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Your perfect wealth management and investment firm? |
What will be your perfect wealth management and investment firm? What do you find in firms out there that you wish you could change (realistically)? Goldman Sachs comes pretty close, it's the envy of all, either didn't get involved too heavy in sub-prime or more likely figured out a way to contain it. |
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The IRS does not allow "in-kind" transfers of stocks nor mutual funds NOT in retirement accounts (IRA, 401K, 403b, etc). If you sell the stocks or mutual funds you will pay taxes on the g... Clearly, most of the people who've answered this question have never worked in the industry. WIth all due respect, I think I know what I am talking about. I have been a trader. Here are ... I don't know aout Canada(great country by the way) but there are licenses needed here in the US. I can't remember at this time what that is though!! I will say that being 20 does not a... EtradeAustralia, OptionExpress and Tricom are some good brokerage firms that also have options trading platforms. ...Choosing one area (i.e. value, growth, international, etc.) is very risky as the "best" place to have your investments changes every year. For example, during periods of economic downtur... I believe your trading costs will be at least double with Schwab, with $800 invested at this point. Schwab is best for people with alot more money invested. I would look into the online broke... Generally these oil/gas limited partnerships or other "investments" are for wildcatting or other completely speculative ideas. Usually they are just a tax write-off for the wealthy but c... You can look in the yellow pages under "Stock brokers", mutuals funds, or investment advisors. Brokers, mutual funds are really not permitted to communicate with clients using e-mail. ... |
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