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Avoiding Money Death – A New Option for Your Nest Egg

March 30th, 2012

The 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

 

IWM Planning News November 2011 Edition

November 10th, 2011

In this issue:
• Why Does Europe Affect Your Portfolio
• Long-Term Care Planning Is Important for Women
• Factoring Health Care Costs into Retirement Planning

IWM Planning News November 2011 Edition (click here)

IWM Planning News September 2011 Edition

September 30th, 2011

In this issue:

  • The Spousal IRA Rule
  • All about Indices
  • A/B and A/B/C Trusts?

IWM Planning News September 2011 Edition here…

2Q2011 IWM Market Analysis Quarterly

September 6th, 2011

2Q2011 IWM Market Analysis Quarterly ( Click Here)

2Q2011 IWM Investment Insights Quarterly Newsletter

September 6th, 2011

2Q2011 IWM Investment Insights Quarterly Newsletter ( Click Here)

Money Funds Dial Down Risk

July 28th, 2011

WSJ.com Article written by Mary Pilon and Liz Rappaport

As European and American policy makers scramble to avert debt crises, money-market mutual funds are reducing risk and boosting their cash holdings in an effort to prepare for a wave of investor redemption’s. Read Full Article…

Structured products ‘absurdly destructive’ for retail investors: Report

June 10th, 2011

Article written by: Liz Skinner

Structured notes and other derivatives products have been marketed by Wall Street as safe and secure investments. Of course, there’s safe and then there’s safe. Retail investors of all stripes have lost at least $113 billion by purchasing these purportedly safe instruments, according to a new study conducted by the nonpartisan policy center Demos and The Nation Institute, a media think tank. Read More Here…

Want To Retire Wealthier? Start by Scanning Your Photo – WSJ.com

March 30th, 2011

Read Wall Street Journal Article here…

4Q2010 Quarterly Market Analysis

February 23rd, 2011

IWM 4Q2010 Market Analysis

Market Forecasts – Take with a Grain of Salt

January 18th, 2011

“We’ve long felt that the only value of stock forecasters is to make fortune tellers look good” .  Warren Buffet

 The following links will take you to three recent articles (2 from the Wall Street Journal and 1 from the New York Times) warning against putting too much value in all the stock market forecasts that are made at this time of year.  As the Nobel Prize winning economist Paul A. Samuelson said “The stock market has forecast nine of the last five recessions”.

 Why You Shouldn’t Trust Wall Street’s Top Stocks for 2011

http://online.wsj.com/article/SB10001424052748703808704576062033926741952.html?mod=WSJ_PersonalFinance_PF14

 Making Sense of Market Forecasts

http://online.wsj.com/article/SB10001424052748703675904576064320900295678.html?mod=WSJ_PersonalFinance_PF2

 Market Predictions, With Many Grains of Salt

http://www.nytimes.com/2011/01/09/your-money/09stra.html?ref=your-money

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