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Mutual Funds

SEC opens the door to startup investing

SEC opens the door to startup investing

As reported in the news of the OC Register: A new form of crowdfunding is coming soon that will allow startups to raise money by selling stock to Main Street investors. The Securities and Exchange Commission on Friday adopted rules implementing a 2012 law that opened the door to securities crowdfunding. The vote was 3-1 […]

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Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings

Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings

Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings, as reported in the WS Journal. U.S. stocks are expensive by historical standards and the market has been choppy since mid-September. Nervous? To figure out how much risk you’re exposed to, try looking at your portfolio from five different […]

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Where to Exit the Market Herd

Where to Exit the Market Herd

Editor’s Note: This article appeared in early January, 2015.  The timing and statements still appear true as of today  – – the date of publication. Where to Exit the Market Herd – Simon Constable Suggests Three Contrarian Investment Plays, as reported in the WS Journal. Going with the crowd might have helped in high school, […]

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Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come

Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come

Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come, as reported in the WS Journal. Investors often try to profit by betting on short- and medium-term shifts in stocks and bonds. But the real money comes from anticipating long-term trends, the kinds of changes that take […]

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10 things investors won’t tell you

10 things investors won’t tell you

10 things investors won’t tell you, as reported in the WS Journal. 1. We have no idea what we’re doing… Over the last four decades, the 401(k) plan has replaced the pension as the main form of retirement plan. About 31% of workers had so-called defined contribution retirement plans in 2008, up from just 8% […]

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Simple, Bedrock Rules on Personal Finance

Simple, Bedrock Rules on Personal Finance

Simple, Bedrock Rules on Personal Finance as reported in the WS Journal.  Smart money moves aren’t more complicated than you think. They’re simpler.  Cut through all the jargon and pontificating and technical stuff, and everything you really need to know about personal finance fits into less than 1,000 words—no more than three to four minutes. […]

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Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market

Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market

Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market, as reported in the WS Journal. As 2015 gets under way, most on Wall Street expect the nearly six-year-old bull market for stocks to keep running. And the long-awaited bear market for bonds seems to be on hold. For mutual-fund investors, […]

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What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil

What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil

What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil, as reported in the WS Journal. As we close the book on 2014, how should you tweak your portfolio for the year ahead? On the whole, the U.S. economy has been looking better of late. Financial experts […]

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Target-Date Funds Gained in 2014 – They’re More Popular, Even as Experts Debate Their Design

Target-Date Funds Gained in 2014 – They’re More Popular, Even as Experts Debate Their Design

Target-Date Funds Gained in 2014 – They’re More Popular, Even as Experts Debate Their Design, as reported in the WS Journal. The use of target-date mutual funds continues to grow, despite conflicting views about their design. These all-in-one funds for retirement could capture almost 90% of contributions to 401(k) plans by 2019, according to research […]

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Savings Strategies for Young People – When Your Earnings Are Meager, You Need a Plan

Savings Strategies for Young People – When Your Earnings Are Meager, You Need a Plan

Savings Strategies for Young People – When Your Earnings Are Meager, You Need a Plan, as reported in the WS Journal. Tatum Lindsay knows she should be saving, but she’s not quite sure where to start. The 22-year-old interned at Harvard Law School’s online-education outfit and worked as a writer on a contract basis with […]

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End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too

End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too

End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too, as reported in the WS Journal. Three years ago, I was asked to provide sensible advice on a variety of investing topics in a new column for The Wall Street Journal Sunday. We called it Investing Basics. Sometimes […]

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How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year

How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year

How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year, as reported in the WS Journal. Looking to improve your money management in 2015? Here are 31 rules for the financial road ahead. They’re excerpted from the “ Jonathan Clements Money Guide 2015,” which covers financial topics from retirement […]

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White Calls For Tighter Rules On Fund Managers

White Calls For Tighter Rules On Fund Managers

The SEC is working on a set of reforms intended to lessen the asset management industry’s risk and limit the likelihood that a market downturn could trigger a broader financial crisis. The initiatives are a response to the asset management industry’s massive growth and the expanding range of investments fund managers hold. SEC Chair Mary […]

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Structure Your Portfolio for Turbulence – Two Investment Rules to Help Do That

Structure Your Portfolio for Turbulence – Two Investment Rules to Help Do That

Structure Your Portfolio for Turbulence -Two Investment Rules to Help Do That, as reported in the WS Journal. As we struggle with yet another bout of stock-market turbulence, keep two investment rules in mind: No. 1: Never trade based on a market forecast. No. 2: Design your portfolio so that short-term results don’t matter. With […]

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How Reaching for Return Becomes Digging a Hole – Most Investors Have No Business Loading Up on Leverage and Dabbling in Derivatives

How Reaching for Return Becomes Digging a Hole – Most Investors Have No Business Loading Up on Leverage and Dabbling in Derivatives

How Reaching for Return Becomes Digging a Hole – Most Investors Have No Business Loading Up on Leverage and Dabbling in Derivatives, as reported in the WS Journal. During a stock-market decline, there are those who panic and sell. And then there are those who don’t have any choice. In late 2008 and early 2009, […]

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Market Watch – New Money-Fund Rules, Tight Mortgage Standards, Home Sales Slide

Market Watch – New Money-Fund Rules, Tight Mortgage Standards, Home Sales Slide

New Money-Fund Rules, Tight Mortgage Standards, Home Sales Slide, as reported in the WS Journal. New Money-Fund Rules U.S. regulators approved rules intended to prevent a repeat of an investor exodus out of money-market mutual funds during the financial crisis, addressing one of the biggest unresolved issues from the 2008 meltdown. The asset-management industry, long […]

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This Summer’s Unflappable Market Rally While You Were Tanning, Bulls Were On the Run

This Summer’s Unflappable Market Rally While You Were Tanning, Bulls Were On the Run

This Summer’s Unflappable Market Rally – While You Were Tanning, Bulls Were On the Run, as reported in the WS Journal. While you were at the beach, the bulls were running in both the bond and stock markets. Many fund managers and investment strategists see little on the horizon to knock the markets significantly off […]

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A Year of Hefty Gains – Even Equity-Light Funds Did Well

A Year of Hefty Gains – Even Equity-Light Funds Did Well

A Year of Hefty Gains – Even Equity-Light Funds Did Well, as reported in the news of the WS Journal. Last year’s powerful stock-market advance—the Dow Jones Industrial Average soared 26.5%—drove all-in-one funds for retirement to post robust gains. Stock-heavy funds for younger workers aiming to retire in 2040 generally returned more than 20% in […]

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Mutual Funds Can Ride the Market Up in 2014 – Wall Street Pros Say Stocks Could See Another Impressive Year

Mutual Funds Can Ride the Market Up in 2014 – Wall Street Pros Say Stocks Could See Another Impressive Year

Mutual Funds Can Ride the Market Up in 2014 – Wall Street Pros Say Stocks Could See Another Impressive Year, as reported in the news of the WS Journal. The stock market shocked investors in 2013 with huge gains. It could happen again in 2014 as long as corporate earnings cooperate. A year ago, a […]

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The World in 2014? Consult Your Inner 8 Ball

The World in 2014? Consult Your Inner 8 Ball

The World in 2014? Consult Your Inner 8 Ball, as reported in the WS Journal. I asked my Magic 8 Ball if it’s better at predicting the future than most economists. It replied: “Without a doubt.” I turn to my Mattel MAT +1.42% oracle at the end of each year. It has no M.B.A., but […]

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Meet Paul Raymond

Meet Paul Raymond

Mr. Raymond is a sought after speaker in tax controversy law by many attorney, accountant, and business groups and at the request of the Internal Revenue Service, has presented programs at the IRS Nationwide Tax Forum, attended by tax professionals throughout the United States.

Additionally, he continues to be an active member in the Section of Taxation, American Bar Association, where he was the Past Chair of the Employment Taxes Committee.

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