Hedge funds are investment funds that are free to invest in almost any investment opportunity, utilizing a broad array of investment strategies. Initially, hedge funds were designed to hedge against market risk, and while some still do, others take on excess risk in hopes of outsized gains. For more information on hedge funds, read this Investment Whys.
Purchasing stocks as investments is often easier than selling because of most investors’ fears of capital gains. However there are several circumstances where it is beneficial to sell a stock and recognize the capital gain. For more information on when to take capital gains and losses, read this Financial Tip.
A trading halt is a temporary suspension in the trading on the New York Stock Exchange if the Dow Jones Industrial Average were to drop to a predetermined trigger level. The halt is designed so that investors can evaluate what news is moving the market. For more information on the trigger levels for the remainder of 2009, read this Investment Whys.
Income mutual funds often invest in companies that pay dividends, bonds or a combination of both. Some income funds may also have a secondary objective of capital growth. For more information on several types of income bond funds and the types of bonds they may hold, read this Investment Whys.
We offer a few simple rules to “recession proof” your portfolio; however, the rules should be followed in both good and bad markets.
While bond funds are appropriate for some investors, many who invest in bond funds may be missing out on two key characteristics that owning a bond provides: a fixed yield and a contractual maturity date. For more information on the differences between bonds and bond funds, read this Investment Whys.
Henssler Financial follows a strict investment philosophy for all investors. When it comes to equity investments, we suggest only investing money you will not need within the next 10 years in high quality, individual common stocks that fall within a strict investment criteria. For more details on how we choose individual common stocks, read this Financial Tip.
Great-uncle Harry passed away and left you a fortune in coins. What a windfall! However, later you find out the coins are rare antiques and no longer U.S. currency. If you find yourself in a situation where you want to sell a rare coin collection and need to know how to obtain a fair and reasonable price, read this Financial
If you have a complex financial life, or if you are unsure of your ability to recognize a good investment, you should seek the advice of a financial adviser. A financial adviser should look at your whole financial picture taking into account your taxes, insurance and estate plans. For more information on when you should seek an adviser’s help, read this Financial Strategy.
If you have had the unfortunate experience of watching one of your securities investments plummet to worthlessness, you may be eligible for a tax deduction. However, the IRS has a strict definition of "worthless." For more information on what qualifies a stock to be worthless and how a taxpayer can take advantage of a loss of a stock that has a miniscule amount of value, read this C.P.A. Insight.
