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Asset Allocation (1) * Efficient Frontier |
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Bonds & Fixed Income (2) * Rate Spread on Corporate Bonds, * The Credit Spread Puzzle |
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Commodities (1) * Value of Commodity Futures |
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Credit & Debt (4) * Credit Card Market & Regulation, * Credit Cards Out To Get You, * Federal Reserve System Consumer Information, * How to win at credit cards |
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Economics & Statistics (6) * Consumer Price Index, * Damodaran Online, * Fed Interest Rates, * Federal Reserve database, * Morningstar, * US Personal Savings Rates |
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Finance Professors (5) * Worldwide Directory of Finance Faculty, * Jeremy J. Siegel, * John Y. Campbell, * Meir Statman, * William F. Sharpe |
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Financial Expenses (3) * Arithmetic of Active Management, * Costs and benefits of brokers, * S&P 500 Index Fund Expenses |
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Financial Research (1) * TIAA-CREF Institute |
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Index Benchmarks (1) * Original S&P 500 Returns |
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Investment Returns (1) * Equity Risk Premium Expectations |
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Investment Risk (1) * MyRiskTolerance.com |
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Money Market Funds (1) * iMoneyNet.com |
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Mutual Funds and ETFs (8) * ETF Consultants, * IndexUniverse.com, * Investment Company Institute, * Lipper Leader Rating System, * Morningstar Instant X-Ray Tool, * Morningstar Rating for Funds Factsheet... |
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Quantitative Finance (1) * The Blow-up |
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Retirement Accounts (3) * IRS 401k FAQ, * IRS Designated Roth 401k, * IRS FAQ on IRAs |
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Retirement Planning (9) * Boston College Center for Retirement Research, * Boston College CRR Financial Literacy Project, * Brightscope.com 401k expenses, * Shelby Smith's Guide to Social Security, * Social Security Actuarial Info, * Social Security Benefit Calculators... |
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Taxes & Capital Gains (6) * Federation of Tax Administrators, * Internal Revenue Service, * IRS Frequently Asked Questions, * IRS Publications, * Optimal Asset Location, * The Tax Foundation |
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Latest Listings
Category: Mutual Funds and ETFs * Morningstar Instant X-Ray Tool |
Morningstar Instant X-Ray Tool  |
Last Update: Apr/22/2011 20:25 |
Description:
Morningstar Instant X-Ray Tool Whenever you invest in multiple mutual funds and ETFs, you may wonder how broadly and appropriately diversified your aggregate portfolio might be. Have your investment holdings and mutual funds that you have chosen increased the global diversification of your personal financial asset portfolio? Do they just duplicate what you already own? You can use the free Morningstar Instant X-Ray Tool to measure your portfolio diversification. This tool can help you to understand better the relative contribution that each of your investment holdings makes to your goal of holding a broadly diversified investment portfolio. On the Morningstar website, you can find their "Instant X-Ray" tool. http://portfolio.morningstar.com/NewPort/Free/InstantXRayDEntry.aspx
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| Hits: 86 Rating: 0.00 (0 votes) |
Category: Credit & Debt * Credit Card Market & Regulation |
Credit Card Market and Regulation  |
Last Update: Apr/22/2011 20:13 |
Description:
NOTE THE LINK URL IS TOO LONG FOR THIS LINK SYSTEM, BUT CLICKING ABOVE WILL TAKE YOU TO A PAGE WHERE YOU CAN FIND THIS PAPER. IF NOT, CLICK OR COPY AND PASTE THIS COMPLETE LINK ADDRESS BELOW INTO YOUR BROWSER ADDRESS BAR: http://www.law.unc.edu/journals/ncbank/volumes/volume10/citation-10-nc-banking-inst-2006/the-credit-card-market-and-regulation-in-need-of-repair/To read an excellent summary about abuse of credit card consumers, see: "The Credit Card Market and Regulation: In Need of Repair" by Carolyn Carter, Elizabeth Renuart, Margot Saunders, and Chi Chi Wu, who all are lawyers with the National Consumer Law Center. Published in March 2006, "this paper was originally one part of comprehensive comments submitted by the National Consumer Law Center (NCLC) to the Federal Reserve Board. The comments were submitted on behalf of the low income clients of the National Consumer Law Center, a variety of other national advocacy groups, and individual members of the Board’s Consumer Advisory Council." The other national advocacy groups who participated in this submission to the Fed include: The Consumer Federation of America (CFA), Consumers Union (CU -- publisher of Consumer Reports magazine), Demos, The National Association of Consumer Advocates (NACA), The U.S. Public Interest Research Group (U.S. PIRG), and The Woodstock Institute.
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| Hits: 78 Rating: 0.00 (0 votes) |
Category: Retirement Planning * Brightscope.com 401k expenses |
* Brightscope.com 401k expenses  |
Last Update: Jan/28/2011 14:55 |
Description:
If you have investments in a company profit sharing, ESOP, 401k, stock bonus, or money purchase pension plan that has over 100 employees enrolled, you may be able to find information online about the expenses of your plan. These profit sharing, ESOP, 401k, stock bonus, or money purchase pension plans must file a Form 5500 with the Department of Labor. A firm named Brightscope.com has put this form 5500 information online. Brightscope.com says that their database contains over 55,000 plans and covers over 90% of total invested assets in company sponsored 401(k) retirement plans.
To find out about the plan expenses of any company in the Brightscope.com database, you must register with brightscope.com by giving your name, an email address, and a password, and then you must confirm an automated email that is sent to your email account. Registration is free and you do not need to be affiliated with any company. You can look up any company, as if for example, you were a job seeker and wanted to understand about any company's plan investment cost efficiency. However, make sure that you look up the company that is most important to you first, because you are limited to five free fee reports.
After you have logged into your brightscope.com account, search for a particular company by name. On the company overview page, select the "Brightscope Rating" tab near the top. Look for the little pie chart, followed by a link entitled "<Name of Company> Personal Fee Report" and click the link. In the "Your Fees" click "Select Investments" and add some particular investments and investment dollar amounts, and then click the "Submit Investments" tab at the bottom. Finally, click the link named "View Detailed Calculations" for a breakout of all the expenses.
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