Archived What's New

September 5, 2007 Under News, Views, FAQ's - Our Views called “The recent market volatility presents rebalancing opportunities.” This article reviews the recent market volatility and talks about opportunities the volatility presents.

August 21, 2007- The Third Quarter Newsletter is online.

August 21, 2007- New Article- Under News, Views, FAQ's - Financial Briefs called “Tax Law Now Allows Those Inheriting Retirement Plan Assets To Retain Tax Deferral Much Longer ". This article examines the different options to consider for your inheriting retirement plans. The article called “Avoiding Mistakes On IRA Rollovers” is taken down. Please email us if you would like this article.

May 1, 2007- The Second Quarter Newsletter is online.

Mar 13, 2007 Under News, Views, FAQ's - Our Views called “Are you ready for the next life event?” This article gives suggestions on how to prepare for a large financial emergency.

Mar 13, 2007 - New Article- Under News, Views, FAQ's - Financial Briefs called “Avoiding Mistakes On IRA Rollovers". This article examines the different options to consider for your rollovers. The article called “Is Your Business Integrated With Your Personal Finances?” is taken down.

Jan 31, 2007- The First Quarter Newsletter is online.

Jan 22, 2007- Total Website Update- We updated the text on our website and totally redisigned our site.

Jan 10, 2007- New Web Page-called “News, Views, FAQ's”. The web page combines client newsletter, client update (now called Our Views), financial briefs and FAQ's into one page.

Dec 12, 2006- New Article- Under Client Update called “Max out your 401(k) in December”. This article summarizes a way to maximize your 401(k) contribution for 2006.

Dec 5, 2006- New Article- Under Financial Briefs called “Is Your Business Integrated With Your Personal Finances?”. This article examines the different options to consider for your business. The article called “Reality Blindsides Many Retirement Plans” is taken down.

Nov 13, 2006- New Button- Client Newsletter-Our client newsletter is now posted on the website.

Nov 2, 2006- Updated the retirement plan limits- Under FAQ's. The limits are updated per the IRS new release. The significant changes are in the 401(k), Simple, SEP, Owner(k) for 2007.

Oct 9, 2006- New Article- Under Financial Briefs called “Reality Blindsides Many Retirement Plans”. This article examines the effect of life changing events on your retirement plan. The article called “Which Home Remodeling Projects Pay Off Best? Don’t Call A Contractor Until You Know The Score” is taken down.

Oct 3, 2006- New Article- Under Client Update called “Housing Price Index Numbers Analyzed”. This article analyzes the latest housing numbers.

June 2, 2006- New Article- Under Client Update called “How do you turn a 10% raise over 5 years to a doubling of the amount you put in your retirement plan?” This article shows investors a painless way to increase they defer into their retirement plan.

June 2, 2006- New Article- Under Financial Briefs called “Which Home Remodeling Projects Pay Off Best? Don’t Call A Contractor Until You Know The Score”. This article examines the value of some remodeling projects. The article called “Don’t Ask, Don’t Tell—A Look At The Merrill Lynch Rule” is taken down.

January 23, 2006 – New Article- Under Client Update called “Market Review- A Learning Opportunity”. This are reviews the markets around the world and explains what total return includes.

January 23, 2006 – New Article- Under Financial Briefs called “Don’t Ask, Don’t Tell—A Look At The Merrill Lynch Rule”. This article examines controversial topic regarding the difference between investment advisors and brokers. Article called “Four years after 9/11 Optimism Persists” is taken down.

November 14, 2005- New Article-Under Client Update called "Individual Stocks are Risky". The article is a statistical analysis of individual stocks and options as compared to a diversified portfolio.

November 14, 2005 New Article-Under Financial Briefs called "Four Years After 9/11 And Optimism Persists". The old article called “Should You Pay Off Your Mortgage Early" was taken down, please email us if you want a copy.

November 4, 2005 Robert Pyle attended the two day Dimensional Funds Financial Advisor College in Santa Monica, California. During the conference many speakers talked about different topics. Ken French was the first speaker and he discussed the amount of inefficiency in different financial markets. Eduardo Repetto talked about the problems with indexing. Eugene Fama Jr. spoke about the evolution to applied core equity. James Davis spoke about multifactor models and asset allocation over long time frames. David Plecha gave a great analysis of the difference between cash flow and income during retirement. Truman Clark spoke about how to make portfolios more tax efficient using asset location strategies. Phil Tobin talked about donor advised funds. Robert Dintzner spoke about the new technology available for financial advisors. Weston Wellington demystified the current popular trends in the financial press. Eugene Fama gave a very interesting talk about his life in finance. Finally, David Booth spoke about the future of Dimensional funds.

August 26, 2005 - New Article- Under Client Update called “It Is All Relative: A Comparison of Gas Prices, U.S. Real Estate, S&P 500 & World Markets”. This article was written before Hurricane Katrina. The goal of the article is to get people to think about things over the right time frame. Even with the jump in gas the last week or so, gas prices have barely kept up with inflation over the last 24 years. This doesn’t even take into account the increase in fuel efficiency over the last 24 years. Regarding real estate, we just wanted to compare the returns to other asset classes over different time frames. Finally, we looked at the performance of various mutual funds over two very different time frames.

July 26, 2005 – New Article- Under Financial Briefs called “Should You Pay Off Your Mortgage Early? The Answer Will Depend On A Few Key Factors”

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Archived What's New

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