Archive for February, 2008

Monday, February 25th, 2008

Visa IPO - Price Offering Confirmed

Visa announced today that it expects to generate nearly $19 billion in its IPO. This will easily place it as the largest IPO in the history of the United States. In fact, this will be greater than the offering of both AT&T (2000 - $10.6 billion and currently the record holder for largest […]

No Comments » - Posted in Investing by admin

Monday, February 25th, 2008

Short Selling a Stock- What Is It?

I was talking recently with one of my tax clients about investing and the topic of short selling came up.
“In finance, short selling or “shorting” is the practice of selling securities the seller does not then own, in the hope of repurchasing them later at a lower price. This is done in an attempt to […]

No Comments » - Posted in Investing by admin

Friday, February 22nd, 2008

Clinton : Freeze ARM Mortgages?

“I would freeze interest rates for five years. These adjustable rate mortgages, if they keep going up, millions of Americans will be homeless.” -Hillary Clinton
Whoa whoa whoa…what?
People that bought homes and chose an adjustable rate mortgage entered into an agreement. The short term benefit for the buyers was that they would be faced […]

No Comments » - Posted in Miscellaneous by admin

Thursday, February 21st, 2008

Tax Questions : 1st of many

I’ve been running a tax return business and have been answering a lot of tax questions. In an effort to save myself some time and to help out my customers, I will be posting the most common questions that I have received. If you have any tax questions or any other questions related […]

No Comments » - Posted in Uncategorized by admin

Wednesday, February 20th, 2008

High Yield Checking - If You Miss Out, You Are a Sucker

Many people have the misunderstanding that banks work for you. Many also have the understanding that banks won’t do anything to help you unless it is in their self interest but don’t allow this understanding to change their behavior or their overall beliefs. There are few people that are willing to take the […]

No Comments » - Posted in Planning, Saving by admin

Thursday, February 14th, 2008

Free Suze Orman Book Download

Download your free copy of Suze Orman’s book, Women and Money: Owning the Power to Control Your Destiny from Oprah’s website free today and today only.
Suze has some great tips and approaches towards handling your finances.
If you are looking for a few new ideas on how to cut your spending or some new approaches towards […]

No Comments » - Posted in Miscellaneous by admin

Wednesday, February 13th, 2008

College Planning/Financial Planning for your Children

After my last posting, I received a few e-mails asking for more information about college planning.
College planning is something that anyone with children should be thinking about. The smallest of actions can help set your children up for a situation where they are able to avoid a massive debt load upon graduation.
The best way […]

No Comments » - Posted in Planning by admin

Thursday, February 7th, 2008

A Little Financial Planning Goes A Long Way!

Hello David,
I enjoy the honest, straightforward financial advice posted on your website. The lack of excessive brokerage jargon is much appreciated. It has been a useful primer for me as I enter the world of investing for my future as well as my family. I […]

No Comments » - Posted in Planning by admin