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MARKETS are ALWAYS in flux

You can't make a rational decision about your financial future based on fear of the past.

Industry Insights Index

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June 12, 2017
Market Commentary - June 12, 2017

Stock market historians may dub 2017 the Xanax year. Traditional historians will probably choose a different moniker. Stock markets in many advanced economies have been unusually calm during 2017, reported Schwab’s Jeffrey Kleintop in a May 15, 2017 commentary. The CBOE Volatility Index, a.k.a. the Fear Gauge, which measures how volatile investors believe the S&P […]

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June 9, 2017
It's Time to Talk About Aging

We are all, inexorably, marching toward old age. By 2030, 72 million Americans will be age 65 or older.1 The good news is longevity has been improving, and people are remaining healthy and vibrant at older ages. The bad news is cultural perceptions of ‘old’ people have not kept pace. A 2016 analysis by the […]

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June 6, 2017
Market Commentary - June 5, 2017

The bull market in U.S. stocks is getting really old! In fact, this bull has been charging, standing, or sitting for more than eight years. In April, it became the second longest bull market in American history, according to CNN Money. There are some good reasons the stock market in the United States has continued […]

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June 2, 2017
IRAs - Six Options for Retirement Plan Funds

Leaving an employer? Six Options for Retirement Plan Funds Accepting a new job or transitioning into retirement can be both exciting and overwhelming. Figuring out how to handle your current employer’s retirement plan funds may not be at the top of your priority list, but with several options to consider, it’s crucial that you take […]

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May 26, 2017
The Power of NUA in Numbers

You may have heard of the Net Unrealized Appreciation tax break, but it’s important to fully understand the impact it can have on your taxes. If you own company stock in your employer-sponsored retirement plan and you’re looking to roll it over to an IRA, this tax break can create significant savings. However, rather than […]

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May 19, 2017
The Spousal IRA Beneficiary Decision Tree

Deciding how to handle your inherited IRA once your spouse passes can be a daunting task, especially during an emotional time of loss. With three different options available, how do you know which one best fits you and your financial situation? Your age and that of your spouse typically plays the largest role in making […]

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May 12, 2017
Exceptions to the 10% Early Distribution Penalty

Do you need to withdraw funds from your IRA or company plan, but you’re not yet eligible to do so? Even though most investors are required to wait until they reach age 59½, there are some special circumstances that can allow you to access your funds while still avoiding the 10% early distribution penalty. While […]

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May 5, 2017
Using a Tax Refund to Fund an IRA in 5 Easy Steps

If you’ve recently received a tax refund, you may be looking for the best way to invest your money. What if you could utilize an option that is both convenient and helps fund your future? April 18 is not just the tax-filing deadline, but it’s also the IRA-funding deadline, and if you haven’t yet maxed […]

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April 28, 2017
Estate Planning: How Inherited IRA Trusts Work

Are you thinking of naming a trust as your IRA beneficiary? You might want to reconsider making this move, unless you’re doing it for the right reasons. While naming a trust as your IRA beneficiary can add protections and provisions for how your hard-earned money is used, it can also make things more complicated and […]

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