Tuesday, July 15, 2014

Fw: How To Find The Financial Advisor Of Your Dreams

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From: "Investopedia.com" <webmaster@investopedia.com>
Date: Tue, 15 Jul 2014 12:00:00 -0600
To: <mainandwall@gmail.com>
Subject: How To Find The Financial Advisor Of Your Dreams


July 15, 2014
In This Week's Issue
How To Find The Financial Advisor Of Your Dreams
Exam Prep Question of the Week
Why The Best Financial Advisor Might Be You
Impact Investing: Making A Difference And A Profit
Why Caregivers Should Enlist A Financial Advisor
Don't Retire Early - Change Careers Instead
Financial Careers
How To Find The Financial Advisor Of Your Dreams
Perhaps you've already checked "find true love" off your bucket list. Now, on to getting your finances... Learn More
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Exam Question

Clark recently purchased shares in ABC mutual fund with some funds from the sale of his home. The fund has announced that it will pay Clark a $1,200 dividend and $4,300 in capital gains distribution. All of the following are options that Clark can take with the distributions EXCEPT:

a) Payment of dividends in cash, and reinvestment of capital gains in additional shares
b) Reinvestment of both dividends and capital gains in additional shares
c) Defer the distribution until the following year, to take advantage of a lower tax bracket
d) Payment of dividends and capital gains distributions in cash

 



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Financial Careers
Why The Best Financial Advisor Might Be You
Most people turn to the experts when seeking guidance in any number of areas. We go to the doctor...
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Financial Education
Impact Investing: Making A Difference And A Profit
Most investors spend their time chasing returns. But what if there was a way to do good while also turning...
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Financial Careers
Why Caregivers Should Enlist A Financial Advisor
The role of being a caregiver to an elderly parent or a sick loved one can be overwhelming at times. On top of the...
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Guide
Don't Retire Early - Change Careers Instead
Ask five people what it means to retire early and you're likely to get five different answers. Some would consider leaving...
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