Asset Allocation for Foundation and Endowment Investment Portfolios

Foundations, endowments and other not-for-profit organizations come in all shapes and sizes. The assets that they control and manage for the benefit of countless projects, charities, and causes is staggering in total and it has become a primary market for the vast array of investment products developed by Wall Street financial institutions. One can only … Read more

What Is A Hedge Fund, Anyway?

What is a hedge fund? A hedge fund is an aggressively managed portfolio of securities set up for investors who have a net worth of over one million dollars. Investors who participate in a hedge fund must sign a letter of agreement specifying that they are knowledgeable investors and that they are aware of the … Read more

Elucidating the distinction between hedge funds and mutual funds

Investment vehicles are of various types of which mutual funds are perhaps the most popular. However, people are increasingly becoming aware of the specialty investment vehicles, hedge funds. How do these differ from the conventional mutual funds? If you have no idea, it is better to get a good understanding of the distinction. Ample promotion … Read more

Alternative Minimum Tax Planning – Importance of Controlling Your Income Investors

Here is a checklist of different types of income, as specifically applicable to the category of taxpayer known as Investors.  The other categories – Employees, Small Business Owners & the Self-Employed and Retirees – will be discussed in future articles.  Keep in mind, however, that any one taxpayer may fall in more than one of … Read more

Commodity Forex Online Trading Secrets

What is commodity forex online trading? To a new forex trader, the idea of trading commodities and trading currencies at the same time is confusing. Surely currency is the thing that we are trading? What do commodities have to do with it? The answer lies in economics. Commodity forex trading is based on a specialized … Read more