Please check out our quarterly IWM Market Analysis below:
4Q2011 IWM Market Analysis
January 30th, 20122012 Annual Limits and Key Data
January 5th, 2012College for Financial Planning publication of 2012 Annual Limits Relating to Financial Planning.
Unwelcome First Looms for Gross
December 22nd, 2011Wall Street Journal article by: Min Zeng
Pimco fund is set for first annual outflow. Pimco’s Total Return Fund has underperformed the market benchmark of 7.86% with a sheepish 3.79% return. Read Article (click here)…
Believe it or not, portfolio diversification has worked
December 13th, 2011Article written by: USA Today’s Matt Krantz
Diversification has turned into a dirty word with many investors saving for retirement.
It looks great on paper. Diversification is the hailed financial theory that says investors can reduce the ups and downs of their portfolio by sprinkling money all over the place in different types of investments, rather than plunking down everything on just household-name U.S. stocks. Read Full Article Here…
Finding an Adviser
December 13th, 2011A Wall Street Journal article outlining how to pick your first Financial Adviser.
By: Rachel Louise Ensign
Keeping Market Volatility in Perspective
November 30th, 2011When markets are volatile, sticking to a long-term investing strategy can be a challenge. To keep the ups and downs in perspective, it might help to look at past market cycles to see how recent market action compares.
Social Security and Medicare Figures for 2012
November 21st, 2011Linked below is an article explaining the Social Security and Medicare Figures for 2012.
IWM Planning News November 2011 Edition
November 10th, 2011In this issue:
• Why Does Europe Affect Your Portfolio
• Long-Term Care Planning Is Important for Women
• Factoring Health Care Costs into Retirement Planning
