Article: http://online.barrons.com/articles/annuity-novelties-1417222881 The article covers the advantages of using a deferred annuity for reducing required minimum distributions as well as purchases within a trust. The core of the trust idea is to benefit from tax deferral while loading the ...
pg 30]. Bearish stories: Latam Airline Group [ LFL ; Barron ’ s was positive on 10/7/13 on the merger of Chilean LAN ..... TAM that created LFL, but things have been choppy and Barron ’ s is cutting its losses; pg 11]; Twitter [ TWTR ; disappointing
Covance [ CVD ]; S&P has downgraded the debt from BBB to BBB-. A turnaround of Urban Outfitters [ URBN ] is possible; Barron ’ s also has a bearish story on its online edition [ so, Racanelli and Hough disagree ]. For the week , DJIA +0.92% , SP500
Over the weekend, Bill Gross recommended four stocks as he participated in the first round of the Barron ' s Roundtable. One of his four recommended stocks was PMF, about which he said: " I like closed-end funds that provide steady income
I extracted the subject from a Barron ' s article which, if you have access ..... know who Gundlach is this is what Barron ' s says about him: Mr. Gundlach is ..... Wall Street Journal, USA Today, Barron ’ s , Forbes, Fortune, Pensions & Investments
Pg 7: Forsyth – Nixon said in early 1970s that who cares about those gnomes of Zurich, but the world paid attention last week when the Swiss removed the franc-euro peg . Badly hurt were those who borrowed at low rates in franc to invest elsewhere with leverage [the carry-trade ] – Russian ...
Pg M3, Trader: A Swiss surprise , a free franc no longer tied to the euro [ see more under Europe ]. It makes ECB’s QE more likely on Jan 22. Several currency brokers/dealers went up in the smoke and FXCM was rescued only by a quick cash injection from LUK . Oil temporarily [ ? ] stopped ...
The first part of Barron ' s Roundtable is out. I tackled it first and my regular summaries [Part 1 & 2] will follow later. Cover story “Roundtable
mutual fund investing: paying capital gains taxes when you haven’t sold a single share.” -Beverly Goodman, Barron ’ s December 13, 2014 “Fund Investors Get Hit With Surprising Capital Gains” Like much of the mutual fund industry, our Oakmark
hosts “ Money Matters ,” a live financial advice show on Atlanta’s News 95-5 and AM 750 WSB Radio. In 2014 Barron ’ s Magazine named him as one of America’s top 1,200 Financial Advisors. His newly released book, You Can Retire Sooner Than