Broker Check

2014 Newsletter

12-2014

  • Inflation Can Vary by Category
  • Avoid These Mistakes With Your IRA, Part 1
  • Avoid These Mistakes With Your IRA, Part 2
  • Retirement Distribution Pitfalls: Not Reinvesting RMDs You Don' Need

11-2014

    • How Saying Too Much in Your 401 (k) Could Cost You
    • Employment Continues to Grow at a Slow, Steady Pace
    • Target-Date Pros and Cons
    • Retirement Distribution Pitfalls: Not Accounting for Market Fluctuations

    10-2014

      • Floating-Rate Options When Interest Rates Rise 
      • Concerned About Longevity? Three Mistakes to Avoid 
      • Investing in Commodities
      • The Rising Cost of Not Going to College

      09-2014

        • Consumption Remains Slow, But Stable as Income Fluctuates
        • Concerned About Longevity? Three Mistakes to Avoid
        • A Simple Plan
        • The Rising Cost of Not Going to College

        08-2014

          • Floating-Rate Options When Interest Rates Rise
          • How to Widow-Proof ( or Widower-Proof ) Your Portfolio
          • Do You Have a Plan for Your Digital ''?
          • Inflation rate and Typical Spread Suggest Higher Interest Rates Ahead

          07-2014

            • Inflation Rate and Typical Suggest Higher Rates Ahead
            • A Simple Plan
            • Fight or Flight?
            • Inflation, Not Rising Rates, Biggest Bond Threat in the Long Term

            06-2014

              • Investors May '' to Look Elsewhere for Yield
              • Maxing Out a 401(k) ...or Not?
              • Investing in Real Estate
              • Financial Aid for College A Few Tips

              05-2014

                • Investors May '' to Look Elsewhere for Yield
                • Five Reasons to Let a Sleeping 401(k) Lie
                • Find the Right IRA in Three Easy Steps
                • Tune Out the Noise

                04-2014

                  • Quick Facts: Retirement
                  • Tips for Preparing Your Taxes
                  • Find the Right IRA in Three Easy Steps
                  • Dividend Income: Not So Fixed

                  03-2014

                    • Fed Policy, Inflation and Interest-Rate Risk 
                    • Five Estate-Planning Tasks That You Shouldn' Put Off 
                    • Tips for Preparing Your Taxes
                    • Simple Steps for Late Savers

                    02-2014

                      • Short-Term Focus: Coping with Near-Term Fluctuations
                      • Misconceptions About Backdoor Roth IRA Conversions
                      • ETFs Versus Actively Managed Funds 
                      • History of Interest Rates 

                      01-2014

                        • History of Interest Rates
                        • Dispelling Myths about 529 Plans
                        • Misconceptions About Backdoor Roth IRA Conversions
                        • Year-End Portfolio Review: Rebalancing