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investment planning

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So Now You Want to Jump Back Into Stocks?
The fear that kept you from putting money into stocks all these months is starting to give way to the fear of being left behind. Time to get a little perspective, isn't it?After 17 months of a grindingly awful bear market, the worst since the Great Depression, a few...
Tags: Stock, Bear Market, Fear, MoneyWatch, Investment, Finance, MoneyWatch Feature Package, Market Swings, Market Timing, Stocks, Investment Planning, Investor Greed, Investing, Retirement Planning
Articles 2009-04-04

Additional Resources

Artemis International Gains Industry Stature, Builds Client Roster and Secures Funding; Corporate Initiatives Drive Growth for Investment Planning and Control Solutions
NEWPORT BEACH, Calif. -- As businesses require increased visibility into planning and controlling IT and other major business investments, the market for software to improve investment selection, funding and control is experiencing rapid growth. Industry analysts clearly see the benefits to organizations of maintaining better strategic alignment and are increasingly...
Tags: Company, FINANCE, Investment, Strategy
Research articles 2004-08-17
Japan and ADB Helping Mongolia Harmonize Public Investment Planning.
M2 PRESSWIRE-2 August 2007-ADB: Japan and ADB Helping Mongolia Harmonize Public Investment PlanningC1994-2007 M2 COMMUNICATIONS LTD RDATE:02082007 MANILA, PHILIPPINES -- The Government of Japan and the Asian Development Bank ADB are supporting efforts to harmonize investment planning under the National Development...
Tags: Asian Development Bank, FINANCE, Government, Investment, Japan, Strategy
Research articles 2007-08-02
Artemis International Solutions Corp Opens New China Office; Shanghai Office to Deliver and Support Artemis' Investment Planning & Control Solutions Required by Chinese Companies to Improve Return on Invested Capital
NEWPORT BEACH, Calif. -- Artemis International Solutions Corporation (OTCBB:AMSI), global provider of Investment Planning and ControlTM solutions, today announced the company has established a direct operation in Shanghai, China, to meet the growing demand for its line of Investment Planning & Control solutions including IT Management, New Product Development and...
Tags: Artemis International Solutions Corp.
Research articles 2005-09-01
Bear Stearns Global Clearing Services and RiskMetrics Group to Offer Risk Management, Portfolio Analysis and Investment Planning Solution to Independent Investment Advisors
NEW YORK -- Bear, Stearns Securities Corp. and RiskMetrics Group announced today they have entered into an agreement to offer RiskMetrics Group's WealthBenchTM technology platform to independent investment advisors and family offices via the Bear Stearns WealthSETSM wealth management solution. Investment advisor clients of Global Clearing Services are now able...
Tags: advisor, Bear Stearns & Co. Inc., Investment, risk management
Research articles 2006-01-25
Investment Planning Counsel of Canada Unveils Integrated Wealth Management and Account Aggregation Platform to Engage Advisors/Clients Via the Web
Business Editors TORONTO--BUSINESS WIRE--May 1, 2002 CashEdge and Ticoon to Deliver First Live "Web Based" Aggregated Wealth Management Platform IPC Financial Network Inc. through its financial planning subsidiary, Investment Planning Counsel of Canada IPCC has partnered with CashEdge, a U.S.-based technology company that delivers advanced account...
Tags: Cashedge Inc.
Research articles 2002-05-01
Federated Investors, Inc. Completes Acquisition of $148 Million in Fund Assets Distributed by Lincoln Investment Planning, Inc
Business Editors PITTSBURGH--BUSINESS WIRE--Dec. 11, 2001 Federated Investors, Inc., (NYSE:FII), one of the nation's largest investment management companies, announced today that Federated Capital Appreciation Fund FEDEX has completed the acquisition of $148 million in assets from The Rightime Fund, The Rightime Blue Chip Fund and The Rightime MidCap...
Tags: Lincoln Investment Planning Inc.
Research articles 2001-12-11
Ron Campbell and Investment Planning Consultants Join First Community Bank, N. A
BLUEFIELD, Va. -- First Community Bancshares, Inc. (NASDAQ: FCBC) announced today the acquisition of Investment Planning Consultants, Inc. IPC, a wealth management advisory firm. This affiliation sets the stage for the formation of Mercer County's largest wealth management organization. IPC utilizes the services of Raymond James Financial Services, Inc....
Tags: First Community Bank Inc., Planning Consultants Inc.
Research articles 2006-11-30
Legg Mason.(Legg Mason Wood Walker Inc. Association Investment Program)(Brief Article)
Navigate Investment Planning With Ease Navigate Investment Planning With Ease
Tags: Investment, Legg Mason Inc., Planning
Research articles 2001-09-01
Informa Investment Solutions, Inc. Announces Partnership with Ibbotson Associates
WHITE PLAINS, N.Y. -- Informa Investment Solutions ("IIS") announced today that an agreement has been reached with Ibbotson Associates to provide an Investor Risk Tolerance Questionnaire, Asset Class Model Portfolios and Capital Market Assumptions to our financial planning and investment planning applications. This information will be incorporated into IIS' Wealth...
Tags: Ibbotson Associates Inc., Informa SA
Research articles 2005-05-26
Investment education basics: here's why this employee benefit is so popular, along with some hints on choosing the best delivery method
By now, you've seen or read that helping your employees understand and manage their personal finances through employer-sponsored financial planning is one of the hottest perks around. In the annual Top Five Benefit Priorities survey conducted by the International Society of Certified Employee Benefit Specialists, for each of the last...
Tags: Medifit Corporate Services
Research articles 2002-10-01
Baltimore-based T. Rowe Price provides Morningstar investment tools
Baltimore-based T. Rowe Price is - on its Web site, www.troweprice.com - providing investors at no charge access to investment planning and guidance tools developed by Morningstar, including Morningstar ClearFuture, a retirement planning service, and Morningstar Portfolio X-Ray, which provides investors with a detailed analysis of their portfolios.
Tags: Morningstar Inc.
Research articles 2002-03-01
Investment Planning: NetBank Casts a Web to Advisors and Consumers
The notion that self-directed service has a future in wealth management is getting a test at NetBank, which is rolling out a new Web-powered financial-planning platform that goes beyond needs-based analysis to actionable advice. Called AdvisorVision 4.0, the technology automates analysis for both consumers, who want to know what...
Tags: NetBank Inc.
Research articles 2004-10-01
Company Profile for Informa Investment Solutions
For over twenty-five years, Informa Investment Solutions, Inc. has been a leading provider of financial information to financial institutions, investment managers, and independent advisors. The company's products, PSN, Performer, and Wealth Management System cover investment manager search and evaluation databases, performance measurement and client reporting, financial and investment planning, and...
Tags: Informa SA
Research articles 2005-05-06
SEC wants more frequent fund disclosures. (Investment Planning).
The SEC has voted to publish for comment rule proposals that would change reporting requirements for funds regulated under the Investment Company Act. They would require a registered management investment company fund to file its complete portfolio hold The SEC has voted to publish for...
Tags: SEC
Research articles 2003-02-01
Bear Stearns Broker-Dealer & Investment Advisor Services Introduces BearVIEW™, a New Integrated Web Portal
NEW YORK -- Bear Stearns Broker-Dealer & Investment Advisor Services BDIAS today launched BearVIEW[TM]-- a new integrated web portal that includes extensive software-like features designed for investment professionals. Quickly and securely accessed through the Internet, BearVIEW is the new gateway for broker-dealers and investment advisors to access accounts as well...
Tags: Bear Stearns & Co. Inc., portal, Web portal
Research articles 2007-06-25
RFID-based investment planning underway.(Technology)
A new survey conducted by Boston-based market research firm Aberdeen Group, in conjunction with Logistics Management, has found that 60 percent of the 230 operations, customer service, and supply chain executives surveyed are actively planning to make investments in radio frequency identification RFID technology to track...
Tags: Aberdeen Group Inc., asset, Biometrics, investment, RFID, SECURITY, survey, WIRELESS
Research articles 2004-09-01
RFID-based investment planning underway (Logistics Management)
A new survey conducted by Boston-based market research firm Aberdeen Group, in conjunction with Logistics Management , has found that 60 percent of the 230 operations, customer service, and supply chain executives surveyed are actively planning to make investments in radio frequency identification RFID technology to track logistics assets. ...
Tags: Aberdeen Group Inc., Biometrics, investment, logistics, MARKETING, RFID, SECURITY, survey, WIRELESS
Research articles 2004-09-01
Legg Mason: navigate investment planning with ease. (Business Partners).(Association Investment Program)(Brief Article)
Managing your association's reserves has become increasingly difficult in today's challenging economic environment, That's why Legg Mason Wood Walker, Inc., Legg Mason, in consultation with ASAE, has created the Association Investment Program AIP Managing your association's reserves has become increasingly difficult in today's challenging economic...
Tags: Legg Mason Inc., reserve
Research articles 2002-09-01
Return on Investment in Information Technology: A Guide for Managers
Today more than ever, government decision makers must make the most of scarce resources and at the same time respond to ever-increasing demands for improved performance and new technology. These competing demands generate close scrutiny of proposals for new information technology IT investments. High profile IT system failures have raised...
Tags: Information Technology, Investment, Albany, ROI, Strategy, Roi/Tco, Management, Finance, Managerial Accounting
White papers 2004-08-01
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