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"Seasonal Musings"
Every month, Five Seasons produces an e-newsletter, "Seasonal Musings", which typically contains 2 or 3 articles covering a wide variety of financial planning and investment topics. We hope you find these back issues educational, informative and entertaining. If you'd like to receive future issues, please add your e-mail address in the box below.
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- May 2010 Newsletter
Topics: should you convert to a Roth?; improvements to the Utah 529; the bright side of the Euro crisis.
- March 2010 Newsletter
Topics: planning for higher taxes; the danger of chasing past performance; financial rules of thumb.
- December 2009 Newsletter
Topics: the fiduciary standard revisited; sources for objective financial advice; the outlook for bond fund returns; current mortgage rates.
- October 2009 Newsletter
Topics: Target-date funds revisited; pension payout options; defined benefit plans for small business owners; an NYU study on hedge fund compliance. - August 2009 Newsletter
Topics: target date funds; a review of financial advisor certifications. - June 2009 Newsletter
Topics: the importance of trust in the delivery of financial services. - May 2009 Newsletter
Topics: a review of stock market performance during the Great Depression; the importance of the fiduciary standard to financial consumers. - March 2009 Newsletter
Topics: academic advice on weathering the storm; signs of life in the economy; the importance of rebalancing. - January 2009 Newsletter
Topics: converting IRA's to Roths; lessons from the Madoff scandal; recent market developments. - December 2008 Newsletter
Topics: the relationship between the level of economic activity and stock market returns. - October 2008 Newsletter
Topics: the current attractive valuation of the stock and bond markets. - September 2008 Newsletter
Topics: changes in the tax treatment of real estate; positive developments in the 403(b) landscape. - June 2008 Newsletter
Topics: hidden 401(k) fees; predictions of a markat crash; a new IRS ruling on the "wash sale" rule. - April 2008 Newsletter
Topics: the tax drag of actively managed mutual funds; the benefits of portfolio rebalancing; a client in the news. - February 2008 Newsletter
Topics: the importance of investment time horizon; FSFP in the SL Tribune; changes to the capital gains tax laws. - December 2007 Newsletter
Topics: closed-end bond funds; changes to the "kiddie tax" law. - November 2007 Newsletter
Topics: recent developments in the municipal bond market; year-end tax tips. - October 2007 Newsletter
Topics: well-designed annuities; third-quarter equity returns; the perils of financial sensationalism. - September 2007 Newsletter
Topics: the role of annuities in a retirement portfolio; how to unclutter your lives. - August 2007 Newsletter
Topics: the role of Treasury Bonds in a diversified portfolio; becoming a CFA charterholder; Five Seasons in the news. - July 2007 Newsletter
Topics: the Fiduciary Standard of RIAs; the re-emergence of large-cap tech stocks. - June 2007 Newsletter
Topics: the "Yield Bubble". - May 2007 Newsletter
Topics: Tax-Efficient Stock Investing; The Demise of Fee-Based Broker Accounts; How to Find Honest Investment Advice. - April 2007 Newsletter
Topics: Roth 401(k) Contributions; The Demise of the "Merrill Lynch" Rule; Media Attention for Five Seasons. - March 2007 Newsletter
Topics: ABC's of Roth 401(k)'s; Directly Depositing Tax Refunds. - February 2007 Newsletter
Topics: Investing Without Emotion; College Funding With an Open Mind. - January 2007 Newsletter
Topics: Helping You Save for College; Working With an Investment Professional. - December 2006 Newsletter
Topics: Growth vs. Value Stocks; Recent Changes in the Tax Code - November 2006 Newsletter
Topics: Utah's 529 plan; Fee-Only vs. fee-based advice. - October 2006 Newsletter
Topics: Third quarter stock market review; Investment outlook. - September 2006 Newsletter
Topics: Pension plans; Real estate markets; 529 plans.
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©2010 Five Seasons Financial Planning. All rights reserved.
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