Full Newsletter   Newsletter Archives

  Home   Services   Building Relationships   Industry Focus    About Us   Contact Us



Click for more info

Click for more info
Click for more info
Hi, Website Visitor. Here are your Articles for April 30, 2008.
 Glossary:  A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
Navigating Alternative Investments

Investment committees of not-for-profit organizations have numerous options available to them when making investment decisions. Traditionally, investment committees have opted to invest in stocks, mutual funds and bonds in fulfilling their fiduciary responsibilities. In recent years, the term " Alternative Investments" has entered the marketplace. Alternative Investments are generally private , non-regulated investments which allow investors to pool funds, diversify risk, and utilize professional management. Market quotes from reliable sources such as the New York Stock Exchange or NASDAQ are not available. To read more click on Full Article below.

By: James G. Kennedy, CPA



 Full Article    Save Article  
 Email Firm  
If your business sponsors a retirement plan, you must invest prudently and stay in compliance with numerous complex federal requirements. If you don't follow the rules, the IRS could disqualify your plan. Here are some steps to help keep you from falling into a costly noncompliance trap.
Copyright © 2009

 Full Article    Save Article  
 Email Firm    Get Trade Pubs
INACTIVE The longer you can shelter money in a qualified retirement plan from taxes, the larger the account can grow. But if you inherit money from a qualified plan owned by someone other than your spouse, you may receive a taxable distribution that ends the shelter. Fortunately, a law passed in 2006 provides some new options for non-spouse beneficiaries that allow them to defer paying taxes on large inherited distributions. Take a look at the rules and who can benefit.
Copyright © 2009

 Full Article    Save Article  
 Email Firm    Get Trade Pubs
Alaska Gov. Sarah Palin stepping down
marketwatch.com - Fri, 3 Jul 2009 21:32:58 GMT

 Cummins reopening Ind. plant, while another closes
wtopnews.com - Fri, 3 Jul 2009 21:32:17 GMT

 European equities mixed, U.S. markets closed
japanherald.com - Fri, 3 Jul 2009 21:29:12 GMT

 Apple Warns Some iPhones May Have Heat Issues
npr.org - Fri, 3 Jul 2009 21:26:21 GMT

 Bargains by the Beach
washingtonpost.com - Fri, 3 Jul 2009 21:25:20 GMT
 

  No saved articles.
 

160 Federal Street Boston, MA 02110