Three no load stocks for long term growth picks
Lucent Technologies Norwest and Home Depot are highlighted as no load stock plans with low minimum buys and automatic monthly investments. Lucent aims for double digit growth in revenue earnings and dividends, Norwest shows strong regional banking growth and Home Depot notes 20 percent earnings growth since 1992 and expanding revenues.
MENTIONED IN THIS ARTICLE
A Lucent Technologies
At&t
Wall Street
Lucent
Ring Lucent
Norwest
Home Depot
Keepers For Life
Vanguard Offers Resource Center for IRA Accounts
The Vanguard Group launches a retirement resource center to assist IRA investors with transfers, rollovers, beneficiary designations, and minimum distribution requirements. It provides educational literature, a newsletter, software, and the Vanguard Retirement Manager for Mac. Call (800) 205-6189, 8am to 6pm weekdays.
MENTIONED IN THIS ARTICLE
Vanguard
Vanguard Group
Invesco Realty Fund Targets Real Estate Growth and Income
Invesco Realty seeks above average current income with long term capital growth as a secondary goal. The fund invests in real estate investment trusts brokers home builders developers and related firms including building supply firms and mortgage lenders.
MENTIONED IN THIS ARTICLE
Invesco Fund
Invesco Realty
As Nows Senvica
New NAIC Regulation Aims to Standardize Life Insurance Illustrations
New rules under the life insurance illustrations model regulation set by the NAIC aim to curb misuses and ensure clearer consumer understanding. All group and individual policies except certain exemptions must use a disciplined dividend scale or current payable scale for non guaranteed values, with illustration accountability and signed basic illustrations at delivery. Gary Smith, a chartered life underwriter with Massachusetts Mutual Life Insurance, is cited in the article.
MENTIONED IN THIS ARTICLE
National Association of Insurance Commissioners
NAIC
New York State
Blife Insurance
Gary Smith
Massachusetts Mutual Life Insurance Co
Syracuse
Masters Select Equity fund curates top stock picks by six managers
Six portfolio managers from Litman Gregory Fund Advisors contribute five to fifteen stocks each to a concentrated Masters Select Equity fund. Managers include Shelby Davis, Jean-Marie Eveillard, O Mason Hawkins, Spiros Segalas, Foster Freiss, and Richard Weiss. The fund opened January 2 and quickly drew fifty million dollars in three days.
MENTIONED IN THIS ARTICLE
Litman’ Gregory Fund Advisors
San Francisco
Shelby Davis
Davis New York Venture
Jean-Marie ‘Eveillard
Sogen Funds
O. Mason Hawkins
Longleaf Partners
Spiros Segalas
Harbor Capital
Foster Freiss
Brandywine
Richard Weiss
Gregory
Avoid saving too much in child's name in financial aid tips
This column outlines strategies for parents on saving for college without harming aid eligibility. It discusses tax rules for investments in minors accounts, timing of gifts, and the impact of parental income on aid, advising careful planning and strategic borrowing.
MENTIONED IN THIS ARTICLE
Harvard
Kalman A. Chang
Campus Consultants
New York
Chang
Chany
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United States
Canada
Malcolm Berko
Copley News Service
The
Herald-Journal
Berko
Syracuse’ Herald-Journal
P.O. Hox
Boca Raton
Fila
Represente Eds
Galt
Lippe International
Lipér Mutual
Roger J. Beer
Crandall Melvin III
Lincoln Center
Ame
Common Sense
Ken Gregory
Litman/Gregory
New York Times
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