Broker Check

2012 Newsletter

12-2012

    • Investing Your Year-End Bonus
    • Five Year-End Tax Tips
    • The Ins and Outs of the 5-Year Rule for Roth IRAs
    • Poverty Trends in Retirement

11-2012

      • Why You Need a Financial Advisor
      • Evaluating a Mutual Fund Prospectus
      • The Best Investments for Your IRA
      • Recent Bond Performance Explained

    10-2012

        • Politics and Investment Performance
        • Retirement Investing Q&A
        • Risk Calibration for Retiree Portfolios
        • The Politics of Oil

      *Request for Life Insurance Proposal

      09-2012

        • The Flavors of Investing
        • Know Your Own Inflation Rate
        • Should You Refinance Your Mortage
        • The Art of Asset Location

        08-2012

          • Retirement Income Sources
          • Mixed Income
          • How to Read a Prospectus
          • Find the Right Stock/Bond Mix for College Savings

          07-2012

            • The Cost of Taking a Cash Distribution
            • How to Cope with Financial Anxiety
            • Three-Step Checklist for Turbulent Markets
            • Wealth by Numbers

            06-2012

              • The Cost of Taking a Cash Distribution
              • Takeaways for Retirees from the Recent Market Drop
              • Income Gap
              • The Personal Saving Rate

              05-2012

                • Wealth by Numbers
                • Dividends and Taxes: Dos and Don’ts
                • Three-Step Checklist for Turbulent Markets
                • Take Advantage of Tax-Deferred Accounts

                04-2012

                  • Simple Steps for Late Savers
                  • Making the Most of Your 401(k)
                  • Social Insecurity
                  • The Importance of Staying Invested

                  03-2012

                    • Retirees: Inflation Protection for Retirement Portfolios
                    • Making the Most of Your 401(k)
                    • Assessing Risk
                    • Bond Basics

                    02-2012

                      • Bond Basics
                      • Municipal Bonds and Tax-Equivalent Yields
                      • What Is a Credit Score?
                      • Don’t Forget to Raise Your IRA Contribution

                      01-2012

                        • Short-Term Focus: Coping with Near-Term Fluctuations
                        • Options: Not Just for Speculators
                        • Tax-friendly States for Retirees