Description: TD Ameritrade’s US$4 billion deal to acquire Scottrade Financial Services Inc. will not only give the company greater scale, but also highlights the ongoing push of discount brokerages into the wealth management sphere amid growing competition in the financial services market. Source: FinancialPost.com Date: Oct 25, 2016 Link: http://business.financialpost.com/investing/td-ameritrade-scottrade-deal-marks-an-industry-in-the-midst-of-major-change?__lsa=64cb-7420 Questions for discussion: What does… Read more »
Posts Categorized: Personal Finance
Opinion: Here’s proof that investors are wising up to Wall Street’s earnings game
Description: When a company’s earnings have beaten expectations this season, the stock has barely risen Source: MarketWatch.com Date: Oct 28, 2016 Link: http://www.marketwatch.com/story/heres-proof-that-investors-are-wising-up-to-wall-streets-earnings-game-2016-10-28 Questions for Discussions: What does the article say about the “game” going on? What do you think of this analysis?
Steven Cohen’s Long Fall From Grace
Description: And his long climb back to Wall Street Source: Fortune.com – video report Date: Oct 20, 2016 Link: http://for.tn/2etMX5o Questions for Discussions: Who is Steven Cohen? Do you think he will be able to attract outside investment dollars? What does the report have to say about financial regulatory controls?
The stock market is caught deep inside ‘no man’s land’
Description: Where is this market headed? It is anyone’s guess. Source: MarketWatch.com Date: Oct 22, 2016 Link: http://www.marketwatch.com/story/the-stock-market-is-caught-deep-in-no-mans-land-2016-10-20 Questions for discussion: Summarize the analysis presented in the report. What do you think about this line of thinking?
The Tech Bubble Didn’t Burst This Year. Just Wait
Description: The industry has splintered into a few sure bets and everything else. That isn’t helping guide us out of the iPhone era into whatever’s next. Source: Bloomberg.com Date: Oct 20, 2016 Link: http://www.bloomberg.com/news/articles/2016-10-20/the-tech-bubble-didn-t-burst-this-year-just-wait Questions for discussion: What are the concerns raised in this article? Do you agree with the analysis? What would you advise… Read more »
Think Your Retirement Plan?Is Bad? Talk to a Teacher
Description: Schoolteachers and others who pursue careers of service in exchange for modest?paychecks get lightly regulated retirement plans that often charge excessive fees. Source: NYTimes.com Date: Oct 21, 2016 Link: http://www.nytimes.com/2016/10/23/your-money/403-b-retirement-plans-fees-teachers.html?ref=business Questions for Discussions: What does the article say about the administration of these plans? Are there legitimate reasons for concern? What would you advise… Read more »
Digit Will Completely Automate Your Savings Account
Description: CEO Ethan Bloch explains Source: Fortune.com – video report Date: Oct 13, 2016 Link: http://for.tn/2ecr0cu Questions for Discussions: How does Digit work? What sort of customer is this company looking for?
The stock market is turning into a sloppy, ugly mess—and it could get worse
Description: Dow industrials on pace for longest streak of monthly losses in 5 years. Here are some of the reasons behind the slide Source: MarketWatch.com Date: Oct 14, 2016 Link: http://www.marketwatch.com/story/the-stock-market-is-turning-into-a-sloppy-ugly-mess-and-it-could-get-worse-2016-10-13 Questions for Discussions: What does the article say about trends and reasons for concern? What would you advise investors do at this time?