http://www.marconews.com/news/business/yourportfolio/?partner=RSSmarconews.com Stories: Your Portfolioen-usbusiness/yourportfoliohttp://www.marconews.com/news/2008/may/11/your-portfolio-attention-grandparents-recent-chang/?partner=RSSAs you may already know, by investing in a 529 college savings plan, you can give your grandchildren the opportunity to benefit from a college education while taking advantage of potential tax and estate planning savings. This is because you can make this investment federal-tax-free and you can also contribute up to $60,000 per beneficiary without triggering gift tax consequences. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Mon, 12 May 2008 02:31:00 -0000urn:publicid:www.marconews.com:news-Story-171399-733173business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio Attention grandparents: Recent changes to 529s may enhance giftmarconews.comyour-portfolio-attention-grandparents-recent-changurn:publicid:www.marconews.com:news-Story-171399-733173Change0Usablehttp://www.marconews.com/news/2008/apr/24/your-portfolio-business-owners-beware-retirement-p/?partner=RSSWhile you certainly value the time they spend working for your company, as a business owner you want to help your employees in their efforts to save for the time when they can finally retire. But establishing and maintaining a plan that will let your employees’ savings grow tax-deferred does come with additional responsibilities. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Thu, 24 Apr 2008 14:40:00 -0000urn:publicid:www.marconews.com:news-Story-170071-733156business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Business owners beware of retirement plan pitfallsmarconews.comyour-portfolio-business-owners-beware-retirement-purn:publicid:www.marconews.com:news-Story-170071-733156Change0Usablehttp://www.marconews.com/news/2008/apr/10/your-portfolio-be-prepared-case-you-are-suddenly-s/?partner=RSSWhile it’s something we hope would never happen, losing a spouse becomes an unfortunate reality many people must face. While the emotional trauma is the first and hardest blow, an important next step is looking towards the future and assessing your financial situation. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Thu, 10 Apr 2008 21:06:00 -0000urn:publicid:www.marconews.com:news-Story-168994-733142business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Be prepared in case you are suddenly singlemarconews.comyour-portfolio-be-prepared-case-you-are-suddenly-surn:publicid:www.marconews.com:news-Story-168994-733142Change0Usablehttp://www.marconews.com/news/2008/mar/19/your-portfolio-dont-put-all-your-eggs-one-basket/?partner=RSSAsset allocation is a time-proven strategy that can help take the guesswork out of choosing investments for your portfolio. Instead of putting all your eggs in one basket, you spread your eggs (dollars) among a variety of baskets (stocks, bonds and cash). The baskets can be further divided within each type of investment. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Wed, 19 Mar 2008 20:16:00 -0000urn:publicid:www.marconews.com:news-Story-167230-733120business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Don’t put all your eggs in one basketmarconews.comyour-portfolio-dont-put-all-your-eggs-one-basketurn:publicid:www.marconews.com:news-Story-167230-733120Change0Usablehttp://www.marconews.com/news/2008/mar/05/your-portfolio-money-savvy-kids-teach-them-how-par/?partner=RSSLast week I gave you a half a dozen ideas to help your kids learn about managing their money. Here we add to that list, rounding it out with another six simple steps you can use to teach your children good personal finance skills. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Wed, 05 Mar 2008 18:03:00 -0000urn:publicid:www.marconews.com:news-Story-165888-733106business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Money-savvy kids — teach them how, Part IImarconews.comyour-portfolio-money-savvy-kids-teach-them-how-parurn:publicid:www.marconews.com:news-Story-165888-733106Change0Usablehttp://www.marconews.com/news/2008/feb/27/your-portfolio-money-savvy-kids-teach-them-how-par/?partner=RSSAmong the many responsibilities of adulthood, managing personal finances is one of the most important skills you can learn. Unfortunately, many of us have had to learn this lesson the hard way, without any formal education on the subject. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Wed, 27 Feb 2008 18:59:00 -0000urn:publicid:www.marconews.com:news-Story-165289-733099business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Money-savvy kids — teach them how, Part 1marconews.comyour-portfolio-money-savvy-kids-teach-them-how-parurn:publicid:www.marconews.com:news-Story-165289-733099Change0Usablehttp://www.marconews.com/news/2008/feb/20/your-portfolio-investing-strategies-those-money-in/?partner=RSSWhile there are many individuals who have plenty of money to invest, more than a few hesitate to do so because they are unsure of exactly how or where to invest their money. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Wed, 20 Feb 2008 20:29:00 -0000urn:publicid:www.marconews.com:news-Story-164702-733092business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Investing strategies — for those with money to investmarconews.comyour-portfolio-investing-strategies-those-money-inurn:publicid:www.marconews.com:news-Story-164702-733092Change0Usablehttp://www.marconews.com/news/2008/feb/13/your-portfolio-economy-not-election-drives-stock-m/?partner=RSSAs we get closer to the upcoming presidential election, you may see or hear news stories about how the stock market behaves in an election year. As a result, you might be tempted to start thinking about how to rearrange or even change your investment strategy around this time. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Wed, 13 Feb 2008 22:36:00 -0000urn:publicid:www.marconews.com:news-Story-164039-733085business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Economy — not election — drives the stock marketmarconews.comyour-portfolio-economy-not-election-drives-stock-murn:publicid:www.marconews.com:news-Story-164039-733085Change0Usablehttp://www.marconews.com/news/2008/feb/07/your-portfolio-consider-money-manager-your-portfol/?partner=RSSSo far, you’ve developed a successful investment strategy that has helped you reach many of your financial goals. While you’ve been pleased with your portfolio’s performance over the years, you may find yourself needing the advice and care that a professional can provide. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Thu, 07 Feb 2008 16:22:00 -0000urn:publicid:www.marconews.com:news-Story-163506-733079business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Consider a money manager for your portfoliomarconews.comyour-portfolio-consider-money-manager-your-portfolurn:publicid:www.marconews.com:news-Story-163506-733079Change0Usablehttp://www.marconews.com/news/2008/jan/30/your-portfolio-disciplined-investing-helps-keep-em/?partner=RSSKnowing that financial markets are constantly changing, it’s often hard to gauge when the best time would be to jump in. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Wed, 30 Jan 2008 21:41:00 -0000urn:publicid:www.marconews.com:news-Story-162735-733071business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Disciplined investing helps keep emotions in checkmarconews.comyour-portfolio-disciplined-investing-helps-keep-emurn:publicid:www.marconews.com:news-Story-162735-733071Change0Usablehttp://www.marconews.com/news/2008/jan/23/your-portfolio-make-sure-manage-your-tax-records/?partner=RSSThe Federal income tax system is a complicated organization, but it’s one we all have to contend with. Between payroll deductions, estimated taxes, exemptions, deductions, credits and more, it’s easy to get yourself confused. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Wed, 23 Jan 2008 18:55:00 -0000urn:publicid:www.marconews.com:news-Story-162098-733064business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Make sure to manage your tax recordsmarconews.comyour-portfolio-make-sure-manage-your-tax-recordsurn:publicid:www.marconews.com:news-Story-162098-733064Change0Usablehttp://www.marconews.com/news/2008/jan/10/your-portfolio-choosing-tax-efficient-investments/?partner=RSSManaging your portfolio wisely can help control your tax bill. As always, you should consider many different factors when choosing investments, but for some individuals, tax cost may be one of the more influential factors in selecting their investments. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Thu, 10 Jan 2008 17:59:00 -0000urn:publicid:www.marconews.com:news-Story-160887-733051business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Choosing tax efficient investmentsmarconews.comyour-portfolio-choosing-tax-efficient-investmentsurn:publicid:www.marconews.com:news-Story-160887-733051Change0Usablehttp://www.marconews.com/news/2007/nov/08/your_portfolio_investing_experts_lets_start_fundam/?partner=RSSNo matter how well-versed you are on the subject of investing, it’s important to remember the fundamentals. They help you stay grounded, and keep you from getting too far ahead of yourself. Today we offer a few cornerstone ideas of basic investing that will help you remember the rules that got you to where you are. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Thu, 08 Nov 2007 20:11:00 -0000urn:publicid:www.marconews.com:news-Story-155518-732988business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Investing for experts — let’s start with fundamentalsmarconews.comyour_portfolio_investing_experts_lets_start_fundamurn:publicid:www.marconews.com:news-Story-155518-732988Change0Usablehttp://www.marconews.com/news/2007/oct/25/your_portfolio_your_legacy_plus_tax/?partner=RSSEstate planning is an important subject to think about, especially as you begin to accumulate assets or have family members you want to provide for in the future. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Thu, 25 Oct 2007 16:37:00 -0000urn:publicid:www.marconews.com:news-Story-153984-732974business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: Your legacy... plus taxmarconews.comyour_portfolio_your_legacy_plus_taxurn:publicid:www.marconews.com:news-Story-153984-732974Change0Usablehttp://www.marconews.com/news/2007/oct/11/your_portfolio_etfs_may_be_great_addition_your_por/?partner=RSSIf your investment portfolio consists of a combination of stocks, bonds and mutual funds, you are off to a good start. But if you haven’t already looked into them yet, you may want to consider adding Exchange Traded Funds (ETFs) to your portfolio mix. ETFs can provide you an investment with the flexibility, ease, and liquidity of stock trading, but they also share some of the benefits of traditional index fund investing. Here we will take a look at some of the attributes of these increasingly popular investments. chris.facka@agedwards.com (CHRISTOPHER L. FACKA)Thu, 11 Oct 2007 16:39:00 -0000urn:publicid:www.marconews.com:news-Story-152391-732960business/businessCHRISTOPHER L. FACKAMarco, FLYour Portfolio: ETFs may be a great addition to your portfoliomarconews.comyour_portfolio_etfs_may_be_great_addition_your_porurn:publicid:www.marconews.com:news-Story-152391-732960Change0Usable