Please see IWM’s Market and Economic Summary for 1Q2012 by (Clicking Here)…
New Lawsuits Over Self-Directed IRA’s
April 18th, 2012A wave of blowups in do-it-yourself individual retirement accounts has prompted some investors to go after firms that handle the paperwork.
Two custodians of self-directed IRAs were sued in U.S. District Court in Los Angeles on Monday by three investors who allege that the companies knew the investors’ money had been stolen by scam artists yet sent them reports showing their nest eggs to be intact.
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Written by: Kelly Greene
Published by: The Wall Street Journal Online
The Best New Credit Cards of 2012
April 18th, 2012This article outlines Credit Cards that provide consumers the best options for 2012.
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Published by: SmartMoney.com
Written by: Annamaria Androitis
Avoiding Money Death – A New Option for Your Nest Egg
March 30th, 2012The good news is Americans are living longer. But the worry for many retirees is that they’ll outlive their savings.
The average life expectancy for men in the U.S. now reaches 83 years old — and women are living to age 86. Living 20 years or more beyond the traditional retirement age may call for some non-traditional investment moves. Read full Article (Click Here)…
Written By: Sharon Epperson of www.cnbc.com
Testing the 4%-a-Year Retirement Rule
March 5th, 2012The adviser who coined this rule of thumb for withdrawals is watching how it holds up in tough markets.
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Article written by: Shefali Anand
Bad News for Boomers
March 5th, 2012If you’re a baby boomer, you’ve got a big problem when it comes to the investment returns you can expect in retirement: It’s the sheer number of other boomers who are also getting ready to leave the workplace and rely on their portfolios to help pay the bills.
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Article written by: Karen Damato
Pay off debt first or contribute to 401(k)?
March 5th, 2012A good Q&A with NAPFA- Registered Financial Adviser Bobbie Munroe
IRAs Get Sexier
March 5th, 2012A WSJ.com article written by Laura Saunders explaining that IRA’s appeal to a growing number of people.
Main Street’s $100 Billion Stock-Market Blunder
February 28th, 2012The market may be back to pre-crisis levels, but many regular investors have missed out.
Written By: Brett Arends


