The San Jose Mercury News reported this week that a federal judge sentenced the manager of the Sunnyvale-based Asenqua Beta Fund and the Fireside LS Fund to 12 years in prison for defrauding local investors out of at least $6.5 million. Albert Ke-Jung Hu was found guilty in June of luring wealthy investors to his…
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Late in 2008, right after the market crash, I was providing financial advice to a woman as part of a free financial clinic put on by the Financial Planning Association. We were discussing ways to preserve and grow her investments when she mentioned the approach taken by her 85 year-old aunt. The aunt simply buried…
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Congress voted to approve a compromise tax plan at the very last minute – actually beyond the very last minute – in an all too rare showing of bipartisanship to keep the country from falling off the so-called ‘fiscal cliff.’ It is important to note that the economic challenges that the U.S. faces have only…
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The percentage of 401(k) plans that offer target-date funds increased from 57% in 2006 to about 75% last year, with 39% of participants actively invested in the funds, according to a study by the Employee Benefit Research Institute and the Investment Company Institute. A target-date fund is a fund of funds that assumes you will…
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Crowdfunding (also known as crowd financing) describes the collective effort of individuals who network and pool their money, usually via the Internet, to support efforts initiated by other people or organizations. Originally used to support microfinance, non-profit organizations, and aspiring artists, crowdfunding became a source of funding for new businesses after the passage of the…
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If the President and Congress do not act before the end of the year, the Bush-era income tax cuts will expire along with the December 2010 transfer tax increases (estate, gift, and generation-skipping transfer [GST] taxes). Here is a list of some of the key changes and some consequent tax planning strategies. Here are the…
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