October 8, 2012 |
Hiring a financial planner isn't just for the wealthy anymore. Regular investors also can get reasonably priced help, business reporter Walter Hamilton writes in The Times' Mutual Fund Quarterly Report. As a legion of do-it-yourself investors gets older and their portfolios grow larger, many people find they need guidance from a financial planner. Fortunately, investment advice doesn't have to break the bank. You can turn to online-brokerage and mutual fund companies, fee-only financial planners, and even from an emerging crop of websites popping up on the Internet.
October 7, 2012 |
Of all the challenges individual investors face, one of the toughest is finding a good financial planner. As a generation of do-it-yourself investors grows older and their financial lives get more complex, many people are realizing they want a human touch. Though they're comfortable researching investments on the Internet, they want some level of guidance from a planner. "People say, 'Look, I know what I'm doing but I just had a kid' or 'I've gotten a bonus at work and money is now more important to me. It's more serious,'" said Jon Stein, founder of investment website Betterment.com.
September 6, 2012 |
Ray Lucia calls his investment strategy "Buckets of Money" on his nationally syndicated radio talk show. Federal regulators call it something else. The Securities and Exchange Commission accused the San Diego radio personality of misleading investors to think that his strategy helps retirees "generate inflation-adjusted income for life. " They are seeking an order that would prevent the wealth manager from making such claims. Lucia, whose radio program is broadcast daily in most of the nation's top markets, promotes his fee-based investment program at seminars held at upscale resorts throughout the country.
February 27, 2011 |
Question: Can the stock of Estee Lauder Cos. keep rising? Answer: This diversified skin-care, makeup and fragrance company has some attractive opportunities. Known for such brands as Clinique, Aveda and American Beauty as well as its Estee Lauder line, the company recently increased its short-term profit forecast, citing the return of luxury consumers to U.S. stores and significant gains in overseas markets such as China. In the fiscal year that ended June 30, Estee Lauder's earnings more than doubled to $478 million as sales rose 6.4% to $7.8 billion.
November 14, 2010 |
Question: I have heard many good things about Roche Holding. Is it a good investment in light of the new healthcare law? Answer: This Swiss pharmaceutical firm has lost some investment luster. The company has an array of cancer-fighting biotechnology drugs, but its once-robust sales growth has been slowing, the threat of cheaper generic drugs is growing, and the company has suffered setbacks in drug development. To improve its outlook, the company is turning to cost-cutting, with staff reductions expected in a number of markets.
March 28, 2010 |
There aren't a lot of investment experts who will tell you what they said 10 years ago and just how much of it turned out to be right. But John C. Bogle isn't your average investment expert. Bogle, author of "Common Sense on Mutual Funds," is right most of the time, which differentiates him from 97% of the mutual fund managers who attempt to beat the market. When he updated his book this year for its 10th-anniversary edition, he put updated passages in red but left the original text, too, so that everyone could see how well his earlier advice held up. Batting average?