Feb 10, 2010 Under News, Views, FAQ's - Our Views called “Top behavioral finance biases and how to overcome them to become a successful investor”. This article reviews behavioral biases of investors.
Feb 10, 2010 Our Financial Briefs section Under News, Views, FAQ’s tab has 8 new articles. You can click on more articles after clicking on Financial Briefs. The articles are as follows:
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Splitting Up Your Roth IRA Conversions
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IRS Report Pinpoints Key Tax Trends
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Convert Your 401(k) To A Roth In One Step
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When To Take Social Security Is An Important Decision
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We've Faced And Overcome Tough Times Before
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You Should Find A New Home For An Orphan 401(k)
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Confidence In Your Retirement Prospects Requires Planning
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If Retirement Looms, A DBP Can Help
Jan 22, 2010 We have added our most recent newsletters.
Jan 22, 2010 Under News, Views, FAQ's - Our Views called “Special Opportunity in 2010 to convert your IRA or tax deferred account to a Roth IRA”. This article reviews things you should consider before converting your IRA to a Roth IRA.
Dec 11, 2009 We have added our most recent newsletter.
Dec 10, 2009 Our Financial Briefs section Under News, Views, FAQ’s tab has 8 new articles. You can click on more articles after clicking on Financial Briefs. The articles are as follows:
2. If Retirement Looms, A DBP Can Help
3. Rule Change Helps Non-Spouse Rollovers
4. Adjusting To The New Reality About Your Retirement
5. Four Steps Not To Take Right Now
6. A Charitable Trust To Pay Grandkids’ Tuition
7. False Sense Of Security For Online Banking
Dec 10, 2009 Our Financial Briefs section Under News, Views, FAQ’s tab the FAQ's tab was updated to reflect the retirement plan limits for 2009 & 2010.
December 10, 2009 Under News, Views, FAQ's - Our Views called “Reduce Your Risk by Diversifying Away From Your Company Stock”. This article reviews how reduce your risk.
October 15, 2009 Under News, Views, FAQ's - Our Views called “Rebalancing Works”. This article reviews how rebalancing worked over the past two years.
October 15, 2009 We have added our most recent newsletter.
August 14, 2009 Our Financial Briefs section Under News, Views, FAQ’s tab has 8 new articles. You can click on more articles after clicking on Financial Briefs. The articles are as follows:
- Red Flags Raised By Madoff’s Scheme
- CBO Report: Tax Rates Must Rise 90 Percent
- You Could Buy A Dream, Or Do Real Financial Planning
- If You're Still Scared Of Stocks, Think About This
- Bernie Madoff Is The Exception, Not The General Rule
- Four Charitable Tax Breaks For Businesses
- Rules Tightened On Indexed Annuities
- Safekeeping Key Estate Planning Documents
August 14, 2009 We have added two new newsletters.
June 24, 2009 We have added our most recent newsletter.
May 8, 2009 Our Financial Briefs section Under News, Views, FAQ’s tab has 8 new articles. You can click on more articles after clicking on Financial Briefs. The articles are as follows:
- Financial Plans Are Meant To Be Revised
- A Better Estate Plan For Business Owners
- Seven Ideas For Frightened Retirees
- Not Having A Plan Is A Costly Mistake
- The Tax Rules Of Buying Or Selling A Home
- New Law Suspends RMDs For Just One Year
- The Climate Is Right To Set Up A GRAT
- The Cost Of Being Late For A Bear Market Rebound
Apr 3, 2009 We have added our most recent newsletter.
Apr 3, 2009 Our Financial Briefs section Under News, Views, FAQ’s tab has 8 new articles. You can click on more articles after clicking on Financial Briefs. The articles are as follows:
Feb 22, 2009 Our Financial Briefs section Under News, Views, FAQ’s tab has 9 new articles. You can click on more articles after clicking on Financial Briefs. The articles are as follows:
1) Lessons From The Wall Street Giants' Fall
2) Managing Cash Flow In Tight Times
3) Year-End Tax Planning: Strictly Business
4) In A Recession, Keep An Eye On Small-Cap Stocks
5) Future Shock Of Retirement Is Misunderstood
6) Do The Math Before Refinancing Your Home
7) The Roth 401(k)—Is It Right For You?
8) A Defined Benefit Plan Lets You Sock Away Large Amounts If You Can Overcome Some Obstacles
9) Making The Best Of A Bad Time For The Economy
Feb 22, 2009 We have added our most recent newsletters.
Dec 10, 2008 Our Financial Briefs section under News, Views, FAQ’s tab we have added a new client newsletter: DAMI-Eye on Money Jan-Feb 09.
Nov 18, 2008 We have added Our Favorite Weather Website link under the Web Resources tab.
Nov 18, 2008 We have added a new article titled "Do Not Forget the Basisc and Other General Comments" under News, Views, FAQ’s - on the Views tab.
Nov 5, 2008 We have added our most recent newsletters.
Nov 5, 2008 Our Financial Briefs section Under News, Views, FAQ’s tab has 8 new articles. You can click on more articles after clicking on Financial Briefs.
Nov 5, 2008 Who We Are section added Jessica's bio and picture.
Nov 5, 2008 Our Financial Briefs section Under News, Views, FAQ’s tab the FAQ's tab was updated to reflect the retirement plan limits for 2008 & 2009.
Aug 15, 2008 -New Links-Publications. We have added a publications page that has links to request our new white papers "The Informed Investor-Five Key Concepts For Financial Success" and "The Challenge and Promise of Wealth Management". In addition, we have a link to request a reprint of an article called "Ten tips for surviving volatile stock market" that appeared in the May 23-June 5, 2008 issue of the Boulder County Business Report.
Aug 15, 2008 Under News, Views, FAQ's - Our Views called “Q&A: Consider Making an Estate Check-Up a Multi-Generational Family Matter”. This article reviews the issues to consider in multigenerational in estate planning.
Aug 15, 2008 We have added our most recent newsletters.
Aug 15, 2008 Our Financial Briefs section Under New, Views, FAQ’s tab has 4 new articles and 8 total. You can click on more articles after clicking on Financial Briefs.
June 24, 2008 Our Financial Briefs section Under New, Views, FAQ’s tab now has 8 articles. You can click on more articles after clicking on Financial Briefs
June 24, 2008 -New Links
We have added a link to www.mystockoptions.com under the reference section of Web Resources. This is a great site for understanding your company stock options. We have access to this site for our clients.
We have added a link to the Running Film Festival - www.runningfilmfestival.com under the sports section of Web Resources. Check out the film called "Indulgence" about Anton Krupicka who won the Leadville 100 race in 2006 & 2007 (the guy who passed us while we were driving after he had run up and down Pike's Peak)