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5 posts tagged with portfolio and finance. (View popular tags)
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How to deal with draconian personal trading restrictions when working in a Wall St bank

I've just accepted a job at a large Wall St bank. I have a large amount of cash to allocate at the moment and don't want to leave it in the bank earning zero interest. However, I am designated a "sensitive person" for compliance purposes in the new job and am subject to very severe restrictions on personal trading. How do people in similar situations manage their personal finances? [more inside]
posted by kramer1975 on Aug 5, 2012 - 7 answers

Investment adivce for a 39 y/o clueless guy!

Financial moron w/kids and no investments needs to think about the future. Help needed, I don't know where to start! (mess described inside). [more inside]
posted by Ponderance on Jul 28, 2010 - 18 answers

30-year investment portfolio which has to start before the end of the year and wants to be left alone afterwards?

If you had a very strong incentive to invest money before the end of the year with a 30-year outlook, and a further strong incentive to not adjust your investment strategy over that timeframe unless absolutely necessary, what kind of portfolio would you assemble? [more inside]
posted by anonymous on Dec 5, 2008 - 15 answers

Liquidating an estate in the USA... in today's economy. Shouldn't we just wait a while?

How should we handle liquidating assets in an estate in the USA right now? Assets consist primarily of a stock portfolio and a house. [more inside]
posted by anonymous on Jun 21, 2008 - 17 answers

Share your share knowledge, please!

UKSharesFilter: Some of my relatives have had a small selection of the shares in an inherited portfolio disappear over time from their online tracker, so my question is what has happened to the following stocks: CHB.L; GAA.L; MFBUEUGI.L and MFBUTRU.L, and should they have received any notification, documents or even cheques, (and what can be done about finding out more)? (I should clarify that they still have the certificates and haven't sold, traded or otherwise physically disposed of them, it's the listing themselves that now come up as 'No Such Symbol' on the internet listing of the portfolio).
posted by timpollard on Aug 7, 2006 - 5 answers

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