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Your search keyword '"FINANCIAL planning"' showing total 3 results
Start Over Descriptor "FINANCIAL planning" Topic personal finance Region new york (n.y.)
3 results on '"FINANCIAL planning"'

1. See a Bubble?

Author

Lowenstein, Roger

Subjects
*HEDGING (Finance), *HEDGE funds, *ANXIETY, *FINANCIAL management, *INVESTMENTS, *FINANCIAL planning, *PORTFOLIO management (Investments), *ASSET management, *INVESTMENT policy, *RISK assessment, *INVESTMENT analysis, *ADJUSTABLE rate mortgages, *MORTGAGE loans, *DERIVATIVE securities, *SECURITIES industry, *STOCK exchanges, *PERSONAL finance, *RISK
Abstract

Comments on financial anxieties. Ways that excessive, or inappropriate, vigilance exacts a price; Contention that people who insulate their portfolios against phantom risks pay a toll; How, in limiting risk, people also limit the opportunity for gain; Focus on Wall Street hedge funds; Reasons why people worry about hedge funds; Topic of risk aversion; Risks in real estate, including adjustable-rate mortgages; Discussion of derivatives; Efforts of Wall Street to market derivatives as a tool for making risk more palatable.

Published
2005

2. REAL-LIFE RETIREMENT PLANS (AND HOW MUCH THEY MIGHT COST.

Subjects
*RETIREES, *RETIREMENT planning, *PERSONAL finance, *FINANCIAL planning, *FINANCIAL management
Abstract

Presents several statements from retirees on their financial preparations for retirement in New York. Vacation plans of New School president Bob Kerrey; Apartment expansion project of Sarabeth Levine, owner and chef of Sarabeth's; Travel ambition of Penny Arcade, a performance artist.

Published
2005

3. A Tax Man Cometh, and for $25, He'll Throw In a Financial Plan.

Author

Kugel, Seth

Subjects
*PERSONAL finance, *FINANCIAL planning, *FINANCIAL services industry
Abstract

Profiles Jim Himes, a New York City-based financial specialist who provides services for people in poor neighborhoods including assistance for cashing checks, paying taxes and other personal finance chores. Career highlights; Fees charged.

Published
2004

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