- September 2014 Newsletter
Topics: factors to consider in the retirement plan account-to-Rollover IRA decision.
- July 2014 Newsletter
Topics: a primer on "longevity insurance" and a discussion of the Treasury's recent ruling allowing it in retirement accounts; Wall Street's opposition to the fiduciary standard in financial advice.
- May 2014 Newsletter
Topics: a review of the year to date in financial markets; financial advisors misrepresenting themselves as "Fee-Only".
- April 2014 Newsletter
Topics: ways to maximize IRA contributions; how financial advisors can add value.
- February 2014 Newsletter
Topics: a summary of 2013 tax hikes; ways to reduce your tax bill; Health Savings Accounts (HSA's); 457 plans.
- January 2014 Newsletter
Topics: the current state of corporate and public pension plans; investment opportunities in the municipal bond market.
- October 2013 Newsletter
Topics: how and why to seek out a "Fee-Only" financial advisor; Social Security cost-of-living adjustments.
- September 2013 Newsletter
Topics: closed-end mutual funds; the sexiness of saving; the difference between investment advisors and brokers.
- July 2013 Newsletter
Topics: a review of financial markets in the second quarter; avoiding traps in the bond markets.
- June 2013 Newsletter
Topics: ways to minimize college expenses; surprising facts about tuition costs.
- April 2013 Newsletter
Topics: portfolio rebalancing in the current market environment (Part 2); strategies for putting money to work.
- February 2013 Newsletter
Topics: portfolio rebalancing in the current market environment (Part 1).
- November 2012 Newsletter
Topics: the "Fiscal Cliff"; tax law changes for 2013.
- October 2012 Newsletter
Topics: the sorry state of the investment advisory profession; alternative investments.
- June 2012 Newsletter
Topics: perspective on recent developments in the financial markets.
- April 2012 Newsletter
Topics: research condemning commission-based investment advice; the poor performance of actively-managed mutual funds.
- November 2011 Newsletter
Topics: maintaining your investment perspective; an Ameriprise irony.
- August 2011 Newsletter
Topic: our response to the recent market downdraft.
- July 2011 Newsletter
Topic: the debt ceiling negotiations.
- April 2011 Newsletter
Topics: tax-free exchanges from annuiites to long-term care insurance; the role of bonds in this market environment.
- February 2011 Newsletter
Topics: the recent divergence in asset class returns; when to file for Social Security; the benefits of Health Savings Accounts.
- October 2010 Newsletter
Topics: debt management; conversions to Roth retirement plan accounts; the benefits of integrated financial planning.
- August 2010 Newsletter
Topics: tips for mortgage refinancing; the fight for a fiduciary standard for financial advisors.
- 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.