August 22, 2001

EARLY TO RISE -- Amy Wu

A Young Adult's Guide To Investing And Financial Decisions That Can Shape Your Life....(more)

Avoiding The Alternative Minimum Tax -- David Penn

How did a plan to make the rich pay their fair share of taxes turn into a nightmare for average investors?...(more)

Attention, Students! Lighten Your Loan Load! -- David Penn

Still paying off those student loans? Rates for refinancing student debt through loan consolidation are at historic lows. Here's how you can do it, too....(more)

August 12, 2001

Setting Financial Goals -- Bruce R. Faber

Your financial destination may seem distant, but you'll get there if you stick to your goals....(more)

The Lazy Man's Guide To Long-Term Investing -- RM Sidewitz, Ph.D

Are you a buy-and-hold believer? Enhance your returns by using this simple technique....(more)

In This Issue -- Jayanthi Gopalakrishnan

In This Issue...(more)

How The Small Survive - Laura Granger Of Oppenheimer Emerging Growth Fund -- David Penn

When the going gets tough, do the small get growing? That's how Laura Granger, portfolio manager of OppenheimerFunds' new Emerging Growth Fund, sees it. At the helm of the fund since October 2000, Gra...(more)

Bond Laddering -- Han Kim

It's a good idea to keep a portion of your portfolio in bonds because of their relative safety. But you can reduce the small risk of bonds even further....(more)

July 28, 2001

Simulated Trading Sites -- Working Money Magazine

Simulated Trading Sites...(more)

Chickslayingnesteggs.com -- Bruce R. Faber

Website review of Chickslayingnesteggs.com....(more)

Hang On! We're In For A Bumpy Ride -- Ron L. Ellison

Hang On! We're In For A Bumpy Ride...(more)

Plump Up Your Portfolio -- Jon Quigley

Enhance your portfolio returns by knowing -- and exploiting -- different investment styles....(more)

He Knows Investors' Business, Daily: William J. O'Neil -- David Penn

The name rings a bell, but you're not sure why. You may only be vaguely familiar with the name, but you've certainly heard of, if not actually read, the product for which he is perhaps best known. Wil...(more)

Is That Positive Rate Of Return Pie-In-The-Sky? -- Morley Hudson

Don't let overly positive rates of return obscure the real picture. Try a rule of thumb to estimate time value of money....(more)

Earnings and Cash Flow: Watching What Matters -- David Penn

Price-to-earnings and price-to-cash flow are among the most common ways to measure a company's health. What are these ratios and how can you use them to invest in the best companies?...(more)

July 27, 2001

Can Beta Help You Battle Volatility? -- David Penn

Of all the enemies of capital appreciation, stock price volatility is one of the most immediate. Can beta help you know when your stock or portfolio volatility is out of control?...(more)

Can You Stay In The Game? -- RM Sidewitz, Ph.D

How much capital should you stake on a single investment? Use the 2% rule to reduce your risk....(more)

Take Control Of Your Finances -- Megan Potter

The market is versatile, and if you take the time to learn about it, it will work for you, no matter what your goals are....(more)

Little Steps = Big Returns -- Paul Merriman

Increase your profits by investing in specific sectors of the market....(more)

Okay, The Bill Did Pass. Why Aren't I Happy? -- Bruce R. Faber

Though the new tax bill incorporates some long-overdue appreciation to IRA contribution amounts, the bill that did pass will leave us much further behind the curve in saving for retirement than the bi...(more)

May 30, 2001

Your Letters - July/August 2001 -- Working Money Magazine

The editors of Working Money, The Investors' Magazine, invite readers to submit their thoughts and opinions on subjects relating to investing and this magazine. This column is our means of communicati...(more)

Socially Insecure -- Mike Flynn

You aren't one of those people who believe that Social Security will actually pay you when it comes time to retire, are you? May I sell you the Brooklyn Bridge?...(more)

Recovery In Sight? -- Jayanthi Gopalakrishnan

Recovery In Sight?...(more)

Onward, Online Banking -- David Penn

The threat of more and more bank mergers and the rise of click-and-mortar financial institutions have online banks focusing on what they do best: speedy, convenient savings, loan service, and some of ...(more)

MyDiscountBroker.com -- Working Money Magazine

Contrary to what you may have heard, not all discount brokers are created equal. MyDiscountBroker.com can save you substantial amounts whether you are trading through a MyDiscountBroker.com broker or ...(more)

MetaMarkets.com -- Sean Moore

Interested in the inner workings of the mutual fund industry? MetaMarkets.com brings mutual funds to life with interactive fund management....(more)

OppenheimerFunds - The Right Way To Invest -- Working Money Magazine

OppenheimerFunds focuses on providing investors with long-term performance across a range of funds. The resulting variety of styles and objectives offers true opportunities for diversification - both ...(more)

In This Issue - July/August 2001 -- Working Money Magazine

In This Issue - July/August 2001...(more)

Charts, Charts, Everywhere -- Sharon Yamanaka

Charts, Charts, Everywhere...(more)

The Hidden Measure Of The Market -- Dennis D. Peterson

Want to find out where the market is headed? Market breadth reveals plenty....(more)

Online? On Guard! -- Venkatesh Gopalakrishnan

It's easy. It simplifies your lifestyle in so many ways. But is it safe? Here's what you should know about Internet security....(more)

Kid-Friendly Websites -- Han Kim

It's never too early to get your kids thinking about their financial future....(more)

From Baby Bells To Telcos -- David Penn

In a competitive market, only the strong survive. Soon we'll be able to separate the pretenders from the contenders in telecommunications....(more)

Are There Benefits From Buying Alternative Energy Technology? -- Dr. Douglas B. Reynolds

With California's power crisis and the recent volatility in oil prices, it's tempting to buy alternative energy technology stocks. But are they profitable investments?...(more)

Is The Bottom Near? - Mike Byrum Of Rydex Funds -- David Penn

Is the market bottom near? That's one of the questions we asked Mike Byrum, chairman of the Rydex Investment Strategy Committee, which oversees investment activity for all Rydex Funds. He is also the ...(more)

Mobile Trading: The M-Commerce Revolution -- Jayanthi Gopalakrishnan

You don't have to be stuck at your desk to trade online. Take advantage of the m-commerce revolution!...(more)

Looking For Intrinsic Value - Clyde McGregor of Oakmark Funds -- David Penn

As a portfolio manager for Harris Associates, LP, a Chicago-based investment management firm that serves as advisor to the Oakmark Family of funds, Clyde McGregor searches for stocks trading below int...(more)

How Much Are Your Habits Costing You? -- Bruce R. Faber

What will you drive down memory lane?...(more)

The Market Guru of The Gilded Age -- James Maccaro

Over a century ago, James K. Medbery insisted that earnings and interest rates matter. He was right then, and he still is....(more)

Can You Profit From The Energy Crisis? -- David Penn

From telecommunications to electric power, deregulation in the utilities industry is opening up a wealth of opportunities - and challenges - for retail investors....(more)

How Do The New IRA Rules Affect You? -- Morley Hudson

Thinking about taking out money from your IRA? If so, take heart. With the new 2001 required minimum distribution rules, it's easier than it used to be....(more)

May 01, 2001

Interpret Stock Prices With MACD -- Dennis D. Peterson

This popular tool to interpret stock prices is one of the staples of the technical analyst. Is it right for you?...(more)

Where Do You Want To Invest Today? -- Karlis Sarkans

Experts have always recommended keeping a portion of your investments overseas. But how do you select the countries to invest in?...(more)

Biotech To The Future! -- David Penn

With gene-based medicines, tissue regeneration, and cutting-edge treatments for cancer and HIV, biotechnology promises a revolution in medicine. Are there opportunities for investors as well?...(more)

April 30, 2001

Sailing Through Retirement -- Rachelle Waters

For all those who harbor dreams of exchanging their time cards for postcards, good news!...(more)

In This Issue - June 2001 -- Working Money Magazine

In This Issue - June 2001...(more)

Amid The Gloom, Pockets Of Strength -- Omar Bassal

Amid The Gloom, Pockets Of Strength...(more)

Robert von Pentz of Quant Funds -- David Penn

Robert von Pentz, portfolio manager of the Quant Mid Cap Fund, is a member of Columbia Partners and is responsible for all equity investment activities there. Before he joined Columbia Partners, von P...(more)

Your Letters - June 2001 -- Working Money Magazine

The editors of Working Money, The Investors' Magazine, invite readers to submit their thoughts and opinions on subjects relating to investing and this magazine. This column is our means of communicati...(more)

Stock Market: The Wall Street Trading Game -- Jayanthi Gopalakrishnan

Learn how trading works - the fun way!...(more)

GainsKeeper.com -- Sean Moore

GainsKeeper.com...(more)

National Discount Brokers -- Working Money Magazine

National Discount Brokers (NDB) specializes in brokerage and financial services for individuals and institutions. For three years running, National Discount Brokers has received a four-star rating in ...(more)

AIM Funds -- Working Money Magazine

AIM Funds is one of the nation's largest and most successful mutual fund companies....(more)

The IRA After Your IRA: The Roth Conversion -- David Penn

If you've ever wished the benefits of individual retirement accounts could continue after you've retired, then the Roth IRA may be for you!...(more)

Putting The Top Down On Convertibles -- David Penn

As bonds or stocks, convertible securities can provide investors with the security of fixed income or the growth of equities. Can they work for you?...(more)

Are You Kidding? The Feelings Are Mutual -- Vivian Ruskin

How can you save money you don't have?...(more)

Lump It And Love It! -- Han Kim

Paying off your debts is one of the biggest gifts you can give yourself....(more)

Long Term Returns: What's Realistic And What's Not? -- Bruce R. Faber

Is a 10% annual return possible year after year? Maybe not every year. Definitely not every fund. But you'll be surprised at what you can get....(more)

Learning From The Masters -- James Maccaro

Bernard Baruch and Jesse Livermore were the two best-known Wall Street personalities of their eras. Their contrasting approaches to investing and to life still provide useful lessons to the investors ...(more)

Dodge Your Own Market Disaster -- RM Sidewitz, Ph.D

There's no foolproof method of avoiding a market meltdown, but there are some steps you can take to dramatically reduce the possibility of getting caught in the conflagration....(more)

Tom Morabito of Principal Capital -- David Penn

Tom Morabito joined Invista Capital Management, an affiliate of Principal Capital, in early 2000 as the lead small-cap value portfolio manager. Previously, he managed the Structured Small Cap Fund for...(more)

Does Your Tax Shelter Leak? -- Morley Hudson

Variable annuities offer an attractive tax shelter, but don't let that inviting fact blind you to potential booby traps....(more)

Get In The Game: Invest In IPOs -- Sean Moore

IPOs are usually reserved for institutions and high-net-worth individuals. But by investing in IPO funds, you - yes, you! - can also get a piece of the action....(more)

March 26, 2001

In This Issue - May 2001 -- Working Money Magazine

In This Issue - May 2001...(more)

YOUR LETTERS - May 2001 -- Working Money Magazine

The editors of Working Money, The Investors' Magazine, invite readers to submit their thoughts and opinions on subjects relating to investing and this magazine. This column is our means of communicati...(more)

Charles Schwab & Co., Inc. -- Working Money Magazine

The Charles Schwab organization began with Charles Schwab & Co., Inc., a discount brokerage serving mostly "do-it-yourselfers" with low-cost trading and custody services. Over the last 25 years, howev...(more)

Invesco -- Working Money Magazine

For well over a century, the people who built Invesco have been dedicated to the business of successful investing. As early as 1853, their predecessors around the world were actively involved in inves...(more)

Double Play -- Rachelle Waters

Investing isn't just about long-term rewards. This investor has turned her passion for the investing game into a paycheck....(more)

RISKGRADES.COM -- Jayanthi Gopalakrishnan

Think you don't get access to the tools that investment bankers, asset managers, and Fortune 50 companies have? Well, think again, because RiskGrades.com (Figure 1) offers all these tools. What's even...(more)

Turning 40? Toys Or Treasures? Why Not Both? -- Bruce R. Faber

If you think reaching 40 means more spending than saving, then think again! There's still plenty of time before retirement to put your earnings to work. And if Congress cooperates, a higher annual IRA...(more)

Shake Uncle Sam Off Your Coffin -- Morley Hudson

Investing through variable universal life insurance can help preserve returns for your beneficiaries and lessen Uncle Sam's tax bite on your estate....(more)

Tom Laming Of Buffalo Funds -- David Penn

Tom Laming is senior vice president and portfolio manager with Kornitzer Capital Management, Inc., a research-driven firm that manages $1 billion in assets, including the Buffalo and AFBA Five Star fa...(more)

Greg McBride Of Bankrate.com -- David Penn

Bankrate.com financial analyst Greg McBride provides analysis and commentary on banking and consumer finance trends. A member of the research department of Bankrate.com, he has hands-on access to nati...(more)

Shelter From The Volatility Storm? -- Jayanthi Gopalakrishnan

Market-neutral funds are supposed to shelter investors from market volatility. Do they live up to expectations?...(more)

Tomorrow's Tuition At Today's Price -- Han Kim

Here's one way to make college possible for your children....(more)

Let The Buyer Beware -- Jayanthi Gopalakrishnan

Let The Buyer Beware...(more)

Cashing In On Money Funds -- Sean Moore

Sick and tired of low returns from savings accounts? You might want to try money market funds....(more)

Small Caps: Growing Value And Valuing Growth -- David Penn

With the Nasdaq reeling and the economy teetering on the edge of a recession, why would anyone be interested in small-cap stocks and mutual funds? Growth, for one thing. Value, for another....(more)

Cracking Open Your Nest Egg -- David Penn

You've earned it. You've saved it. You've invested it. Now that you're retired, what do you do with it?...(more)

Squandering Aimlessly With David Brancaccio -- David Penn

The host of public radio's "Marketplace" wrote a book on what you would do if you came into money. What would you learn?...(more)

Are Bonds For You? -- Dennis D. Peterson

Everybody knows about stocks, but what about bonds? Bonds come in all shapes and forms, some of which may be just what you're looking for. Look and see if bonds would be a good match for you....(more)

CBS MarketWatch -- Dennis D. Peterson

This updated and expanded financial website is easy to navigate and provides timely information....(more)

Why Not Oil Stocks? -- Dr. Douglas B. Reynolds

Should you buy oil company stocks when they are close to their 52-week highs? Or should you wait? Here's what you need to know about oil....(more)

Jump In! Jump Out! Using Market Timing -- RM Sidewitz, Ph.D

Buy-and-hold notwithstanding, all investors want to be in when markets are rising and out when markets are falling. Even the simplest market timing strategies can help you do just that....(more)

Candlestick Close-up: Three White Soldiers -- Sharon Yamanaka

This candlestick formation is hundreds of years old, but it can still help you predict changes in a price trend....(more)

Getting Started With Options -- Joe Demkovich and Eugene Theriot

Rather than shying away from the complexity of options, stick with some simple basics in exploiting them....(more)

March 02, 2001

Are You Ready For Reits? -- David Penn

Could putting your money in real estate investment trusts meet your long-term investment needs?...(more)

March 01, 2001

How Soon Is Now? -- David Penn

Up to your ears in credit debt? Try timing your debt down to size....(more)

Investing In The New Millennium -- Xhayni De Mur

Investing In The New Millennium...(more)

Gentlemen (And Ladies!) Prefer Bonds -- Dennis D. Peterson

Bonds lock in a guaranteed profit for a fixed length of time. When the market is volatile, they can offer a safe haven for investment capital....(more)

Invest In Your Values With Socially Responsible Funds -- Sean Moore

Want to invest, but not at the risk of a guilty conscience? If you're looking to invest in companies that follow ethical principles, try these funds....(more)

Some Rules To Invest By -- Daryl Guppy

Originally published in Technical Analysis of STOCKS & COMMODITIES, our companion magazine, as "Some Rules To Trade By," this article, filled with common ...(more)

The Bill That Didn't Pass -- Bruce R. Faber

So why isn't your IRA limit $5,000 instead of $2,000?...(more)

Mais Oui! Investing In European Funds -- Jayanthi Gopalakrishnan

With the US markets expected to grow at a relatively slow pace, perhaps you should consider investing overseas....(more)

Is Buy-And-Hold The Strategy For You? -- RM Sidewitz, Ph.D

Buying and holding stocks may not be the best approach for everyone, especially those who are unwilling to sit back and take large losses while they wait for their stocks to climb back up....(more)

Charles Rinaldi Of Strong Capital Management -- David Penn

Charles Rinaldi joined Strong Capital Management, Inc., in November 1997 as the head of the firm's small-cap value equity product. Previously, he was senior vice president and portfolio manager at Mut...(more)

John C. Bogle Of Vanguard -- John Sweeney

John C. Bogle, president of Bogle Financial Markets Research Center, founded The Vanguard Group, Inc., in 1974, after having been associated with a predecessor company since 1951. The Vanguard Group i...(more)

Socially Screened Investments -- Hal Masover

You really can do well by doing good....(more)

Who Gets Aunt Hattie's Lamp? -- Morley Hudson

Everyone has stuff. When you die, who gets it all?...(more)

Defining Growth Funds -- Han Kim

Growth funds used to be the high-flying act among mutual funds, but why have they fallen of late?...(more)

Which Way Will The Market Go? -- Dennis D. Peterson

If you've ever looked at a stock price chart, you know that prices can move erratically. Take advantage of oscillators to determine the momentum of this price change. Knowing when to use them and whic...(more)

February 28, 2001

A Tale Of Two Investors -- Sharon Yamanaka

Here are two investors with two very different ways of looking at how and why they invest the way they do....(more)

401Kafe/ IRA Junction -- Jayanthi Gopalakrishnan

Here are two websites you can turn to for information about your retirement plan....(more)

Games Investors Play -- David Penn

Investing in stocks and mutual funds is serious business. But two companies have turned the rough-and-tumble world of stock trading and money management into two exciting (and educational) new board g...(more)

How Effective Is Your Retirement Plan? -- Jayanthi Gopalakrishnan

The closer you get to retirement, the more you may need to make changes in your portfolio....(more)

YOUR LETTERS -- Working Money Magazine

The editors of Working Money, The Investors' Magazine, invite readers to submit their thoughts and opinions on subjects relating to investing and this magazine. This column is our means of comm...(more)

In This Issue - April 2001 -- Working Money Magazine

In This Issue - April 2001...(more)

Strong Capital Management -- Working Money Magazine

Strong is a nationally recognized financial services leader, serving 600,000 individual investors as well as a variety of corporate and institutional accounts and managing more than $44 billion in ass...(more)

MB Trading -- Working Money Magazine

One of the pioneers in the field of online brokerage firms, MB Trading has built a strong reputation by catering to investors who want the tools to trade like professionals supported by superior, live...(more)

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