I have a pretty big tuition bill, even after Stafford and Perkins loans are applied. Can't pay it in cash. Should I take out another loan or take money out of the mutual funds? [more inside]
posted by anonymous on Jul 1, 2009 - 6 answers

For investing small amounts every month, is a S&P 500 index fund or a tax-free bond fund more beneficial? [more inside]
posted by stevechemist on May 13, 2009 - 11 answers

How can I set myself and my family up to be the next Rothschilds? (In terms of structure of family wealth etc) [more inside]
posted by anonymous on Apr 23, 2009 - 11 answers

I have four mutual funds in my IRA account - a Total Market index fund, a Small-cap index fund, an International stock index fund, and a Bond index fund, and I'm trying to figure out how to allocate my assets between them. I've read a little bit about "Modern Portfolio Theory" and the "Efficient Frontier", but I'm struggling to understand some of the math. So, is there a simple way I can test whether a particular allocation is on the efficient frontier? Or, see all the possible allocations on the efficient frontier and choose between them? How do I figure this out? Ideally, I'd love to see a simple enough formula that, given the mean and standard deviation (and maybe correlation matrix), of my four funds, would tell me what allocation is on the efficient frontier. Or, some type of online tool, or an Excel spreadsheet or something. [more inside]
posted by stuehler on Feb 17, 2009 - 10 answers

Have I been wrong on my financial core beliefs? [more inside]
posted by MrMulan on Feb 11, 2009 - 22 answers

I am looking to self fund starting a business, but I need to seek a small amount of additional capital. Ideally, I would like to do this through friends and family, through a more formalized agreement. So how can I "sell them" a piece of my business without selling them stock? [more inside]
posted by Jonsnews on Feb 5, 2009 - 9 answers

I want to diversify my asset portfolio to include Noble/Precious metals commodities (primarily Palladium). I've heard an effective method is via ETCs. Can someone explain to me what a Exchange Traded Commodity actualy is. [more inside]
posted by complience on Oct 19, 2008 - 7 answers

Given today's equity market conditions, when should I change my 401K investment strategy from active to passive? [more inside]
posted by shinybeast on Sep 24, 2008 - 6 answers

Should use my mutual funds to pay off my credit card debt? [more inside]
posted by anonymous on Sep 10, 2008 - 10 answers

Aged 65, still working, have 401K, worried about it, can I move the funds to a self directed IRA money market fund?
posted by Freedomboy on Apr 28, 2008 - 5 answers

Has anyone noticed banks here in the U.S. pulling shenanigans today? This may be nothing but I want to ask anyway. [more inside]
posted by mr. creosote on Feb 1, 2008 - 27 answers

I need help in trying to find hidden assets of my soon to be ex--he has gone to the Caymans, and I had heard that I may be able to trace fund transfers somehow through Homeland Security? Any suggestions of how to proceed?
posted by bettyboop4 on Jan 27, 2008 - 7 answers

Help me figure out if there's any way to claim a deceased family member's unclaimed property [more inside]
posted by mintchip on Jan 20, 2008 - 6 answers

amazon.com --> amazon.de transfer gift gertificate balance between sites? [more inside]
posted by freddymetz on Nov 29, 2007 - 4 answers

Investment timing: what do you think of the timing at the moment for dropping money into China funds, or BRICs? [more inside]
posted by stavrosthewonderchicken on Nov 13, 2007 - 24 answers

How can I maximize my savings for a trip I'm planning for 2009? [more inside]
posted by sprocket87 on Nov 9, 2007 - 6 answers

Help me find a 401(k) plan or retirement plan managed through a payroll service that offers index funds. [more inside]
posted by bananafish on Apr 4, 2007 - 4 answers

Any experience with unclaimed property in California? I have a very specific question. [more inside]
posted by miriam on Jan 7, 2007 - 2 answers

The short version: how can I accept funds anonymously? [more inside]
posted by anonymous on Oct 7, 2006 - 11 answers

Are there books that explain, in great detail, the systems that clear trades (equities and options) on the markets and shuffle funds among banks in the U.S.? [more inside]
posted by qslack on Feb 10, 2006 - 2 answers

I'm a freelance web developer, and I've recently set up a PayPal business-level account to take payment from clients who prefer that method. But I'm growing more and more upset with the fact that it inevitably takes about a week from the day I get the notice of pending payment for the money to actually show up in my PayPal account, and another 4-5 days to get it out and into my bank account. What's the holdup? [more inside]
posted by ubernostrum on Sep 14, 2005 - 8 answers

What's the best way to get money out of your bank while traveling overseas? I'll be traveling around the world from Australia next month. I don't like traveler's checks much. How about ATM withdrawals? Any good tricks to get cheap transaction fees and good exchange rates? [more inside]
posted by Dag Maggot on May 30, 2005 - 26 answers

I am presently working with a financial advisor to select mutual funds for my retirement plan. He has explained the differences between Class A, B, and C funds to me, and also suggested that Class A is probably the best option. Is he correct? [more inside] [more inside]
posted by ajr on Dec 30, 2004 - 13 answers

In California, upon leaving a job, an employer has under most circumstances at most 72 hours to pay the leaving employee their final paycheck or the employer gets fined.

Are there any similar laws which require investment/financial institutions to give the investor their funds within a certain amount of time of the request? (MI) [more inside]
posted by cactus on Dec 24, 2004 - 2 answers

What is the best thing to do with a small amount of money, around $5,000? Savings interest is almost a joke, CDs look attractive or maybe even mutual funds. Preferably the safer the better, as in investing it all in a high-risk mutual fund and losing it would make me cry. I've checked out "Investment FAQ" and it seems as if CDs are the best. I know little about investing but making money doing nothing intrigues me. What would be an expected return on such an investment? Is it even worth locking the money up for something like $10 a month? [more inside]
posted by geoff. on Mar 3, 2004 - 19 answers

What is a good, guaranteed way to send and receive money if you don't have a bank account? [more]
posted by IshmaelGraves on Jan 17, 2004 - 19 answers