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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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
January 2004
Scott Bernard Nelson
Under Fire Is it still possible to invest without getting burned? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 2, 2004
Rich Smith
Xybernaut's Dilution Solution Expanding shares outstanding can make a shrinking loss look even better. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 20, 2004
Jeff Hwang
A Costly Tech Buyback Selling options low and buying back shares high destroy Texas Instruments' value. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
December 4, 2006
Lauren Young
Taking Stock Of Taxes Fund investors, beware of capital gains mark for My Articles similar articles
The Motley Fool
October 27, 2006
Dan Caplinger
ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
July 2004
Dian Vujovich
Mutual Attraction Despite the headlines, mutual funds are still a good thing. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 21, 2005
Don't Buy the Dividend! There's a bad time to buy into mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 11, 2005
Calculating Capital Gains Calculate your gains correctly, and you can save hundreds in taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles