Broker Check

2015 Newsletter

12-2015

  • What Investors Can Be Thankful About
  • How Gen Xers Can Get Their Retirement Saving Back on Track
  • Why DIY Investment management Is Such a Risk

11-2015

    • Modest Slowdown in Overall Employment Growth
    • Four Tips for the RMD Season
    • Fixed-Income Investors: Face the Facts
    • Existing Home Sales Remain Strong

    10-2015

      • The Fed Kicks the Can Down the Road
      • How Will Bond Funds React to Rising Rates?
      • Investors Are Driving Expense Ratios Down
      • A Few Simple Tips for Fund Investing

      09-2015

        • Inflation and Hourly Wage Growth
        • The Impact of Foreign-Currency Movements on Equity Portfolios
        • Four Strategies For A Low Return Environment
        • A Changing of the Guard for Auto

        08-2015

          • Aging Millennials Should Drive Up Single-Family Home Sales
          • Four Retirement-Portfolio Withdrawal Mistakes to Avoid
          • How Much Foreign Stock and Bond Exposure Do You Need?
          • Housing Construction in Good Shape

          07-2015

            • Aging Millennials Should Drive Up Single-Family Home Sales
            • How Much Foreign Stock and Bond Exposure Do You Need?
            • In-Retirement Withdrawal Strategies
            • Employment Growth Remarkably Strong in May, Wages Push Higher
            • Home Prices on the Rise Amid Low Inventory Levels and High Demand
            • I Bonds Versus TIPS, Part 1
            • I Bonds Versus TIPS,, Part 2
            • Not All Index Funds Are the Same

            06-2015

            • Home Prices on the Rise Amid Low Inventory Levels and High Demand
            • I Bonds Versus TIPS, Part 1
            • I Bonds Versus TIPS,, Part 2
            • Not All Index Funds Are the Same

            05-2015

              • Not All Index Funds Are The Same
              • The Many Faces of Risk, Part 1
              • The Many Faces of Risk, Part 2
              • Options to Invest Cash

              04-2015

                • Options to Invest Cash
                • The Many Faces of Risk, Part 1
                • The Many Faces of Risk, Part 2
                • Retirement Distribution Pitfalls: Variability in Withdrawals

                03-2015

                  • Retirement Distribution Pitfalls: Tax Consequences
                  • Success Factors for Retirement, Part 1
                  • Success Factors for Retirement, Part 1
                  • These Five Stocks Are In The Nasdaq Driver’s Seat
                  • Why Cheap Fund Shares May Not Be A Bargain
                  • Target-Date Pros and Cons
                  • Home Price Growth Returning To A More Sustainable Rate

                  02-2015

                    • Annual Asset Flows
                    • Dollar-Cost Averaging: It' Not Just for Stocks
                    • Why Cheap Fund Shares May Not Be a Bargain
                    • Home Price Growth Returning to a More Sustainable Rate

                    01-2015

                    • One of Yellen' Favorite Metrics '' Ahead
                    • Could Rising Interest Rates Hurt your 529? (Part 1)
                    • Could Rising Interest Rates Hurt your 529? (Part 2)
                    • 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