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Investment and Retirement News & Tips
  1. Inherited IRAs—What You Need to Know
  2. The IRA Rollover: 10 Tips to Making a Sound Decision
  3. How to Improve Your Retirement Income if You Haven’t Saved
  4. When to Start Receiving Retirement Benefits
  5. Your Retirement Benefit: How It Is Figured
  6. Your Payments While You Are Outside The United States
  7. Top Retirement Mistakes to Avoid
  8. A Guide to Getting a Pension.
  9. Ultimate Guide to Retirement.
  10. The Warren Buffett Guide to Retirement Investing.
  11. How to Invest After You Retire.
  12. Instead of Buying a Channel Bag, Here's How to Invest that Money.
  13. Advice from the World's Top Market Minds.
  14. How to Reduce Your Tax Bill by Saving for Retirement.
  15. Smart Investments for Retirement Income.
  16. How to Invest for Retirement.
  17. Retirement Planning - IRAs, Guidance & Tools.
  18. Best Investments For Retirement Planning.
  19. The Crisis in Retirement Planning.
  20. IRA vs. 401(k): How to Choose Your Retirement Accounts.
  21. The "Train Wreck" Awaiting American Retirement.
  22. Analyzing The Best Retirement Plans and Investment Options.
  23. 6 Unusual IRA Investment Options.
  24. 6 Best Investments for Retirement.
  25. 6 Things You Need to Know About Bonds.
  26. Avoid These 7 Retirement Investing Mistakes.
  27. Top 7 Ways the Global Economy Can Affect You.
  28. 10 Retirement Planning Moves to Make in Your 20s.
  29. 10 Safe Investments for Investors Who Want to Avoid Risk and Volatility.
  30. 10 Painless Ways to Save More for Retirement.
  31. What Do You Do When You Decide to Retire?
  32. Retirement Savings by Age: How Do You Compare?.
  33. The Big Retirement Blunder Single Americans Are Making.
  34. Retirement Reality Check: 1 in 10 of Us Aren't Saving—at All.
  35. Retire by 40? 3 Couples Share How They Plan to Make It Happen.
  36. Battle of the Sexes: Nest Egg Edition.
  37. Don't Be a Boomer: The Retirement Mistake You Don't Want to Make.
  38. 7 High Return, Low Risk Investments for Retirees.
  39. 10 Ways to Make Your 401(k) Balance Grow Faster.
  40. 10 Ways to Get Ready for Retirement After Age 50.
  41. 5 Things You Need to Know About the Thrift Savings Plan.
  42. When and How to Insure Your Income.
  43. IRS Announces 2016 Pension Plan Limitations; 401(k) Contribution Limit Remains Unchanged at $18,000 for 2016.
  44. 2015 and 2016 Traditional IRA and Roth IRA Contribution Limits are $5,500 (if under age 50) and $6,500 (if over age 50).
  45. Roth vs. traditional IRAs: A Comparison.
  46. Self-Directed IRA Investing Guides.
  47. Saving and Investing.
  48. Understanding Order Types Can Save Time and Money.
  49. Public Non-Traded REITs—Perform a Careful Review Before Investing.
  50. How to Set Up a Retirement Account.
  51. How to Become a Millionaire by Retirement.
  52. The Art Market Vs. NASDAQ 100.
  53. How Long Should I Keep My Tax Records?.
  54. Ultimate Guide To Retirement - Where should I open an IRA?.
  55. How to Invest in Retirement.
  56. The 3 Largest Tech ETFs (XLK, VGT).
  57. Blame The Dollar Not China.
  58. Dow Is Now Down 1,451 Points This Year (2016).
  59. 10 Steps To Take When Stocks Plunge.
  60. Power of Attorney and Your Investments—10 Tips.
  61. It Can Be Hard to Recover from “Recovery” Scams.
  62. Global Stocks Sink Into Bear Market.
  63. Price-Earnings Ratio - P/E Ratio.
  64. 5 Dividend Stocks That Have Only Gotten More Attractive.
  65. Stock Market Selloff Triggers a New Gold Rush.
  66. Is Your Financial Adviser Making Money Off Your Bad Investments?
  67. 3 Pro Tips for Anyone Who’s Confused About Roth IRAs.
  68. Stock-Based Loan Programs: What Investors Need to Know.
  69. Nearing Retirement? It’s Time to Be Creative.
  70. The Forbes 2015 Retirement Guide.
  71. Social Security and Retirement Estimator.
  72. Don't Make These 2 Mistakes With Your Cash On Hand.
  73. 2015's States with the Best & Worst Taxpayer Return on Investment (ROI).
  74. Is Life Insurance a Good Investment?.
  75. Required Minimum Distributions—Common Questions About IRA Accounts.
  76. China Devaluation Is Good News.
  77. 8 Things to Know Before Investing in Gold.
  78. Reinvesting in Your Business Can Lead to Huge Growth.
  79. 5 Popular Ways to Invest in Gold.
  80. 5 Tips to Shine in Investing in Gold Coins.
  81. The Lowdown on Buying and Selling Silver.
  82. 6 Tips For Avoiding Financial Disaster When Starting a Business.
  83. High-Yield CD Offers Can Be Bait for High-Commission Investments.
  84. Online Investment Scams Tutorial.
  85. 5 Tips to Help You Get Approved for a Mortgage.
  86. Social Security: 5 Facts You Must Know.
  87. CNN Started 2014 with $1,000 each in Investments in 30 companies. Here's How the Portfolio Is Doing.
  88. Compare Roth IRA vs. Traditional IRA.
  89. 10 Most Tax-Friendly States for Retirees.
  90. Saving Social Security.
  91. Tools of the Fraud Trade: Phones and Emotions.
  92. How Risky Is Your Portfolio?
  93. Out of Work? Do's and Don'ts for Your Retirement Account.
  94. Understanding Investor Behavior.
  95. 401(k) Conundrum: Lots of Cash, No Best Way to Make It Last.
  96. In Estate Planning, Family Isn’t Always First.
  97. 1 in 4 Americans Is Saving Nothing for Retirement.
  98. Understanding the Time Value of Money.
  99. Tips for Investing in Stocks.
  100. Messaging Apps Are Latest Platform for Delivering Pump-And-Dump Scams.
  101. 10 Pieces of Investment Advice from America's Greatest Investor.
  102. 15 Retirement Investing Mistakes to Avoid.
  103. 20 Stock-Investing Tips.
  104. USA.gov: Investing Tips.
  105. Cramer's Twenty-five Rules for Investing.
  106. 5 Types of Income Investments That Should Shine in 2014.
  107. Investing in a Hedge Fund Isn’t Really Worth the Bother.
  108. Hedge Fund Prentice Capital's Top Stock Picks.
  109. 10 Fresh Forecasts for 2014.
  110. 2014 Investor's Guide.
  111. 24 Stocks for 2014.
  112. 10 Predictions for 2014.
  113. 9 Investment Outlooks for 2014.
  114. The Five Best Bond Funds for 2014.
  115. 5 ‘Dividend Champ’ Stocks With the Highest Yields.
  116. The Best Financial Advice I Ever Heard.
  117. How to Choose the Right Mutual Fund.
  118. How to Use Your Memory to Boost Your Savings.
  119. The World's 10 Best Stocks.
  120. 11 Money Tips for Women.
  121. 10 Lessons for Investors from 2013.
  122. The 10 Biggest Adviser Moves of 2013.
  123. 17 Stocks Your Kids Will Love.
  124. Maximizing 529 College Savings Plan Tax Breaks.
  125. 7 Steps on the Road to Retirement.
  126. A Review of the Latest Portfolio Analysis Tool.
  127. Social Security Benefits Are Taxable?.
  128. Avoid These 8 Common IRA Mistakes.
  129. 10 Ways Nonfiduciary Advisers Can Work with 401(k)s.
  130. Billion-Dollar Investment Fraud.
  131. 30-Year-Old Man Sentenced to 10 Years for $30 Million Ponzi Scheme.
  132. When a Strong Currency Weakens, Who Benefits?.
  133. The Good, Bad and Ugly of the Dow Jones Industrial Average
  134. Who’s Right on the Stock Market?
  135. SAC Capital Pays a Record $1.2 billion in Penalties.
  136. SAC Capital to Pay $616 Million in Insider Trading Cases.
  137. How to Invest Your First $1,000.
  138. Good and Bad Reasons to Change Your Portfolio.
  139. Analyzing How Advisory Firms Handle their Expenses.
  140. 50 Smart Money Moves.
  141. 100 Fastest-Growing Companies.
  142. 7 Fastest-Growing Techs.
  143. The Most Powerful Trader on Wall Street You've Never Heard Of.
  144. Smarter International Investing.
  145. What to Do Immediately After We Become Debt Free.
  146. 5 Tax Breaks for Charitable Giving.
  147. Questions and Answers About Social Security.
  148. 10 Things You Should Know About Social Security
  149. Delaying Retirement and Receipt of Social Security Can Preserve Your TSP Account.
  150. Overseas Finances Can Trip Up Americans Abroad.
  151. The 2013 Investing Issue.
  152. Practical Strategies for Today's Bond Market.
  153. Can Regular Investors Beat The Market?
  154. How to Uncover Investment Portfolio Strengths and Weaknesses.
  155. 50 Ways to Improve Your Finances in 2013.
  156. 10 Retirement Resolutions for 2013.
  157. 10 Best States for Retirement.
  158. Rothify Your 401(k).
  159. 10 Risky Investments Billionaires Can’t Resist.
  160. What's The Difference Between Retiring In Canada and America?
  161. Save Early For Retirement If You're a High Earner
  162. How to Build Your Income Stream.
  163. The Best and Worst Investments of 2012.
  164. Dividend Facts You May Not Know.
  165. Advantages and Disadvantages of 529 College Savings Plans.
  166. Net Worth Throughout Your Life.
  167. How to Meet Your Future Self—and Save.
  168. The Middle Class Retirement Delusion By the Numbers.
  169. Investment Choices For Wealthy People.
  170. How To Create a Financial Health Care Portfolio.
  171. The Basics of Individual Retirement Accounts and Your Taxes.
  172. How Paying Off $50,000+ in Debt Inspired a New Business
  173. Some Zen Investing Advice
  174. Has High Frequency Trading Ruined The Stock Market For The Rest Of Us?
  175. How to Think About Investment Risk
  176. Do Your Investments Have Short-Term Health?
  177. The Best Last-Minute Money Moves for 2012
  178. 12 Ways to Increase Your Social Security Payments
  179. Morningstar's Top Mutual Fund Firms.
  180. The World's 100 Most Influential People.
  181. Investment Awareness: Ten Brands That May Disappear in 2013..
  182. 10 Notable Facts About Investment Advisers.
  183. Well-Traveled Fraud—Advance-Fee Scams Target Non-U.S. Investors Using Fake Regulator Websites and False Broker Identities.
  184. Investment Choices After Pension Auto-Enrolment.
  185. 10 Tips to Keep Track of Your Investments.
  186. Cybersecurity and Your Brokerage Firm.
  187. Marijuana Stock Scams.
  188. 10 Ways to Save Your Retirement.
  189. The Facts on Investment Accounts - What Will You Be Charged?
  190. Get the Facts: The SEC's Roadmap to Saving and Investing.
  191. 7 Countries Spooking Investors.
  192. Trade Secrets of Steve Cohen, the Founder of SAC Capital.
  193. Risks of Fixed Income Investing.
  194. Automated Investment Tools.
  195. Priceless Quotes from Warren Buffett.
  196. How to Make Money The Buffett Way
  197. Physical Precious Metals: Tips to Avoid Tarnishing Your Portfolio
  198. Eighteen Ways To Get Tax-Free Income.
  199. 10 Investing Facts You Probably Don't Know -- but Should.
  200. How Serious a Crime Is Insider Trading?
  201. Dormant Shell Companies—How to Protect Your Portfolio from Fraud
  202. Brief Summary of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
  203. Viral Disease Stock Scams: Don’t Let Them Infect Your Portfolio.
  204. An Understanding of the Financial Capital.
  205. An Understanding of the Market System.
  206. An Understanding of the Bond Market.
  207. An Understanding of the Stock Market.
  208. An Understanding of Investor Protection.
  209. What Are Segregated, Guaranteed and Protected Funds?
  210. Billionaire Hedge Fund Managers
  211. Largest Hedge Fund Managers
  212. How To Create and Manage a Hedge Fund?
  213. What Is Hedge Fund?
  214. What Are Wrap Accounts?
  215. 10 Biggest Mistakes Federal Employees Make When Planning for Retirement (and How To Avoid Them)
  216. Is the Roth 401(k) Right for You?
  217. Understanding of Investments
  218. The Best Mutual Funds ranked by the US News magazine.
  219. Currencies.
  220. Investment Tool.
  221. Investment News.
  222. Earnings Announcements ...
  223. Earnings Reports/News.
  224. Special Alerts.
  225. Investment Scams - Internet Fraud.
  226. World Markets.
  227. Find a Bank Holding Company.
  228. Stock Up on Information Before Buying Stock.
  229. Investment News.
  230. Why Leave Money on the Table—Make the Most of Your Employer's 401(k) Match.
  231. Failed Bank List - What Do You Do When a Bank Failed?.
  232. Certificate of Deposit (CD) Calculator.
  233. CD & Investments: Compare Rates.
  234. Certificate of Deposit (CD).
  235. Commodities Futures.
  236. Dow Jones 30 Industrials.
  237. Currency Converter.
  238. World's Official Minimum Wage Rates.
  239. Changing Employers? Don't Lose Your 401(k).
  240. Is My 401(k) Safe in a Bankruptcy?.
  241. Worried About Retirement Savings? You're Not Alone.
  242. Bloomberg's Breaking News.
  243. Federal Retirement Eligibility.
  244. Retirement Planning.
  245. Investing Basics.
  246. Social Security.
  247. Thrift Savings Plan Withdrawal Option: Life Annuity.
  248. Thrift Savings Plan (TSP) Roth Option.
  249. 4 Good Things About the Thrift Savings Plan.
  250. Thrift Savings Plan (TSP) Investment Choices.
  251. Thrift Savings Plan (TSP).
  252. Pre-IPO Offerings—These Scammers Are Not Your Friends.
  253. The Facts on Saving and Investing.
  254. Retirement Plans in the United States.
  255. 10 Ways for Federal Employees to Maximize Their Future Social Security Benefits.
  256. Federal Employee News and Commentary.
  257. Planning for a Delayed Retirement.
  258. 8 Strategies for Federal Employees Planning to Retire in the Next 5 Years.
  259. Yahoo Finance Contributors.
  260. College Savings Calculator.

Market Update: Mutual Funds - Trade - Stocks - Bonds - Currencies
US Stock Market Analysis
(Stocks After 20% + Gained)

Year DJ
%
Year After
%
S&P 500
%
Year After
%





2009 --- --- 23.5 12.8
2004 --- --- 26.3 9.0
2003 25.3 3.1 --- ----
1999 25.2 -6.2 --- ---
1998 --- --- 26.7 19.5
1997 22.6 16.1 31.0 26.0
1996 26.0 22.6 20.3 31.0
1995 33.5 26.0 34.1 20.3
1989 27.0 -4.3 27.3 -6.6
1986 22.6 2.3 --- ---
1985 27.7 22.6 26.3 14.6
1983 20.3 -3.7 --- ---
1980 --- --- 25.8 -9.7
1975 38.3 17.9 31.5 19.1

Did You Know?
  1. One of the benefits of the Thrift Savings Plan (TSP) is that employees can get a match from the Federal government if they contribute up to 5 percent of their base pay to the plan. The first 3 percent is matched dollar-for-dollar, while the next 2 percent is matched with 50 cents for each dollar the employees contribute. For 2016, an employee can make regular contributions of up to $18,000; if the employee is 50 or older, he/she can contribute up to $24,000. However, if the employee is a deployed service member or are serving as a civilian in a combat zone, he/she may be able to contribute up to $53,000 in a single year. The TSP, a defined contribution plan employees and retirees as well as for members of the uniformed services, is well known for its incredibly low fees; in 2015, the average net expense was around 29 cents for every $1,000 invested, which is lower than many 401(k) plans.
  2. In the U.S. an average couple will pay $155,000 in 401(k) fees over their careers.
  3. The S&P 500 Index is very unstable; in the 41 years from 1957 to 1998, only 74 of the original 500 companies were still in the index.
  4. After serving their terms, U.S. Presidents, by law, get lifetime pensions equal to the salary of a Cabinet officer (i.e.; Secretary), which is about $200,000 a year (as of 2015); this lifetime annuity payout would rise over time, as Cabinet salaries do.
  5. Americans who work abroad for foreign companies (rather than companies with American ties) may not be required to contribute to Social Security, which can affect the benefits they are eligible for when they retire.
  6. In 2012, Chinese companies invested $10.7B in the U.S. They also invested $22.9B in Canada, $8.6B in Australia, $4.6B in Hong Kong, $3.9 in United Kingdom, $2.5B in Nigeria, $2.0B in Germany, $1.4B in Brazil, $0.7B in South Africa and $0.7B in Italy.
  7. The highest-price stock currently sold on the NYSE is Warren Buffett's Berkshire Hathaway, Class A (NYSE: BRK-A), which sells for around $136,015.02 (as of December 19, 2012).
  8. According to the World Bank, per capita income in the United States is nearly nine times the Chinese figure, which ranks 84th in the world, lower than Azerbaijan, Lebanon and Chile. China’s economy is one-third the size of the U.S.
  9. About 60 percent of wealthy Chinese were considering emigrating to other rich countries. The United States is a popular destination, in part because of a program called EB5 that offers visas to people who invest at least $1 million and create at least 10 jobs in the country. The number of applications from China has jumped nearly ninefold since 2007, up to 2,408 in 2011.
  10. As of 2011, at $15.094 trillion, the U.S. economy, as measured by GDP, is larger than the next two largest countries' economies combined, Japan ($5.867 trillion) and China ($7.298 trillion).
  11. During the past two years (2010-2011), the federal government charged at least 67 people involved with criminal cases of fraudulent or related dishonest conduct. The charges include securities fraud, ponzi, investment fraud, adviser fraud, wire fraud, mail fraud, tax fraud, conspiracy, embezzlement, and theft while they worked for investment firms, such as Edward Jones, UBS, Smith Barney, ING Financial Partners, Merrill Lynch &. Co, MF Global Holdings Ltd., Credit Suisse Group AG, and Infinity Financial Group LLC. They stole at least $9,499,093,000 from their clients.
  12. The futures brokerage MF Global Holdings Ltd filed for bankruptcy protection on 10/31/2011, and hundreds of millions of dollars are missing from client account.
  13. In January 1980 gold hit $850 an ounce, it took until January 2008 before investors who bought at the high broke even. In the 1980s, the price plummeted about 65%. In 2008, gold lost more than 30% of its value. The price of an ounce of gold was $1,917.90, a set record on August 23, 2011.
  14. Insider trader, who provides inside trading information before the trade is made, involving a tipper and a tippee, is both a theft and a fraud.
  15. Many Chinese companies overstated their numbers to mislead people, especially U.S. investors and regulators. Ones of those are China Education Alliance (CEA) and China Media Express. CEA reported its "training center" had "17 modern classrooms" for 1,200 students; actually the "center" had no desks and was all but empty. The CEA' stock has plunged from $4.50 a share on November 26, 2010, to 76 cents on August 22, 2011 after the report was published. China Media Express, which inflated sales and profit, had its stock price collapsed, and trading in the shares was halted.
  16. There are about 370 Chinese companies that obtained U.S. listings since 2004 without the rigors of initial public offerings; as of August 2011 at least eight of these companies had their registrations revoked, and over 25 ones have also reported other problems, including accounting issues and auditor resignations.
  17. The average monthly pay in 2011 in China was $300, compared with monthly manufacturing wages of $120 in Vietnam. In 2010 Santa Clara, California-based Intel, the world’s largest chipmaker, opened a $1 billion assembly and testing plant in Ho Chi Minh City. Finland-based Nokia, the world’s biggest maker of mobile phones, opened a plant in Vietnam to manufacture low-end phones in 2011. Gerry Weber International AG Germany’s second-largest maker of women’s clothing, is increasingly shifting production from China to Vietnam with cheaper labor.
  18. Since 1935, when President Franklin D. Roosevelt signed legislation creating the first U.S. Savings Bonds, which have encouraged savings and a broad participation by Americans. Today, billions of dollars in savings bonds have stopped earning interests, but haven't been crashed. If you still have one, you may need to cash or reinvest it so your money can start working for you again.
  19. There are ways you can get your IRA funds before retirement without penalty before age 59.5. If you meet some specific requirements, you can use your IRA to pay for medical expensive, health insurance, college, buying first home, disability, annuity payments, and military service.
  20. The U.S. has the world's largest gold reserve - more than 8000 metric tons, which is worth an estimated $288 billion (2/2010). German has 3400 metric tons of gold, which comes in second.
  21. Since 1971, the return on gold has been 8.86% a year, while the average return on stocks has been 9.76%.
  22. In terms of return on investment, buying a home at this time is actually not that great of an investment
  23. Japan is one of the world's most earthquake-prone countries, and experts believe Tokyo has a 90 percent chance of being hit by a major quake between today and 2060. There is a 67 percent chance for at least one earthquake of magnitude 7 or larger in the San Francisco Bay Area between 1990 and 2020. Most insurance companies do not cover home/building damaged by an earthquake
  24. Berkshire Hathaway is the most expensive U.S. stock, the price for one Class A share of Warren Buffett's Berkshire Hathaway (BRKA) briefly topped $100,000 in October 2006. It was reached $100,425 again on August 4, 2009. It was lost 32% of its value in 2008. As of August 7, 2012, its price was $128,240.
  25. 2008 is the worst year of the stock market since 1937.  During 2008 there was around $10 trillion household wealth destroyed. Value wiped out from the Dow Jones Wilshire 5000 is around $7.3 trillion. Decline of the S&P 500 is 38.5% (loss around $4.8 trillion). The NASDAQ's loss is around 40.5%. The average loss among stock mutual funds is around 38%, and loss among bond mutual funds is around 8%
  26. In terms of returns in 2008, while investors lose money, investment bankers continue receiving bonus. They receive money based on how many investment deals they can push through, not on the quality of the deals or long-term strategy.
  27. Multinational life insurance companies, such as MetLife and Prudential, pocket hundreds of millions in profit that really belong to those who have lost family members.
  28. Currently retirement savers can contribute up to $16,500 to a tax-deferred 401(k), which jumps to $22,000 for those age 50 and older.
  29. The three oldest commodities exchanges in the US are Chicago Board of Trade established in 1848, Kansas City Board of Trade 1856, and New York Cotton Exchange 1870.
  30. The three oldest stock exchanges in the US are Philadelphia Stock Exchange established in 1790, New York Stock Exchange 1792, and Boston Stock Exchange 1834.
  31. The five oldest stock exchanges worldwide are Antwerp Bourse established in 1460, Lyons Bourse 1506, Toulouse Bourse 1549, Hamburg Bourse 1558, and London Royal Exchange 1571.
  32. A stock is considered to be a share of ownership in a company that can be bought, sold or traded. A bond is a loan to a company that can be bought, sold or traded.
  33. Families in the dark as life insurance companies hold billions in payouts, and earn interests.
  34. Never invest in a product that you don’t understand; be sure you have enough information before making an investment; and understand the risks involved.
  35. Always take advantage of your employer's 401k contributions.

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| Goldman Sachs | Morgan Stanley | JP Morgan Chase | Bank of America | Deutsche Bank | Citigroup | Credit Suisse | Barclays | UBS | HSBC | Nomura Holdings | RBC Capital Markets | BNP Paribas | The Royal Bank of Scotland Group | TD Securities | Wells Fargo | Lazard | Jefferies Group | Société Générale | BMO Capital Markets |




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2016 Limitations Pension Plan & 401(k) Contribution
(Highlights of limitations that changed from 2015 to 2016)
  1. For an IRA contributor who is not covered by a workplace retirement plan and is married to someone who is covered, the deduction is phased out if the couple’s income is between $184,000 and $194,000, up from $183,000 and $193,000.
  2. The AGI phase-out range for taxpayers making contributions to a Roth IRA is $184,000 to $194,000 for married couples filing jointly, up from $183,000 to $193,000. For singles and heads of household, the income phase-out range is $117,000 to $132,000, up from $116,000 to $131,000.
  3. The AGI limit for the saver’s credit (also known as the retirement savings contribution credit) for low- and moderate-income workers is $61,500 for married couples filing jointly, up from $61,000; $46,125 for heads of household, up from $45,750; and $30,750 for married individuals filing separately and for singles, up from $30,500.
  4. The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan remains unchanged at $18,000.
  5. The catch-up contribution limit for employees aged 50 and over who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan remains unchanged at $6,000.
  6. The limit on annual contributions to an Individual Retirement Arrangement (IRA) remains unchanged at $5,500. The additional catch-up contribution limit for individuals aged 50 and over is not subject to an annual cost-of-living adjustment and remains $1,000.
  7. The deduction for taxpayers making contributions to a traditional IRA is phased out for those who have modified adjusted gross incomes (AGI) within a certain range. For singles and heads of household who are covered by a workplace retirement plan, the income phase-out range remains unchanged at $61,000 to $71,000. For married couples filing jointly, in which the spouse who makes the IRA contribution is covered by a workplace retirement plan, the income phase-out range remains unchanged at $98,000 to $118,000. For a married individual filing a separate return who is covered by a workplace retirement plan, the phase-out range is not subject to an annual cost-of-living adjustment and remains $0 to $10,000.
  8. The AGI phase-out range for a married individual filing a separate return who makes contributions to a Roth IRA is not subject to an annual cost-of-living adjustment and remains $0 to $10,000.


Investing Tools & Calculators
(e.g.; Bond, Investing, IRA, Mortgage, Real Estates, Savings, Retirement)



Age To Receive Full Social Security Benefits
1937 or earlier
1938
1939
1940
1941
1942
1943 - 1954
1955
1956
1957
1958
1959
1960 and later
65
65 and 2 months
65 and 4 months
65 and 6 months
65 and 8 months
65 and 10 months
66
66 and 2 months
66 and 4 months
66 and 6 months
66 and 8 months
66 and 10 months
67




Investment Management

  1. A.R. Schmeidler & Co., Inc.
  2. A.S.A.P. Advisor Services, Inc.
  3. AAL Capital Management Corporation
  4. ABN AMRO Asset Management
  5. Abner, Herrman and Brock Inc.
  6. Acts Capital Management Co.
  7. Advisor Partners, LLC
  8. Agile Investing
  9. Alaric Capital LLC
  10. Alder Capital
  11. ALEA Capital
  12. Alexander Badr Group
  13. Allegheny Investments
  14. Alpha Capital Management
  15. Alta Capital Management
  16. Alter Asset Management, Inc.
  17. Alternative Asset Management
  18. Ambassador Capital Management
  19. American Portfolio Services, Inc.
  20. AMG Guaranty Trust, N.A.
  21. Anisfield Investments Ltd
  22. Aotea Jones Group Ltd.
  23. Aperio Group LLC
  24. Appleton Partners, Inc
  25. Argent Financial Group, Inc.
  26. Aronson and Partners
  27. ASC Advisory Group, Inc.
  28. ASEAN Focus Group
  29. Ashburton Investment Managers
  30. Ashfield
  31. Asset Alliance Corporation
  32. Asvister
  33. Atlantic Capital Management, LLC
  34. Atlantic Financial
  35. Australia's Queensland Investment Corporation
  36. Avalon Capital Management
  37. AXA Investment Managers
  38. B.C. Ziegler and Company
  39. Badgley, Phelps and Bell
  40. Bailard, Biehl & Kaiser
  41. Baillie Gifford
  42. Baker Ellis Asset Management LLC
  43. Baker Street Advisors, LLC
  44. Bank of Ireland Asset Management
  45. Banknorth Investment Management
  46. Baring Asset Management
  47. Barrett Capital Management, LLC
  48. Beacon Global Advisors, Ltd.
  49. Beacon Investment Management Inc.
  50. Bedlam Asset Management
  51. Bedrock Capital Management, Inc.
  52. Bell Capital Management, Inc.
  53. Bennett Financial Advisors
  54. BFS Investments plc
  55. Bidwell Institutional Services
  56. Bill Few Associates, Inc.
  57. Billam Plc.
  58. Boston Asset Management
  59. Boston International Private Client Group
  60. Brain Trader Investments
  61. Brandes Investment Partners, L.P.
  62. Briarcliff Capital Corp.
  63. British Columbia Investment Corporation
  64. Brown Advisory
  65. Bullhound Funds
  66. Cambiar Investors
  67. Campbell Newman Asset Management
  68. Canadian General Capital Ltd.
  69. Capital Group Companies
  70. Capital Investment Services of America, Inc.
  71. Capital Management Group Holding Co., LLC
  72. Capricorn Asset Management (Schwiz) AG
  73. Cardinal Capital
  74. Carnegie Capital Asset Management Company
  75. Carr Sheppards Crosthwaite
  76. Cavanaugh Capital Management
  77. Central European Investment Consultancy MA Management
  78. Century Management
  79. Chalmers Wealth Advisors
  80. Charles Fish Investments, Inc.
  81. Chestnut Hill Partners
  82. Chuckhughes.com
  83. Church House Trust
  84. CIC Group
  85. Circle Peak Capital Management LLC
  86. Citigroup Asset Management Europe
  87. ClearPath Capital Partners
  88. Clime Asset Management
  89. Close Investments
  90. Coast Asset Management
  91. Cofunds Limited
  92. Cogesfonds
  93. Cohen & Steers Capital Advisors, LLC
  94. Collins &Co. Strategic Asset Management
  95. Condor Capital
  96. Conrad and Ottess
  97. Contravisory Research & Management Corp.
  98. Convergent Capital Management, Inc.
  99. Cornerstone Group of Companies
  100. Cove Partners LLC
  101. CRA Rogers Casey
  102. Credit Agricole Asset Management
  103. Credit Nacional du Luxumbourg
  104. Credit Suisse Asset Management
  105. Cremerius Financial Management
  106. Croft-Leominster Investment Management
  107. Cutler and Company, LLC
  108. DAL Investment Company
  109. Davis, Ross, McGee and McCauley, LLC
  110. Delessert Financial Service
  111. Deutsche Asset Management
  112. Deutsche Asset Management Australia
  113. Devenir Group
  114. DFL Financial Services S.A.
  115. Dominick & Dominick LLC
  116. Dominion Partners, L.C.
  117. Dorfman Investments
  118. Driehaus Capital Management, Inc.
  119. DSM Capital Partners LLC Investment Group
  120. E1 Asset Management, Inc.
  121. Eads and Heald Investment Counsel
  122. Eastgate Capital Partners, Inc.
  123. Elan Asset Management
  124. ELCO Management Company, LLC.
  125. Emerald Capital
  126. Emerald Capital Management
  127. EnTrust Capital
  128. Equity Trustees
  129. Evanson Asset Management
  130. Excalibur Management Corporation
  131. ExeTrust Asset Management Co.,Ltd.
  132. Fenimore Asset Management, Inc.
  133. Fidelity Institutional Asset Management
  134. Fiduciary Capital Management, Inc.
  135. Fiduciary Financial Services
  136. Financial & Investment Management Advisors, Inc.
  137. Finsuper
  138. Firstcall India Equity Advisors Pvt. Ltd.
  139. FISN, Inc
  140. Flagship Capital Management, LLC
  141. Flippin, Bruce and Porter, Inc.
  142. Forum Capital Partners LLC
  143. Frank Capital Partners LLC
  144. Freedom Financial Solutions
  145. Freestone Capital Management
  146. Furlong Investment Management
  147. Gerstein, Fisher & Associates, Inc.
  148. GF Geneva Finance SA
  149. GFC Capital
  150. Global Bridge Inc.
  151. Gluskin Sheff and Associates
  152. Godsey and Gibb Associates Investment Counsel
  153. Golberg Lindsay and Co. LLC
  154. Golden Gate Financial Group
  155. Grecu Capital Management, Inc.
  156. Green Investment Management
  157. Green Park Capital
  158. Greenville Capital Management
  159. Griffin Capital Management
  160. Grunden Financial Advisory, Inc.
  161. Guardian Capital Inc.
  162. Guardian Capital LP
  163. Hale Dorr Capital Management LLC
  164. Hammer Capital Management, Inc.
  165. Harold C. Brown & Co., Inc. - Online
  166. Harper Bernays
  167. Hartford Investment Management Company
  168. Haven Capital Management, Inc.
  169. Heron Capital Management, Inc.
  170. Herschel Asset Management Limited
  171. Highmount Capital, LLC.
  172. Horizon Investment Services
  173. Horowitz and Company
  174. Hotchkis and Wiley Capital Management
  175. IMEPOWER Investment Group
  176. Incomeinvest
  177. Independence Investment LLC
  178. Individual Asset Management, Inc.
  179. IndoKapital Securities
  180. ING Investment Management
  181. Innovative Investment Advisors, Inc.
  182. Integre Advisors
  183. Interfund Capital
  184. Investment Analytics
  185. Investment Compliance, Inc.
  186. Investment Counselors Incorporated
  187. Investment Warehouse
  188. Investors Asset Management, Inc.
  189. Investors Route Map
  190. IPEX, Inc.
  191. Ivan Gelfand
  192. J. Stephan and Company, Inc.
  193. J. Zechner Associates Inc.
  194. J.E. Wilson Advisors, LLC
  195. Jacobs & Company
  196. James Pappas Investment Counsel
  197. Jamison, Eaton & Wood, Inc.
  198. Jarislowsky, Fraser Limited
  199. John W Henry and Company Inc.
  200. JP Morgan UK
  201. KBC Asset Management
  202. Keane Capital Management, Inc.
  203. Kirkpatrick Pettis a Mutual of Omaha Company
  204. Kit Cole Investment Advisory Services
  205. Knightsbridge Advisers
  206. Kopp Investment Advisors
  207. Korea Asset Management Corporation
  208. Laidlaw Group, LLC
  209. Lang Asset Management, Inc.
  210. Lasure Management
  211. Lathrop Investment Management Corporation
  212. Lawrence Investment Management, Inc.
  213. Lee Overlay Partners
  214. Legal and General
  215. Legg Mason Capital Management
  216. Lighthouse Capital Management
  217. Liontamer Investment Management Pty Limited
  218. Litman-Gregory
  219. Lockey Investment Group
  220. Lodestar Investment Counsel, Inc.
  221. Loring, Wolcott and Coolidge Office
  222. LSV Asset Management
  223. Lucas Capital Management, L.L.C.
  224. MAP Management, LLC.
  225. Marco Polo Partners
  226. Marcuard Family Office
  227. Marque Millennium Capital Management
  228. Marvin & Palmer
  229. Matthai Capital Management
  230. McGibbon Asset Management
  231. Medford Financial Group, Inc.
  232. Meeder Financial Services
  233. Members Capital Advisors, Inc.
  234. Mercari Financial Services (Pty) Ltd
  235. Meridian Capital Management, Inc.
  236. Meridian Investments
  237. Merrill Scott & Associates, Ltd.
  238. Michael De Coux Financial Services
  239. Millie Capital Management
  240. Mission Management & Trust Co.
  241. Mitchell McClure
  242. MLIM Americas
  243. Money Concepts
  244. Montanaro Investment Managers
  245. Montgomery Investment Management Inc.
  246. Moore Wealth Inc
  247. MRM Asset Allocation
  248. Mundell and Associates LLC.
  249. Muskoka Financial Inc.
  250. N.M.T. Group
  251. Natcan Investment Management
  252. Needelman Asset Management, Inc.
  253. Net2invest.com
  254. New Amsterdam Partners LLC
  255. New England Schooner
  256. New Mexico Investment Advisors
  257. Newton Fund Managers Ltd
  258. NMF Asset Management
  259. North American Management Corporation
  260. North Capital, LLC
  261. North Shore Advisors, LLC
  262. North Star Asset Management
  263. NWQ Investment Management
  264. Octavius Capital Management, LLC
  265. Okada Group LLC
  266. Old Mutual plc
  267. Parsons Capital Management
  268. Pearson Capital, Inc.
  269. Penad Pension Services Limited
  270. Pendragon Capital Management
  271. Perpetual Investments
  272. Peters MacGregor Funds Management
  273. Philadelphia International Advisors, LP
  274. Philadelphia Trust Company
  275. Philippe Group
  276. Piedra Capital, Ltd.
  277. Pillar Capital Advisors
  278. Pinnacle Investments of America, Inc.
  279. Pitcairn Trust Company
  280. Polaris Capital Management, Inc.
  281. Potomac Fund Management
  282. Private Financial Services Ltd.
  283. Profisys, LLC
  284. Provident Investment Counsel
  285. Q Investments Ltd.
  286. QA3 Financial Corp.
  287. R .C .Brown Investment Management plc
  288. Raven Investment Management Ltd.
  289. Real Options and Portfolio Management
  290. Redi Investments, LLC
  291. Regal Capital Planners
  292. Rhoads Lucca Capital Management
  293. Rice Sangalis Toole and Wilson
  294. Richmond Asset Management Rittenhouse
  295. Rivergum Investors
  296. Rivoli Fund Management
  297. RMB Asset Management
  298. Roger Engemann and Associates, Inc.
  299. Rosseau Asset Management
  300. Rowles Financial Planning
  301. Roxbury Capital Management, Inc.
  302. Royal and Sun Alliance Eurolife
  303. Royal Asset Management Group, Inc
  304. Sabrecorp Limited
  305. Sadoff Investment Management LLC
  306. Safian Investment Research Inc.
  307. Sage Financial Group
  308. Saladin Investment Services
  309. Sanco Services Managed Asset Allocation
  310. Sanderson & Stocker, Inc.
  311. Sanford C. Bernstein and Co., Inc.
  312. Schnieders Capital Management, LLC
  313. Scottish Widows Investment Partnership
  314. See Money
  315. Seilern Investment Management Ltd.
  316. Select Financial Group, LLC
  317. Sensible Investment Strategies
  318. SG Asset Management
  319. Shaker Investments
  320. Shores Investment and Retirement Services, Inc.
  321. Sierra Capital Planning
  322. Signature Estate and Investments Advisors, Inc.
  323. Signia Capital Management
  324. SJAM Iassist
  325. Slayton Lewis, Inc.
  326. Smith Capital Management
  327. Smith, Collins & Associates
  328. Southern Capital Services
  329. Southfield Investment Advisors
  330. Sovereign Financial Services
  331. Sovereign Offshore Limited
  332. Sovereign Wealth Management, Inc.
  333. SPARX Asset Management Co., Ltd.
  334. Spin-Off Advisors, L.L.C.
  335. Springer Investment Management
  336. Standish Mellon Asset Management Company LLC
  337. Stepp & Rothwell, Inc.
  338. Stonebridge Capital Management Incorporated
  339. Storkey & Co Limited
  340. Strategic Capital Management, Inc.
  341. Strategic Investment Group
  342. Stratford Advisory Group, Inc.
  343. Summit Global Management Inc.
  344. Tag Associates, Ltd
  345. Talisker Investment Group, LLC
  346. Tamir Fishman and Co.
  347. Teraxis
  348. Terry Balding and Associates
  349. The 6800 Capital Group
  350. The Beacon Group Capital Services
  351. The Fry Group
  352. The Investor Advisory Group
  353. The Invico Group
  354. The Kessler Companies
  355. The Trust Company of Louisiana
  356. Thomas Murray Investor Services
  357. Tower Asset Management
  358. Triton Partners LLC.
  359. True Capital Management
  360. Tsai Capital Corporation
  361. Tuffy Smith Corporation
  362. Tweedy, Browne Company LLC
  363. Twinlights Financial Group
  364. Uhlmann Price Securities, LLC
  365. Valentine Ventures, LLC
  366. Van Strum & Towne, Inc.
  367. Vanguard Investments
  368. Vaughn Woods Investment Management
  369. Veer Equity
  370. Verica Trust & Capital Management AG
  371. VMF Capital
  372. Voyageur Asset Management LLC
  373. Washington Securities Corporation
  374. Wayne Hummer Management Company
  375. Webb And Associates
  376. Weiss Money Management Inc
  377. Westwood Holdings Group
  378. Whistler Managers, Ltd.
  379. Wilcox Investment, Inc.
  380. Wildfire Management Incorporated
  381. Williams Financial Group
  382. Williams, Smith, & Thomas Asset Management
  383. Wilson HTM Ltd.
  384. Windsor Asset Management
  385. Windsor Financial Advisors
  386. Wrap Manager, Inc.
  387. YMG Capital Management Inc.
  388. Zesiger Capital Group LLC
  389. Ziegler Asset Management
  390. Zone Alliance



Thrift Savings Plan (TSP)
Source: tsp.gov


2017

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.20 0.23 1.90 2.16 2.89
February 0.18 0.71 3.97 2.45 1.44
March 0.20 -0.01 0.12 -0.08 2.85
April 0.20 -0.81 1.03 1.15 2.62
May --- --- --- --- ---
June --- --- --- --- ---
July --- --- --- --- ---
August --- --- --- --- ---
September --- --- --- --- ---
October --- --- --- --- ---
November --- --- --- --- ---
December --- --- --- --- ---
Year-to-Date 0.78 1.75 7.16 5.78 10.16
Last 12 Months 1.98 1.12 17.95 21.83 12.91

2016

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.19 1.49 -4.96 -8,72 -5.62
February 0.15 0.68 0.12 0.50 -2.82
March 0.15 0.93 6.79 8.24 6.59
April 0.14 0.41 0.39 1.73 1.89
May 0.15 0.08 1.80 1.81 0.27
June 0.15 1.80 0.26 -0.13 -3.33
July 0.13 0.64 3.69 5.40 5.07
August 0.13 -0.11 0.14 0.80 0.08
September 0.13 -0.04 0.02 0.90 1.24
October 0.14 -0.74 -1.82 -3.86 -2.03
November 0.16 -2.35 3.71 7.95 -1.99
December 0.20 0.16 1.98 1.81 3.44
Year-to-Date 1.82 2.91 12.01 16.35 2.10
Last 12 Months 1.82 2.91 12.01 16.35 2.10


2015

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.18 2.13 -2.99 -1.85 1.19
February 0.13 -0.91 5.75 6.05 5.97
March 0.16 0.47 -1.57 1.24 -1.43
April 0.15 -0.28 0.96 -1.50 4.11
May 0.17 -0.26 1.29 1.84 -0.42
June 1.17 -1.07 -1.93 -0.71 -2.80
July 0.19 0.74 2.10 -0.12 2.08
August 0.18 -0.11 -6.03 -5.80 -7.36
September 0.18 0.75 -2.47 -4.80 -5.02
October 0.17 0.02 8.45 5.61 7.07
November 0.17 -0.24 0.31 1.75 -0.86
December 0.18 -0.30 -1.57 -3.91 -2.03
Year-to-Date 2.04 0.91 1.46 -2.92 -0.51
Last 12 Months 2.04 0.91 1.46 -2.92 -0.51

2014

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.21 1.58 -3.45 -1.91 -4.03
February 0.18 0.62 4.58 5.43 5.58
March 0.19 -0.15 0.85 -0.69 -0.57
April 0.20 0.90 0.75 -2.47 1.51
May 0.20 1.21 2.35 1.52 1.72
June 0.19 0.14 2.07 4.45 0.99
July 0.19 -0.19 -1.37 -4,38 -1.95
August 0.20 1.12 4.01 4.98 -0.14
September 0.18 -0.58 1.40 -5.10 -3.82
October 0.20 0.96 2.45 4.11 -0.63
November 0.17 0.74 2.70 1.33 0.51
December 0.18 0.21 -0.24 0.99 -4.13
Year-to-Date 2.31 6.73 13.78 7.80 -5.27
Last 12 Months 2.31 6.73 13.78 7.80 -5.27

2013

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.13 -0.56 5.18 6.96 4.45
February 0.13 0.51 1.36 1.00 -0.99
March 0.13 0.07 3.75 4.69 0.88
April 0.12 1.02 1.93 0.65 5.32
May 0.12 -1.78 2.34 2.71 -3.12
June 0.14 -1.53 -1.34 -0.99 -2.77
July 0.18 0.13 5.10 6.88 5.29
August 0.18 -0.48 -2.89 -2.76 -1.31
September 0.19 0.99 3.14 5.89 7.41
October 0.19 0.89 4.60 2.94 3.38
November 0.18 -0.35 3.05 2.49 0.75
December 0.19 -0.56 2.54 2.94 1.51
Year-to-Date 1.89 -1.68 32.45 38.35 22.13
Last 12 Months 1.89 -1.68 32.45 38.35 22.13

2012

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.13 0.88 4.50 7.59 5.36
February 0.12 0.05 4.34 3.99 5.14
March 0.14 -0.61 3.30 2.30 0.13
April 0.15 1.12 -0.62 -0.71 -1.87
May 0.14 0.91 -5.99 -6.91 -11.14
June 0.11 0.05 4.13 3.25 7.08
July 0.12 1.38 1.40 -0.62 0.56
August 0.11 0.07 2.25 3.57 3.29
September 0.10 0.15 2.57 2.51 2.96
October 0.12 0.20 -1.86 -1.31 0.85
November 0.11 0.16 0.57 1.53 2.41
December 0.12 -0.13 0.91 2.69 4.02
Year-to-Date 1.47 4.29 16.07 18.57 18.62
Last 12 Months 1.47 4.29 16.07 18.57 18.62

2011

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.24 0.13 2.37 1.23 2.41
February 0.22 0.26 3.42 4.52 3.33
March 0.26 0.06 0.04 2.06 -2.23
April 0.25 1.28 2.96 2.94 6.03
May 0.25 1.31 -1.13 -1.27 -2.90
June 0.21 -0.30 -1.67 -2.35 -1.16
July 0.22 1.59 -2.04 -3.14 -1.60
August 0.19 1.45 -5.44 -8.12 -9.03
September 0.16 0.73 -7.03 -10.73 -10.55
October 0.14 0.11 10.93 14.09 9.48
November 0.14 0.01 -0.21 -0.51 -2.46
December 0.15 1.01 1.04 -0.04 -2.0
Year-to-Date 2.45 7.89 2.11 -3.38 -11.81
Last 12 Months 2.45 7.89 2.11 -3.38 -11.81

2010

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.29 1.54 -3.60 -2.43 -5.17
February 0.24 0.38 3.11 4.89 0.06
March 0.27 -0.11 6.04 7.39 6.28
April 0.28 1.07 1.58 4.82 -2.35
May 0.28 0.85 -7.99 -7.51 -11.20
June 0.24 1.56 -5.24 -6.90 -1.75
July 0.23 1.07 7.01 7.00 10.78
August 0.22 1.28 -4.51 -5.59 -3.14
September 0.17 0.17 8.92 11.71 9.81
October 0.18 0.36 3.80 4.48 3.63
November 0.17 -0.57 0.01 3.00 -4.84
December 0.20 -1.05 6.68 7.38 8.12
Year-to-Date 2.81 6.71 15.06 29.06 7.94
Last 12 Months 2.81 6.71 15.06 29.06 7.94

2009

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.19 -0.86 -8.41 -8.19 -11.93
February 0.21 -0.39 -10.64 -10.22 -10.23
March 0.24 1.38 8.81 8.64 7.20
April 0.21 0.49 9.58 15.00 12.13
May 0.25 0.78 5.60 3.97 13.41
June 0.27 0.54 0.24 0.73 -1.08
July 0.28 1.59 7.58 8.66 9.74
August 0.28 1.03 3.62 3.85 4.87
September 0.26 1.07 3.74 5.94 3.79
October 0.26 0.51 -1.86 -5.51 -2.41
November 0.26 1.30 6.00 3.85 3.16
December 0.25 -1.55 1.94 6.57 1.43
Annual Return 2.97 5.99 26.68 34.85 30.04

The TSP is a retirement savings plan for civilians who are employed by the United States Government and members of the uniformed services. A choice of investment funds:
–   US Government Securities Investment (G) Fund
–   Fixed Income Index Investment (F) Fund (invested in the Barclays U.S. Debt Index Fund/Lehman Brothers U.S. Aggregate bond index)
–   Common Stock Index Investment (C) Fund (invested in the Barclays Equity Index Fund/S&P 500 stock index)
–   Small Capitalization Stock Index Investment (S) Fund (invested in the Barclays Extended Market Index Fund/Dow Jones Wilshire 4500 Completion stock index)
–   International Stock Index Investment (I) Fund (invested in the Barclays EAFE Index Fund/EAFE - Europe, Australasia, Far East - stock index)
–   TSP: Daily Rate & Share Price History.
–  
TSP: Calculating Periodic Returns and Compound Annual Returns.


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U.S. Securities and Exchange Commission (SEC) -  SEC, a US government agency, was established in 1934 to restore investor confidence in US capital markets by providing investors and the markets with more reliable information and clear rules of honest dealing.

Global Market

New York Stock Exchange -  The New York Stock Exchange traces its origins back more than 200 years, to the signing of the Buttonwood Agreement by 24 New York City stockbrokers and merchants in 1792. Centuries of growth and innovation later, the NYSE remains the world's foremost securities marketplace.

NASDAQ -  As the largest and fastest growing major stock market in the world, NASDAQ is home to the world’s leading companies—and a well-recognized household name. In a recent U.S. poll, NASDAQ was #1 in awareness and name recognition among investors.


20 Most Widely Held Stocks
AT&T
Alcatel Lucent
Bank of America
Chevron
Cisco
Citigroup
Comcast
Disney
Exxon Mobil
General Electric
Home Depot
Intel
IBM
JP Morgan Ch
Johnson Johnson
Microsoft
Pfizer
Procter & Gamble
Time Warner
Verizon


The 50 Largest Independent Broker-Dealers



The Largest Independent Broker-dealer Holding Companies


American Stock Exchange - The American Stock Exchange (AMEX) has been a pioneer in market innovation for more than a century. As the nation's most diversified financial marketplace, the AMEX conducts trading through an advanced centralized specialist system that provides a marketplace for the investing public and its members.

Dow Jones Indexes -  Dow Jones Indexes develops, maintains and licenses market indexes for investment products. Among its more than 3,000 indexes are the world's best known stock indicator, the Dow Jones Industrial Average, and the leading pan-European indexes, the Dow Jones STOXX Indexes.


20 Largest Funds
SPDR S&P 500 ETF Trust
PIMCO Total Return Fund;Institutional
Fidelity Cash Reserves  FDRXX
Fidelity Contrafund
American Wash Mutl
American Income
American Euro Pacific
Fidelity Magellan
Vanguard Prime Money Market Fund;Investor
Vanguard Windsor II
Fidelity Growth & Inc
Fidelity Equity Inc
Vanguard Wellington
Fidelity Puritan
Fidelity Blue Chip
American Cent Ultra
Putnam Growth & Inc A
Fidelity Eq Inc II
Janus Fund
Janus Twenty


Standard & Poors - Standard & Poor's is one of the world's preeminent providers of credit ratings, and for such globally recognized financial-market indices as the S&P 500®. It also provides a wide range of other products and services designed to help individuals and institutions around the world make better-informed financial decisions with greater confidence.

TSX - TSX Group is a cornerstone of the Canadian financial system. It owns and operates Canada's two national stock exchanges - Toronto Stock Exchange serving the senior equity market, and TSX Venture Exchange serving the public venture equity market - as well as NGX, a leading North American exchange for the trading and clearing of natural gas and electricity contracts.

Sao Paulo Bovespa - Since November 16, 1998, the Fungible Custody Service for stocks and securities, currently rendered by the São Paulo Stock Exchange/BOVESPA, is formally provided by the Brazilian Clearing and Depository Corporation. CBLC accounts for 100% of the Brazilian stock market’s settlement operations.

Australian Stock Exchange - The Australian Stock Exchange Limited (ASX) was formed in 1987 through the amalgamation of six independent stock exchanges that formerly operated in the state capital cities. ASX operates Australia’s primary national stock exchange for equities, derivatives and fixed interest securities.

Swiss Exchange - The SWX Group offers integrated solutions in specific securities market segments on a cross-border basis. Through its shareholding in Eurex, the SWX Group has a financial interest in the world's largest options and futures exchange.

Mexican Stock Exchange - The Mexican Stock Exchange (Bolsa Mexicana de Valores) is a private institution governed by the Mexican Securities Market Act. A foreign individual can invest in Mexican securities listed on the Bolsa Mexicana de Valores directly through authorized Mexican brokerage firms.


Stock Exchanges - Stock Quote - World's Richest People


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