How to choose a financial adviser
Susan Bondy explains adviser types and compensation methods from commissions to fee only. She outlines accountants EAs estate planners financial planners and investment advisers with designations like CFP CHFC CPA-PFS CLU and NASD rules. Readers are invited to send questions to The Gazette in Cedar Rapids Iowa.
MENTIONED IN THIS ARTICLE
Cpas
Internal Revenue Service
Certified Public Accountants
Eas
IRS
Chartered Life Underwriter
Securities and Exchange Commission
National Association of Securities Dealers
NASD
Susan Bondy
Susan
Gazette
Third Ave
Cedar Rapids
Askbondyanol.com
Money market funds slide amid weekly shifts in assets
Retail taxable money market funds rose by 607.6 million to 855.95 billion while retail money funds fell 118.2 million to 1.045 trillion for the week. Institutional funds dropped 15.07 billion to 1.200 trillion with total money market assets at 2.245 trillion. The seven day yield stood 1.24 percent.
MENTIONED IN THIS ARTICLE
New York
Investment Company Institute
Money Fund Report
iMoneyNet Inc
Westboro
Mass
Investors discount 9 11 impact on markets and trust
A year after the 9 11 attacks investors see other factors far more tied to Wall Street’s slide. Corporate misconduct and the bursting tech bubble, not the terror attack alone, shaped cautious sentiment and capital flows into bonds and real estate.
MENTIONED IN THIS ARTICLE
Chicago Tribune
Leland Fisher
Winnetka, Ill
Wall Street
America
Fisher
Fortress America
Don Cassidy
Lipper Analytical Services
Charles Osgood Soraya Hernandez
Vice Fund targets tobacco liquor casinos and defense
The Vice Fund opens to the public on Sept. 3 as a socially irresponsible fund investing assets into tobacco liquor casinos and defense. Managed by Mutuals.com with $240 million under management the fund begins with under $100,000 seed and 25 percent in each sector.
MENTIONED IN THIS ARTICLE
Knight Ridder
Vice Fund
Texas Research and Investment
Dan Ahrens
Mutuals.com
Securities and Exchange Commission
Ahrens
Vice
Also Mentioned on This Page
Bondy
Creators Syndicate Inc
Roth & Rollover
John C. Erbes
CFP
Sci&ax
Adivisi
Ons, LLC
First Ave
Cedar Rapids Ducts
FDIC
Dana Healy
Yonr
Welter
Blairs Ferry
Monticello
Dubuque
Janet Kidd Stewart
Lipper
Wells Fargo
Sung Won Sohn
Soraya Hernandez
Chicago
MML Investors Services Inc
Hernandez
Safer Investments
Tribune
Krt
Money Market Funds
Mutuals.com Inc
S&p 500 Alcoholic Beverages
Dallas Mutual-Fund
S&p 500
Errol
Cook
Lindsey
Skogman.com
David Verhille
TrueNorth Companies
4Th Avenue
Kansas City Life
Kansas City Life Insurance Company
Tegies
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