IN THIS ISSUE: Gifting To Those You Love Gifting: Control Is The Issue A Good WayTo Gift, In My Opinion A Time To Give Thanks Introduction As we near the end of November, the current economic and stock market situation may make giving thanks the last thing that enters our minds. However, even with all...
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Gary D. Halbert
Filed under: Filed under: Gary D. Halbert, Investment Strategies, Taxes, Scotia Partners, Purcell Advisory Services, Uniform Gift to Minors Act, Estate Planning, Thanksgiving, Rydex Funds, Gift Tax Exclusion, Trusts, Gifting
IN THIS ISSUE: "Market Timers Don't Own Yachts" Why Market Timing Gets A Bad Wrap Pros and Cons of Market Timing The Bottom Line On Market Timing A Market Timer Doing It Right Scotia's Moderate Risk Strategy Introduction I might have known it would happen. The very week last month that...
IN THIS ISSUE: A Shocking (To Some) Morningstar Report What’s The Big Deal? Other Important Questions To Ask Do It Yourself Or Let Us Help You Introduction There is little doubt that the Morningstar organization has been very good to the mutual fund industry. Morningstar is by far the most widely...