Dec 17, 2008

Financial Crisis Timeline I

REUTERS have made an extensive crisis timeline which covers in details the current financial crisis around the globe. The timeline provides video and text coverage since September 14th, 2008 and is updated daily.

September 14th, 2008 investment bank Lehman Brothers filed for bankruptcy protection.

The timeline is named Global Financial Crisis and is in the middle of the page, just below the leading news for the day.

Nov 15, 2008

Risk Assessment Quiz

Recently I have come upon a worksheet that some might find a handy tool for their risk assessment process. This worksheet tries to asses your overall risk-taking capacity and to give a numerical score on your risk tolerance along with suggesting sample asset allocations. Not very sophisticated but at the same time neat and insightful.

Risk Assessment Quiz (doc file, 43KB)

This quiz is designed as a starting point for financial discussions. It should not be used to make final decisions.

Nov 13, 2008

One of The Best Explanations of The Financial Crisis

THE LAST LAUGH

Nov 7, 2008

How to Invest Now

In light of the recent market turmoil, experts from Zacks Investment Research give guidance on how to construct your portfolio whether you are aggressive, conservative or somewhere in between.

Nov 4, 2008

Business Plan for a Startup Business

Looking for a neat way to write your business plan? Well, look no more.

The Service Corps of Retired Executives (SCORE®) have provided on their web site an extensive guide how to construct your business plan under the name Business Plan for a Startup Business.

A good proof that the guide is popular and with potentially high value is the fact that the document has been downloaded more than 1 million times from the Templates section of Microsoft Office Online, one more place where the plan is also available.

SCORE "Counselors to America's Small Business" is a nonprofit association dedicated to educating entrepreneurs and the formation, growth and success of small business nationwide. SCORE is a resource partner with the U.S. Small Business Administration (SBA). They boast to have helped nearly 8 million small businesses.




Oct 31, 2008

Asset Allocation

Asset allocation is an effective method of diversification. It refers to the strategy of dividing your total investment portfolio among various asset classes. Here are five basic models, portrayed in an article of Shauna Carther (Biography) for http://www.investopedia.com/.

























Oct 26, 2008

The Future of Life-Cycle Saving and Investing

The Future of Life-Cycle Saving and Investing

Life-cycle finance is the branch of finance that affects everybody. The Research Foundation of
CFA Institute teamed with Boston University and the Federal Reserve Bank of Boston to present a conference exploring the frontiers of life-cycle finance. Insights from such leading thinkers as Paul Samuelson, Robert Merton, and Zvi Bodie are captured in these proceedings of the conference.

The Second Edition (February 2008), with additional comment, is now available (online only) on the web site of CFA Institute.

The Future of Life-Cycle Saving and Investing, Second Edition (Full PDF)
Zvi Bodie, Dennis McLeavey, CFA, and Laurence B. Siegel
Research Foundation Publications, The Future of Life-Cycle Saving and Investing, Second Edition(February 2008): 1-183.
Abstract Full Text PDF(1975K) Linked PDF(2000K)