Word: portfolios
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Dates: during 2000-2009
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...however, like taking the long, leisurely trip to Barcelona that I'd been dreaming about. But before I could take that journey, I had to embark on another--a crash course in retirement finances and a quest for an adviser I could trust to help set up my retirement portfolio. My journey was bumpier than expected. And I arrived only after gaining a painful education...
...well for long. I was appalled at the controversial, risky stocks that began popping up in the stock portion of my account. (Do Tyco and WorldCom ring a bell?) I opted out of this part of the portfolio and requested more input into the selection of my fixed-income investments. Then the unthinkable happened. I was dropped! I was told that our relationship wasn't "philosophically consistent." Actually, I think I asked too many questions--like, What is this extra $50,000 doing in my account? In any event, it was a humbling experience. As a friend...
...says Evensky. That is, if you think you'd be unloading in a panic later. A far better scenario is to find an allocation you can live with and stop trying to read the market. "The world won't go broke," he says. "And if you have a diversified portfolio, you won't go broke. Let the talking heads worry about it." --With reporting by Cybele Weisser...
...last week after one of its biggest shareholders, Deutsche Bank, declined to put up fresh money for the beleaguered Italian automaker, which is asking shareholders for a capital increase. It was the latest sign of a policy shift by Deutsche CEO Josef Ackermann. For decades, Deutsche amassed a huge portfolio. But now Ackermann, who has been indicted for alleged breach of trust during Vodafone's 2000 takeover of Mannesmann, is selling; he wants to focus on traditional banking. Deutsche last year unloaded 33.7 billion worth of stock, including its entire 7.2% stake in insurer Munich Re. Fiat insists that Deutsche...
...rightfully so. By my resume, I should have been down the block, knocking on the door of Harvard University Press—not wearing a suit and holding a legal-sized leather portfolio for my resume and notepad on the second floor of Fleet Bank. Answering the question was undoubtedly challenging. Essentially, it boiled down to “Why are you here?” although only one interviewer actually phrased it that way. (It was only rivaled by my second-most-frequent question: “Are you related to David Kessler?” David, another junior...