A change in the S&P 500 stock index

Dec 10, 2010
This final note on the way out, an observation about the ever-evolving state of the American economy. Standard & Poor's announced some changes...
Posted In: Dow, netflix, New York Times Company, Standard & Poor's, stocks, Wall Street

How much can you save for retirement without investing in stocks?

Aug 27, 2010
What would happen if you didn't put any of your retirement investment money in stocks, and instead stuck with more conservative investments? How...
Posted In: picture this, retirement savings, stocks

Sell stock to pay down debt

Apr 8, 2010
Question: My husband & I are both in our mid-50s. We have some money invested in the stock market, about $300,000. A few years ago we...
Posted In: debt, Housing, Savings, stocks

Points on the Dow

Mar 25, 2010
Question: I dabble a bit in the stock market with the money that have left over. That said I have a question in regards to how the ups and downs...
Posted In: Investing, stocks

A China bull

Nov 24, 2009
Question: I would like to consider putting a small portion of my retirement (and/or other) investment money in Chinese stocks. Is this a reasonable...
Posted In: Investing, retirement savings, stocks, Taxes

Gift stock to Mom

Nov 19, 2009
Question: What are the tax implications of giving a gift of appreciated stock to parents? I have some stock which has appreciated over the last...
Posted In: stocks, Taxes

Reward companies not Wall Street

Nov 16, 2009
Question: I will retire this year at age 65. My husband and I are both conservative financially. We own outright our farm and two rental properties...
Posted In: Economy, Investing, Savings, stocks

Stock options

Oct 29, 2009
Question: My husband is a mid level executive and he receives stock options yearly as part of his compensation. Since the stock prices have been...
Posted In: Investing, Jobs, stocks

A stock market winner

Sep 24, 2009
Question: My wife and I are in our mid 30s and we decided to take a gamble back in Jan 09 when everyone said the world was coming to an end. We...
Posted In: Housing, Investing, Savings, stocks

Stocks for the long haul

Sep 16, 2009
Question: First of all, I really like your steady and reliable counsel. You have a great style too. Here's my question: I believe someone released...
Posted In: Investing, stocks