Private Equity Securities Archives

FridayApr 18, 2008 6:40 pm

The Pros and Cons of 300 Million

We now live in a nation of more than 300 million people. A population of this size must have seemed like a remote possibility in 1967, when we passed the 200 million mark. It must have been almost inconceivable in 1915, when we were at 100 million. We've changed considerably since we were a nation of 200 million. And we'll probably be even more different by 2050, the year in which the U.S. population is expected to reach 400 million. By considering demographic trends, you can gain a glimpse of what our future might look like. Big and Spread Out…

FridayApr 18, 2008 6:38 pm

What Do You Know About Inflation?

Inflation can be annoying to most investors. It attacks the value of their portfolios, causing the real return to shrink. Although most people regard inflation about as warmly as they do the bogeyman, how much do you really know about it? Take this short quiz and find out. When inflation increases, ... the dollar gains against the euro, but loses against the yen. the general level of prices for goods and services decreases. the purchasing power of the dollar decreases. tech stocks double in value. One way the Federal Reserve attempts to combat a high inflation rate is by: raising…

FridayApr 18, 2008 6:37 pm

Invest for Your Prosperity

If you retired at age 65, would your retirement assets last at least 18.5 years? This is how long the average 65–year–old can expect to live, which means that many people in this age group could live much longer and will need their assets to last two or more decades. If you are concerned about the ability of your investments to generate an adequate retirement income that will last throughout your lifetime, you might want to consider investing some of your assets in mutual funds. Mutual funds pool money from shareholders and invest in assets that may include stocks, bonds,…

FridayApr 11, 2008 8:54 am

Don’t Leave “Success” Out of Succession

One in five family business participants has not addressed any estate conservation issues beyond writing a will. Business continuation is difficult enough under normal circumstances, but if it has to take place following the unexpected death of a key person or owner, the complications can increase exponentially. Company-owned life insurance is one way to help protect a business from financial problems caused by the unexpected death of a key employee, partner, or co-owner. If the covered individual dies, the proceeds from this type of insurance can help in several ways. Here are some examples. Fund a Buy-Sell Agreement A buy-sell…

FridayApr 11, 2008 8:52 am

A Tale of Two Investments

Investors often wonder whether growth stocks are preferable to value stocks, or vice versa. Although no one can forecast future performance, over the past 10 years, value stocks provided an 11% average annual return, and growth stocks provided a 5.44% average annual return. So what does this mean for the growth and value stocks in your portfolio? Is it time to ditch your growth stocks in favor of value stocks? Not necessarily. Investing fads come and go, but a diversified strategy involving growth, value, or a combination of the two can be a great addition to your investment portfolio. Room…

FridayApr 11, 2008 8:51 am

Retirement Reality Check

It's easy to tell yourself that you'll be okay in retirement, especially when it's still years away. But you get only one chance to save for retirement. If you arrive at retirement’s door without adequate resources, you may have limited options. One way to help avoid mistakes is to do a retirement reality check: review the assumptions that guide your decisions to ensure that they are valid. Here are some common retirement myths that may be hampering your chances of reaching your retirement goals. “I can work to augment my retirement income.” We've all heard the predictions that the baby…

FridayApr 04, 2008 11:51 am

Eye on Private Equity

Have you noticed the boom in private equity funds? Five years ago, private equity funds closed $37 billion worth of acquisition deals. In 2006, the total value of private equity deals was $475 billion. Today there are at least 170 private equity funds with at least $1 billion in assets. Private equity funds have been doing so well that Wall Street and the financial press have not been alone in noting their success. Congress is exploring the ways in which publicly traded private equity funds are taxed on their profits. Current tax law sees them as partnerships, allowing the general…

FridayApr 04, 2008 11:49 am

Watching the Health Care Squeeze

A 65–year–old couple who retire today and live to life expectancy can expect to spend almost $300,000, on average, for health insurance premiums and out–of–pocket expenses, assuming they have access to retiree health benefits from a former employer and pay the entire premium. But employer–sponsored retiree health benefits are becoming rare, and the outlook for retirees who will need to rely on Medicare is also dire. Medicare is facing insolvency in 2018, and experts are predicting that benefits will be reduced in the future. Medicare benefits currently cover only about half the cost of health-care services. If benefits are reduced,…

MondayMar 31, 2008 5:37 am

Update Time

Research has shown that procrastination is a worse societal problem now than it was two decades ago. But who can blame us? We have televisions in nearly every room; computers that play games, videos, and music; and endless distractions from e–mail, cell phones, and the Internet. One task that people are extremely likely to put off until tomorrow is helping to ensure that their estates are in order. Most of us have no shortage of reasons to postpone a task that could be potentially unpleasant, especially when the results aren’t immediate. Yet, according to the research, people who procrastinate tend…

ThursdayMar 20, 2008 5:46 am

Which Way to Payday?

A recent survey found that 73% of small-business owners funded their startup businesses primarily with personal savings. Additionally, it cost the average business owner $10,000 to get the venture off the ground. Even though small-business owners put a lot into their companies, including time and capital, sometimes it’s hard to determine exactly how much to take out. When figuring an appropriate salary, there are several factors to keep in mind. Taxes The way the IRS taxes an owner’s compensation is partially determined by the way a business is structured. Company profits for C corporations are taxed at the corporate rate,…

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