The seeds of a smooth transition

Article Abstract:

Michael Stebbins and Carl Jacobs set up a buy/sell agreement with 2 longtime employees of their nursery and landscaping business, Shiloh Nurseries Inc. The agreement will allow the employees to become part owners of the business in preparation of taking it over upon Stebbins' or Jacobs' retirement or death.

Management, Case studies, Cover Story, Estate planning, Succession planning (Business), Buy-sell agreements, Horticultural industry

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What's your mutual fund really costing you?

Article Abstract:

A fund's costs make a difference in net earnings and, unlike risk or return, they are easily controllable. Investors can find out the fund's ratio of operating expenses to assets and its, turnover rate, or how often it buys and sells securities. Sales loads and hidden costs also reduce net earnings.

Mutual Fund Mgmt Companies, Portfolio Management

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Funds Of Funds: Simplifying 401(k) Investments

Article Abstract:

Many companies and employees are choosing to include at least one fund of funds in their 401(k) retirement plans. While traditional mutual funds invest in bonds or stocks, a fund of funds invests in other mutual funds with general or specialized goals. Specific funds are examined.

Investment Companies, Open-End Investment Funds, Innovations, Retirement

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