Author name: Cliff Smith

Insights

What? I Can’t Have My Money Back??

by P.J. DiNuzzo                                                                       August 7, 2014 What?  I Can’t Have My Money Back?? Most investors either have now or have had money invested in the cash-equivalent known as money market funds.  Few have noticed that recent regulatory changes could expose some of the underlying volatility of these safe investments, and even affect whether you can […]

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Russian Cyber Gang Computer Hackers & 6 Steps for Stronger & More Secure Passwords

by P.J. DiNuzzo                                                                       August 8th, 2014 Russian Cyber Gang Computer Hackers & 6 Steps for Stronger & More Secure Passwords As an SEC Registered Investment Adviser, DiNuzzo Index Advisors, Inc. is subject to federal laws requiring it to protect non-public information about its clients.  We also have clients in numerous states subjecting us to various […]

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Impulse Travel Apps

by P.J. DiNuzzo                                                                       August 9, 2014 Impulse Travel Apps If you make your travel plans at the last minute, you’ll pay a lot for the privilege.  Right? Not necessarily.  A new, free iPhone app called Flight Tonight identifies all plane flights leaving within 24 hours from your home city, and shows you which airlines are […]

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Hiding Profits From the Tax Man

by P.J. DiNuzzo                                                                       August 12, 2014 Hiding Profits From the Tax Man On July 14, the Foreign Account Tax Compliance Act became effective, and instantly virtually all foreign banks were required to keep track of, and report on, all assets held by U.S. citizens.  Individuals who don't report income on those assets and pay taxes […]

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Good News or Bad News?

by P.J. DiNuzzo                                                                       August 14, 2014 Good News or Bad News? July joined January as the only two down months for the U.S. investment markets, and the month’s last week (down 3%) provided yet another exciting lurch of the roller coaster.  But if you put it all in perspective, July’s overall 1.5% decline is relatively […]

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Secession Out of the Bottle?

by P.J. DiNuzzo                                                                                                September 30, 2014 Secession Out of the Bottle? Scotland has voted–for now–to remain a part of the United Kingdom, a move which avoids such huge and thorny decisions as: how much of Britain’s national debt would belong to the newly-independent Scottish nation?  Would Scotland have to create its own army and navy, […]

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Third Quarter Investment Report: Moving Into Choppy Waters

by P.J. DiNuzzo                                                                                                October 1, 2014 Third Quarter Investment Report: Moving Into Choppy Waters You could say that the markets took a breather in the third quarter of 2014, but you would come to that conclusion only if you looked at the overall returns and ignored the drama of the past 30 days.  The markets […]

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The Newest Largest IPO in History

by P.J. DiNuzzo                                                                     October 2, 2014 The Newest Largest IPO in History Last fall it was Twitter.  Before that, it was Facebook.  Now it’s Alibaba, the huge Chinese e-commerce company that just became the largest tech IPO in history, after raising $21.8 billion in its initial public offering on September 18. As it turns out, Facebook […]

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Providing for Pets

by P.J. DiNuzzo                                                                                                October 4, 2014 Providing for Pets This summer, the entertainment world lost one of its most prominent and popular figures: Joan Rivers.  When her estate planning documents were unveiled, it became clear that she was a careful planner of her legacy–and also a devoted pet owner.  One of the most interesting details […]

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Bond King's Messy Exit

by P.J. DiNuzzo                                                                                                October 7, 2014 Bond King’s Messy Exit Financial advisors and the investment community were shocked this past Friday when Bill Gross, sometimes referred to as “the bond king” resigned from Pimco, a firm he founded in 1971 that rose to become one of the largest mutual fund management firms in the world.  Gross […]