|
The future of stock and bond valuations for Trusts and Estates
|
 Weekly News Update
Trusts & Estates article:
States Rebel, Won't Conform To Trump Estate Tax Cuts
You can access the complete article by clicking HERE.
The week ahead:
(Your guide to this week's big events)
You can access the complete article by clicking
HERE
.
The week in review:
(A round-up of some of last week's significant corporate events and news stories.)
You can access the complete article by clicking
HERE.
If you need immediate, no frills, stock and bond valuations for trusts and estates, or historical portfolio pricing, try
appraise.web.
If you're looking to outsource your valuations, or to replace legacy estate valuation software with a state of the art "
software as a service" solution,
EMAIL us.
Thank you for subscribing to our eNewsletter and allowing us to serve you.
Please keep in your thoughts all those impacted by the events of Sep 11, 2001.
|
Time Saver & Helpful Hint
Last month we explained, in detail, the different types of security identifiers we accept including: CINS, CUSIP, ISIN, and SEDOL. This month, we want to explore ticker symbols in more depth.
This week's Time Saver / Helpful Hint topic is:
"History of Ticker Symbols (Part 2)"
The modern form of ticker symbols was originally developed by Standard and Poor's and approved by the SEC, NASD and the exchanges. This format dictated that all exchange-traded stock symbols have three letters or less, while those that traded over-the-counter or on the Nasdaq have four or five letters. But in 1997, these rules were abandoned and companies with shorter ticker symbols began to trade in the over-the-counter network as well as on the exchanges. For decades, companies used ticker symbols that suggested the full name of the company, such as MSFT for Microsoft or WMT for Wal-Mart.
There are also some symbols that have a dubious relationship to their owners, such as (NYSE:KO) of
Coca-Cola Company (were CO or COLA taken?) and (NYSE:LUV) for
Southwest Airlines (a bit cutesy). Exchange-traded funds (ETFs) with long technical names often use catchy or easy-to-remember symbols in order to bolster their marketability as well as indicate their portfolios. (
NYSE:MUNI) is the ticker for
Pimco Intermediate Muni Bond Strategy ETF which invests in municipal bonds, while (NYSE:CORN) represents
Teucrium Corn Fund ETF that tracks the price of corn. Some ETF tickers even suggest positive aspects of a fund's risk or return, such as the
PowerShares High Equity Dividend Achievers, which trades under the symbol (NYSE:PEY) (as in "pay"), and the
Pimco Enhanced Short Maturity Strategy Fund that trades under (NYSE:MINT).
*** This material is extracted from Investopedia ***
Last week's Time Saver / Helpful Hint topic was:
"
History of Ticker Symbols (Part 1)"
You can access the eNewsletter by clicking
HERE.
|
Your Opinion Counts
Digital assets, including email accounts, blogs, websites, video channels, social media accounts, digital photos and other files stored on a web-based cloud, are more prevalent in today's digital economy, which is why they are of increasing importance in the estate planning process.
Our question for this month is...
"Which social media channel(s) do you use professionally?"
CLICK HERE TO HAVE YOUR OPINION COUNTED
|
Complimentary Webinar
We instituted a
complimentary webinar series to enable our subscribers to receive concise instruction on issues and ideas affecting our industry without having to leave your office.
Our next topic:
"How Estate Planning Awareness Week Can Build Your Practice & Your Community"
is scheduled for Tue, Sep 25 from 11:30a to 12:00p ET.
Here is a synopsis:
Find out what your colleagues are doing to participate in National Estate Planning Awareness Week and how it can help your community, clients, and prospects while growing your business. Our keynote speaker will be Valentino Sabuco, Executive Director of The Financial Awareness Foundation.
Prior Webinars:
You can access recordings of our prior webinars by going to our YouTube channel
ESI-APPRAISE or clicking HERE. These 20-30 minute webinars include industry related topics and APPRAISE how to videos.
|
Upcoming Events
Events we are coordinating (all times are ET):
- Sep 14: System maintenance at 5:00p - online services down
- Sep 15: Possible continuation of Sep 14 system maintenance
- Sep 25: ESI-APPRAISE monthly webinar series (click
HERE)
Events we are attending (all times are ET):
- Sep 12: Greater New Jersey Estate Planning Council Meeting
"A Capital Markets and Economic Outlook For 2019"
- Sep 13: Estate Planning Council of New York City meeting
"Managing Tax Basis Today (For Tomorrow)"
- Sep 20: Estate Planning Council of Bergen County Meeting
"2018 Mid-Year Outlook - A New Narrative Emerges"
|
Subscriber Feedback
We want to make it easy for our subscribers to give us feedback. Please click
here if you want to contact us.
|
|
