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The article discusses the operations of finance management company Holland Capital. Topics covered include the history of the company's establishment in 1968 and popularity in the investment management industry. Also mentioned are the increase in the assets of the firm in 2012 and growth in its capital in 2014.

The article offers advice for parents on college financial planning for their children. Experts say that one factor that parents and children should consider before enrolling to a college with above-average costs is the income that the student expects after graduation. Parents can also invest in Qualified Tuition Plans which are exempted from federal taxes. Another help is the financial aid which offers a combination of grants, loans and work-study programs according to author Kalman A. Chany.

The article presents the views of financial advisers on how some of the popular stocks will perform in 2011. Arnett Lanse Waters of A.L. Waters Capital in Braintree, Massachusetts sees the strong growth and demand for gold, particularly in emerging markets. Lee Baker of Apex Financial Services in Tucker, Georgia sees continued upward movement for Real Estate Investment Trust (REIT) in 2011. Douglas Coe of Moody Reid Financial Advisors in Kansas City, Missouri sees a rise in technology funds as emerging economies demand more technology.

The article discusses how certified financial planner Alfred McIntosh helped three generations of the Wynne-Allen family worked together to create a financial legacy in the U.S. The Allens started working with McIntosh to organize their finances, after which they introduced their son to the planner for advice on preparing for his own financial future. According to the author, the Wynnes signed up for the fee-only services of McIntosh based on a referral. Differences between the Wynnes and the Allens on how they handled their finances are discussed.

The article focuses on investing in mutual funds. Kaye and Nick Flores, a couple from Altadena, California, picks their funds with the help of investment adviser Arnetta Tolley. Analyst John Coumarianos recommends investing in mutual funds that are diversified among different asset classes emphasizing past performance and experienced management. Other categories investors should consider include precious metals, real estate/energy and small companies.

Presents a roundtable discussion on investing in the U.S. Factors that investors should consider about the U.S. economy; Discussion on how investors would pick mutual funds; Tax strategies recommended.

Offers advice on choosing financial advisors. Importance of doing a background check on advisors; Warning against judging a financial professional solely by past investment performance.

Profiles the asset management firm, Ariel Capital Management Inc./Ariel Mutual Funds in the U.S. Return on the Ariel Fund as of April 11, 2002; Increase in the assets under management of the firm in 2001; Information on John W. Rogers Jr., chairman and chief executive officer of Ariel Capital Management; Challenges faced by Rogers in managing Ariel Capital Management; Plans of Rogers for the asset management firm in 2002,

Interviews several investment experts in the United States on strategies for protecting wealth in the existing bear market. Outlook for the remainder of 2001 and the beginning of 2002; Factors that could stall a rebound in the market; Views on the impact of the dollar on overseas earnings; Sector opportunities for investors.

Interviews several African-American investment experts in the United States (U.S.). Economic conditions of the U.S. in the first quarter of 2001; Outlook of Steven Sanders of Earnest Partners on the stock market; Potential problems in the market, according to Eugene Profit of Profit Value Fund. INSETS: Paul Viera, EARNEST Partners;Eugene Profit, Profit Value Fund;Dail St. Claire, Amalgamated Bank;Steve Sanders, MDL Capital

Focuses on the African American-owned money management firms in the United States. How some African American asset managers approached several problems in money management; Challenges faced by minority firms in getting business from public and private institutions; African American-owned money management firms included in the Black Enterprise Industrial/Service 100 list for 2000.

Presents a step-by-step guidelines to help people find a financial planner. How to obtain a list of potential advisors; Suggestion in pre-screening prospective planners; Six areas of financial planning.

Focuses on the approach used by Afro-American couple Dawn and Scott Jackson in finding the right financial planner or investment advisor. Importance of trust between the planner and his clients; Tips on checking the planner's credentials; Importance of preparing to speak about one's goals to the planner; Knowing what one is being charged.

Highlights the investments strategies of five of the hottest mutual fund managers in the United States as of October, 1996. Includes fund manager Garrett Van Wagoner, Michael Schonberg and Justin Beckett.

Looks into the private portfolios of several investing advisors. Ron Scott, new manager of Nubian Asset Management Inc.; Ann Lemon, vice-president at Paine Webber Inc.; James Francis, president and CEO of Beal Investment Co.; Glinda Bridgforth, president of Bridgforth Financial Management Group and Marjorie Grace, president of Grace Financial Management; John Rogers, president of Ariel Capital Management.

The article features former hedge fund manager Chinedu Echeruo, as well as how he became successful in the location-based service market. It claims that Echeruo founded his company HopStop.com in 2005 to provide a pedestrian navigation service providing information on subway stations, bus stops and taxi service providers, among others. It reports that HopStop was acquired by Apple Inc. for a reported one billion dollars in the summer of 2013.

The article offers advice on investment management from financial experts. Ameriphase financial adviser Roderick Barnes suggests understanding the time frame, goals and investment objectives. MassMutual financial professional Kasper Mingo recommends other investments aside from stocks and bonds such as commodities, money market instruments and real estate. Other investment tips offered by experts are discussed, including use of rational reasoning based on research and identifying opportunities for yield.

In this article, the author discusses the challenges of financial education along with suggestions for smart money management. It mentions that the need to read several books for money management including "The Wealth Choice: Success Secrets of Black Millionaires" by Dennis Kimbro and "The Millionaire Next Door: Surprising Secrets of America's Wealthy" by Thomas Stanley and William Danko. It also mentions that goals for spending, saving, and investing money.

The article presents a brief career profile of LeCount R. Davis, who became the first African American certified financial planner (CFP) in 1978. Davis is retired now, but still counsels businesses, nonprofits, individuals, and two Bahamas-based pension funds. He founded the Association of African American Financial Advisors (AAAA) in 2001 to increase the number of African American CFPs in the U.S.

The article discusses the success of African American investment services company Smith Graham & Co. Investment Advisors LP, which is lead by its chief executive officer (CEO) Gerald B. Smith. Topics discussed include the hiring of the company's new president Donna Sims Wilson, its reputation as one of the largest and oldest African American-owned institutional investment management firms in the U.S., and tips for success including being prepared to give up equity and learning from failure.

An interview with J.B. Bryan, investment adviser and president of investment advisory firm J.B. Bryan Financial Group, Inc., is presented about investing in the biotechnology sector. Topics covered include her views on the hepatitis C virus market, the kind of market growth she is expecting for 2014, and investment in biotechnology mutual fund or an exchange-traded fund for diversification.

The article offers information about the business investments of retired football player Tony Jones and wife Kamilla. The couple hired a financial adviser who told them to invest in restaurants, shopping malls and a barbershop. They own Salon Studio Suites which offers mini salons for hair stylists and beauty professionals.

An interview with Dawn Alston Paige, executive vice president of Piedmont Investment Advisors in Durham, North Carolina, is presented. When asked about the company's outlook on the economy for the second half of 2010, she states that they remain positive since most of the recent economic data support a broad economic recovery. She also mentions that EnerSys, a manufacturer of industrial batteries, is poised for strong growth in 2010.

An interview with investment strategist Douglas Coe is presented. He explains how the slow economic recovery in the U.S. will affect the markets. When asked about a specific company he likes to buy, Coe refers to oil company. Despite of the push toward greener and cleaner energy, he still prefers oil company because global demand is expected to increase by 20% in 2010.

The article offers tips on building a team of financial advisors including looking for passion and previous experience, targeting workhorses and identifying one's own weaknesses.

The article provides guidance on choosing a financial planner. It offers information on the ways professional advisers operate as well as how much they are paid to doing their job. The author presents six questions to ask before choosing a planner or an adviser. She also outlines the do's and don'ts of choosing a planner.

This article focuses on the challenge facing financial advisors in the U.S. in dealing with clients who are afraid and full of anxiety about the recession and the market turmoil. Many financial advisers have to console clients and investors. Advisers are stepping in to nurse the wounds. Like any good personal therapist, planners try to stay cool and rational even when clients are hitting the panic button. One financial advisers worries because investors are reacting emotionally instead of logically.

The article presents the case Jelani and Jarvis Hagewood, a couple from Clarksville, Tennessee, who are facing a tight budget after purchasing a home. The Hagewoods have no credit card debt, but they do have auto loan payments that total $1,800 a month for three cars. Jocelyn Wright, a certified financial planner with Miles Wealth Management, spent time with the Hagewoods to help them move forward.

The article focuses on the effect of the subprime lending crisis on the stock market. The crisis resulted to uncertainty that fueled volatility in the stock market, as seen in changes in the Dow Jones industrial average. According to Tracy Brown, an investment adviser at William Tell Financial Services, value investing, while using a long term strategy, is the best way to combat volatility. Housing woes have also tarnished home improvement retailers such as Home Depot Inc. and Lowe's Cos., both trading at multiyear lows as of early November 2007.

An interview with Joe Sterling, a portfolio manager for the investment firm American Century regarding the stocks of public utilities, is presented. Sterling expects electric utilities to post average earnings growth of between 8% and 12% annually over the next three to five years. He relates that dividend yields are in the 3.2% range. He offers his outlook on PG&E Corp., the Northern California utility that owns Pacific Gas & Electric.

Focuses on the efforts of Linda Clayton, a business analyst at the U.S. Federal National Mortgage Association, to maintain a debt-free lifestyle. Factors that influence Clayton's perception of debt; Recommendations for Clayton with regard to her cash flow problems; Advice on increasing income for retirement.

Features the couple, Theodore Mathis Jr. and Darlene, and discusses how they were able to secure financing for their house. Results of the couple's consultation with Lyndall C. Medearis Jr., a financial advisor with AXA Advisors L.L.C.; Recommendations of Medearis to the couple.

Focuses on the investment strategies of New York City-based Paradigm Asset Management's portfolio manager Russell Ewing. Goal of identifying senior managers and their investment styles; Key traits of Ewing's portfolio; Ewing's selection of companies for investment.

Profiles Hamilton Lewis as a money manager. Lewis' life from Liberia to New York; Opinion on how companies should handle stocks; Lewis' interest on growth stocks. INSET: Wise words..

Presents tips on how to use a full-service or discount brokerage firm for investment clubs. Rate of services by full-service and discount brokers; Investment practice of Unity Investment Partnership; Tips in choosing a broker.

The article profiles Joe A. Gilbert, a portfolio manager at Integrity Asset Management, and presents three of his stock picks for 2012. According to the author, Gilbert understands what consumers buy, what they use to protect ourselves, and how they transport goods and people. Gilbert projects positive moves in Europe and in the U.S. employment and the housing market for 2010.

The author explains why she does not recommend commodities trading as an investment. She focuses on the volatility of commodities stocks that makes them high-risk investments despite the high returns during favorable conditions. She examines the advice of financial analysts to use commodities as a hedge against inflation and discusses investment strategies that help investors weather fluctuations in the stock market.

The article focuses on the current stock preferences of African-American money manager James N. Nelson III, as of January 2011. Discount warehouse retailer Costco is expected to post 12 to 13 percent earnings gains in the next three years due to its chain of 560 outlets and steady expansion. Nelson predicts that ResMed Inc., a manufacturer of products for treating sleep-disordered breathing and other respiratory diseases, will benefit from the estimated 45 million undiagnosed cases of sleep-disordered breathing around the world.

The article discusses various reports published within this issue including one on the most common estate planning inquiries women pose to financial gurus, one on U.S. professional Lori-Singleton Clarke who was disputed 15,000 U.S. dollars deduction in tuition fees, and one on the proper way of responding to a tax audit.

The article provides information on the different designations of financial advisers in the U.S. It includes a Certified Financial Planner (CFP), who is an expert in terms of estate planning and investments with three years of work experience. A Chartered Financial Analyst (CFA) is actually an investment adviser with at least three years of investment management experience. The roles of a Chartered Investment Counselor (CIC), a Chartered Financial Consultant (ChFC) and a Fee-Only Planner are also described.

Several letters to the editor are presented in response to articles in the previous issues including "How Do I Get an Online Radio Show" in the October 2009 issue, "Can Detroit Be Saved" in the November 2009, and about the advice from the money experts and tips on how to make better financial decisions.

The article focuses on actively managed funds, the financial stocks that investors in the U.S. may consider. Examples of financial stocks that suffered a dramatic decline include Citigroup and American International Group (AIG). Anton Schutz, manager of Burnham Financial Industries Fund, advises investors to invest through an actively managed fund. It outlines the advantages of investing in actively managed mutual funds. Schutz relates some of the actively managed funds he prefers, including People's United Financial and TFS Financial Corp.

This article offers tips that can help investors screen their financial advisers and avoid being victims of scams. It explains that high returns almost always means high risk. Investors should not mistake a smart appearance, smooth sales pitch or flawless manners for integrity. Before hiring an adviser, ask what licenses he or she has and double-check that information with the Financial Industry Regulatory Authority's broker database at www.finra.org/brokercheck. Investors should monitor your investments and ask probing questions.

This article explores the interest of investors in green mutual funds in the U.S. in 2009. It suggests that investors research a portfolio manager's philosophy and track record before joining a green fund. It reminds that some mutual fund managers opt for a less restrictive interpretation. It also stresses the importance of reviewing fund manager returns.

This article offers strategies for buying and selling stocks in the U.S. It suggests to attach concrete goals to investing in stocks. It notes that host financial planners steer clients away from investing in individual stocks. It also advises investors to buy shares in companies that they understand.

The article reports on the range of large- and mid-capitalization stocks recommended by Calvin H. Baker, managing director and senior portfolio manager at Brown Capital Management Inc. A former energy company chief executive officer and treasurer, Baker believes that energy prices will continue to trend upward over the next three to four years, leading the opportunities for investors.

The author offers pieces of advice on becoming a financial adviser. He notes that one key credential an aspiring financial adviser will want is to become a certified financial planner. On a more advanced level, there are additional examinations administered by the National Association of Securities Dealers that can qualify one to handle securities transactions. With respect to on-the-job training, at least two major firms have structured programs--Edward Jones Investments and Ameriprise Financial.

The article provides information on institutional investment management firm RASARA Strategies Inc. based in Briarcliff Manor, New York. President and CIO Raymond Stewart states that the company knows which bank stocks are the ideal investment for longer term. The firm generated 268% cumulative return compared to 110% for the Standard and Poor's 500 index from 1996 to 2006. It invests in small to mid-cap bank stocks that have low price-to-earnings ratio.

The article presents pieces of advice for a reader who wants to become a certified financial planner in the U.S. There are no shortcuts to a successful career, and so a four-year accredited college is suggested. The Certified Financial Planner Board of Standards has very specific requirements for certification. Beginning January 2007, candidates must have a bachelor's degree from an accredited U.S. school. Other criteria include work experience and ethics.

The article offers the stock picks of Piedmont Investment Advisors co-founder Dawn Alstoon Paige for an ideal diversified portfolio that reduces risks. Her first pick is Office Depot, a leading seller of office products. She also like Amgen Inc., a biotech company that produces medicines that target cancer, blood disorders and inflammatory diseases. One of her riskier picks is MEMC Electronic Materials, a supplier of silicon wafers.