News and Industry Updates
Blog
The History of the Mutual Fund, the Emergence of the ETF, and Picking the Right Fund for You
PART I The first mutual fund in the United States was created by the The Boston Personal Property Trust 1893. This fund was more real estate based and its structure more closely resembled what we think of today as a hedge fund rather than a mutual fund. The...
Social Media Stocks! Should you invest?
Facebook, Path, Pinterest, Groupon, Pandora! We use these social media tools everyday although no one seems sure if they are actually profitable. This year is the year for social media IPOs! Although there is a lot of press around Facebook's IPO, social media...
Saving!
Although this newsletter may seem pretty personal and a little hoaky. I just wanted to tell you about an experiment that I recently undertook this past month that had some surprising results. Yes, this may be cliché, but I have been trying to lose a couple of...
529 Plans and College Savings plans
I don’t know if you've heard the news but I'm a godmother now! This title comes with a tremendous amount of responsibility. I want to do my part for my little “Emma Christine." This got me thinking, and I decided that I really want to make a contribution to her...
How a Private Share Becomes a Public Stock & Some Tips about Buying a Newly Traded Stock
Nationally and locally, there has been a lot about IPOs, what with the long awaited Facebook IPO, and our very own local Synacor. Many people I've been talking to about these ventures do not really understand the “whys, hows, and wha fors” of an IPO. So I...
General 2012 Economic Outlook
Here we are again! Our annual financial crisis should begin to be charted like a Chinese calendar. Happy New Year! 2008 - Year of the Mortgage Shyster 2009 - Year of the Bail-out Bandit 2010 - Year of the Oiling Racketeer 2011 - Year of the Greek Hooligan 2012 - Year...