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

 



Answer Button
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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Monday, July 14, 2014

Fw: [New post] Is Private Equity Out of Tune with Society?

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-----Original Message-----
From: Enterprising Investor <donotreply@wordpress.com>
Date: Mon, 14 Jul 2014 09:02:50
To: <mainandwall@gmail.com>
Subject: [New post] Is Private Equity Out of Tune with Society?

Post : Is Private Equity Out of Tune with Society?
URL : http://blogs.cfainstitute.org/investor/2014/07/14/is-private-equity-out-of-tune-with-society/
Posted : July 14, 2014 at 5:00 am
Author : Colin McLean, FSIP
Tags : conflicts, expenses, finance, GIPS, performance measurement, private equity, regulation, risk
Categories : Alternative Investments, Standards, Ethics &amp; Regulations (SER)

Against a weaker economic background, a re-run of pre-crisis practices is no longer acceptable. In the face of criticism from regulators, investors, and politicians alike, an overhaul of private equity practices is overdue.

Read more of this post ( http://blogs.cfainstitute.org/investor/2014/07/14/is-private-equity-out-of-tune-with-society/ )

Add a comment to this post: http://blogs.cfainstitute.org/investor/2014/07/14/is-private-equity-out-of-tune-with-society/#respond

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Sunday, July 13, 2014

Tenets of Modular_Finance

Complexity Theory Systems Thinking Behavioral Finance Evolutionary Psychology. (Orgel's Rules)
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Saturday, July 12, 2014

Tweet from @washingtonpost

@washingtonpost: A "nationwide gentrification effect" is segregating us by education http://t.co/MCl81iczD6


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Fw: Sinology by Andy Rothman: World's Best Consumption Story

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From: Matthews Asia <info@matthewsasia.com>
Sender: Matthews Asia <matthews@reply.ms00.net>
Date: Fri, 11 Jul 2014 09:01:50 -0700
To: <mainandwall@hotmail.com>
Subject: Sinology by Andy Rothman: World's Best Consumption Story

Matthews Asia
July 2014
Sinology—by: Andy Rothman

Si-nol-o-gy [n]: the study of Chinese language, history, customs, society and politics

Sinology by Andy Rothman is a publication designed to provide investors with a framework for developing a deeper understanding of China and its economy. The focus will be on discussing the longer-term trends that are taking place in the country and their impact on the global economy.

In our third installment of this series, we explore China's consumption growth. Unprecedented income growth is the most important factor supporting China's already strong consumption story. So is there any merit to the naysayers who argue that consumption has weakened, and investors should be alarmed by the urgent economic 'rebalancing' needs? Sinology explores.

Andy Rothman

Andy Rothman
Investment Strategist

 

 

 

World's Best Consumption Story

Entrepreneurial China

Read the Article

  • Consumption may be a small share of GDP, but by any other measure China's consumer spending is very strong, with real retail sales up 10% year-over-year.
  • Income has more than doubled over the last decade, and in recent years private consumption has been growing by 9% in China, compared to less than 2% in the U.S., Japan and Germany.
  • 'Rebalancing' of the Chinese economy is already well underway, and there is no reason for investors to wait for that process to finish. China is already a fantastic consumption story.

You should consider the investment objectives, risks, charges and expenses of the Matthews Asia Funds carefully before making an investment decision. This and other information about the Funds is contained in the prospectus or summary prospectus which may also be obtained by calling 800.789.ASIA (2742). Please read the prospectus carefully before you invest or send money as it explains the risks associated with investing in international and emerging markets. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Fixed income investments are subject to additional risks, including, but not limited to, interest rate, credit and inflation risks. In addition, single-country and sector funds may be subject to a higher degree of market risk than diversified funds because of concentration in a specific industry, sector or geographic location. Investing in small- and mid-size companies is more risky than investing in large companies as they may be more volatile and less liquid than large companies.

The views and information discussed represent opinion and an assessment of market conditions at a specific point in time that are subject to change. It should not be relied upon as a recommendation to buy and sell particular securities or markets in general.

The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Matthews does not accept any liability for losses either direct or consequential caused by the use of this information.

Matthews Asia Funds are distributed in the United States by Foreside Funds Distributors LLC
Matthews Asia Funds are distributed in Latin America by HMC Partners

© 2014 Matthews International Capital Management, LLC

Matthews International Capital Management, LLC
Four Embarcadero Center, Suite 550
San Francisco, CA 94111
USA




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Fw: naked capitalism

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From: naked capitalism <blogger@nakedcapitalism.com>
Sender: noreply+feedproxy@google.com
Date: Sat, 12 Jul 2014 11:02:42 +0000
To: <mainandwall@hotmail.com>
Subject: naked capitalism

naked capitalism


Links 7/12/14

Posted: 12 Jul 2014 03:55 AM PDT

Links monkey hugging dog

Former CalPERS CEO Pleads Guilty to Bribery, Fraud, Including Taking Cash in Paper Bags

Posted: 12 Jul 2014 01:59 AM PDT

Several readers sent accounts from the California press on the latest sordid chapter in a long-standing, large scale pay-to-play scandal at the giant California public pension fund, CalPERS. Earlier this month, state papers reported disclosed that the former CEO, Frank Buenrostro, had cut a plea bargain with Federal prosecutors and was turning evidence on his (alleged) former partner in crime, placement agent and former CalPERS board member Alfred Villalobos. We'd heard privately before that story broke that the charges against Buenrostro were about to be greatly expanded, which is likely what lead the former CEO to fold. But as a CalPERS insider told us, "It was a race to see who was going to cut a deal first."

Don Quijones: Why Are TBTF Banks So Happy With The European Banking Union?

Posted: 11 Jul 2014 10:31 PM PDT

On Tuesday, November 4th of this year, supervision of the Eurozone's 130 biggest banks, representing 80% of total financial assets, will be passed from national authorities into the welcoming hands of the ECB. From that day on, European banking union will be a reality. The banks love the idea, as do apparently most Eurocrats, Members of the European Parliament, and national leaders. As for the rest of the inhabitants of the Eurozone – all of whom will be impacted in one way or another – most are blissfully unaware that it is even happening.

Our Op-Ed at CNN on BNP Paribas Settlement

Posted: 11 Jul 2014 09:38 PM PDT

CNN approached us about writing an op-ed on the $8.9 billion BNP Paribas settlement and you can see the article here. This is the first time we've written for them and they seemed happy with the outcome. I've been remiss in not making an observation about the settlement.