2011 Newsletter

12-2011

• 401k Contributions and Tax Savings
• Investing: Where to Begin
• A Quick Guide to Lagging Economic Indicators
• Don’t Forget to Raise Your IRA Contribution

11-2011

• Chasing Performance
• Option Strategy Map
• TIPS to Inflation Proof Your Portfolio

10-2011

• Benefits of Diversification
• The Labyrinth of Financial Statements: The Cash-Flow Statement
• Social Insecurity
• Simple Steps for Late Savers

09-2011

• This is Bull
• Government Health-Care Spending: Medicaid
• Government Health-Care Spending: Medicare
• A Quick Guide to Home Equity Loans

08-2011 Mid-Month

• Gold Rush
• U.S. Debt Ceiling and the Credit Downgrade
• Monthly Market Commentary
• Retirement: The Next Generation

07-2011

• Bleak Picture
• More On Protection with Calls
• Take Advantage of Tax-Deferred Accounts

06-2011

• The Asset Allocation Puzzle
• Protection with Calls
• Simplifying Your Investment Strategy

05-2011

• The Rollover IRA, Taking It With You
• Dividends and Total Return
• The Importance of Rebalancing

04-2011

• 401k Contributions and Tax Savings
• Closed-End versus Open-End Funds
• The Labyrinth of Financial Statements: The Balance Sheet
• Retirement Income Sources

03-2011

• The New Tax Package and Your Portfolio
• Retirement Planning in Your 20’s and 30’s
• Compound and Compare
• Borrowing from Your Retirement

02-2011

• Four Steps to Debt Reduction
• The Ins and Outs of Long-Term Care Insurance
• The Two Rules of Options
• Bittersweet

01-2011

• The End of the Recession
• Types of College Financial Aid
• The Late-Start Guide to College Savings
• The Rollover IRA, Taking It With You