For an opinion the practitioner knows or has reason to know will be used or referred to by a person other than the practitioner (or a person who is a member of, associated with or employed by the practitioner's firm) in promoting, marketing or recommending to one or more taxpayers a partnership or other entity, investment plan or arrangement a ...
The financial crisis of 2008 could itself be the basis of a seminar on conflicts of interest. The crisis exposed apparent conflicts of interest in many areas, particularly in the production and sale of mortgage-backed securities, and among credit rating agencies that rated these instruments.
Almost everyone goes for the aggressive or ultra-aggressive portfolio which is fully vested in growth stocks. The thing is, in information theory, such a full investment is a sure way to lose money in the long run because it's symmetrical for both the lost and gain of the investment value. am 25 years old so I'd say I am able to be fairly high risk, but I am unsure what would be the best way to allocate my funds. Below are my options: Fidelity Advisor Short Fixed Income C Fd % Guaranteed Interest Account 3 year % Guaranteed Interest Account 5 year % Fidelity Advisor Mortgage...