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Year: 2017

106 Things We Do For Clients, No. 37

No. 37 of 106 Things We Do For Clients Help facilitate holding and warehousing mutual funds, stocks, bonds, and other securities. The days of holding a physical certificate that represent a security interest aren’t completely in the past. We still have clients bring...

A Graphic Look at Retirement Savings

Financial journalist Megan Wells of InvestmentZen recently published an article that uses infographics as well as text to show how Americans are saving (or more accurately, not saving) for retirement. The piece offers substantial information in a way that’s easy...

Bonds: Common But Confusing Asset Class

Watch this video on YouTube What would you guess is the hardest investment class for most people to understand? You might think it’s stocks, or a subclass of stocks like those of companies in emerging markets. Or how about real estate investment trusts (REITS)...

106 Things We Do For Clients, No. 36

No. 36 of 106 Things We Do For Clients Help handle exchanges, tenders, and special stock dividends. Exchanges happen when a company is merged and the stockholders receive shares of the acquiring company. A tender offer is an offer to purchase some or all of a...

What I Didn’t Know Then About Investing

Watch this video on YouTube Fifty years ago I scraped together $100 that I earned moving lawns and invested in my first stocks. I had heard a person could make a lot of money owning stocks. The ones I bought were all very small regional companies that I selected with...