the ability of fund managers to consistently beat the market... I believe that we have probably seen the beginning of the decline of the actively managed mutual fund... The mutual fund scandal will shift public trust towards index funds... etc. |
Real Estate Portfolio July 2000 Ralph L. Block |
Just Say "No" If the significant improvement we've seen in REIT stock prices beginning late last year is, indeed, the beginning of a new bull market, one major worry for investors will be whether higher REIT prices will be greeted with a wave of new equity offerings. |
The Motley Fool May 5, 2004 Jeff Hwang |
On Cree's Buyback Cree, the semiconductor materials maker, has recently bought back around 4 million shares and with its most recent expansion authorizes the repurchase of 5.1 million additional shares. |
Knowledge@Wharton |
Post-Enron Pension Reform Aims to Educate -- and Protect -- Employees The central issue: How to treat the use of the company stock in the employees' retirement plans... |