Posts tagged as:

money management

Are you looking to score a great career in the financial arena? With everyone trying to save money, unemployment rate near double figures, prospective job applicants are looking for careers that offer security and the opportunity for advancement. If you want to land that cushy finance job, be sure to select the right major and obtain [...]

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Monthly Financial Checklist: 6 Activities for June

by Miranda

in Money

We’re approaching the mid-year mark, and it’s a great time to evaluate your financial situation. If you’ve been working on financial goals this year, a personal financial checklist by month is a great way to help you keep track. (See checklists for May and April.)
As you contemplate the remainder of the year, here are 6 [...]

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Ideas On Cyclical Investing: What to Do When Markets Are Up, What To Do When They’re Down

Money

In this article, I share some thoughts on what I think you should try to take advantage of when markets are up vs. down. It may sound like market timing, but that’s not exactly what I’m referring to. Certain financial moves are more wisely made in “up” markets and vice versa.

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Swiss Bank Secrecy Model Under Threat – But the Problem may be our own Complicated Tax Code

News

US insistence that the Swiss bank UBS handover client data to the US government authorities is having a ripple effect in the Swiss political and banking circles. For decades, the Swiss banks have maintained secrecy of client information and as a result has attracted many high net worth clients. Swiss laws do allow the banks [...]

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Separately Managed Accounts could be a good investment management option

Money

If you have substantial assets to manage, you have many different options. You could choose to invest using mutual funds, or you could choose buying stocks on your own, possibly with help from your investment management professional. You may have also considered the option of establishing a portfolio of separately managed accounts with diverse strategies. [...]

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Reviewing Money Management Software

Money

With the new year here, it’s time to review our year and figure out what to do better for 2009. For me, I always review my year within my current money management software, namely Microsoft Money. But this year, as I ended up upgrading to Vista, I thought it would be a good chance for me to review my current money software to see if it was truly what I needed for the new year.

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