Jan 7, 2012 | Blog, Economics & Markets, Fiduciary, Investments, Uncategorized
2011 was full of challenges, including the continual financial crisis in Europe, the Arab Spring in the Middle East, natural disasters and political dissent in the United States. Markets don’t like uncertainty and thus a year of volatility across global financial...
Dec 28, 2011 | 401k, Blog, Estate Planning, Fiduciary, Financial Plan, Insurance, Investments, Long-Term Care, Retirement Planning, Self-Employed
For 2012, I’ve put together a checklist to help you take a deeper look at your financial picture, address a few important areas of financial planning, as well as provide you with some suggestions for the new year. The Basics ¨ Create a Financial Plan. By...
Sep 29, 2011 | 401k, Blog, Bonds, Economics & Markets, Fiduciary, Investments, Retirement Planning, Uncategorized, Wall Street Greed
LOBBYIST SHAFT US AGAIN First up, my most recent article for the Rockdale Weekly news titled “Beware Hidden Fees and Lower Standards Until Next Year” is about new 401k regulation to help improve transparency and accountability. Right after my article went to press,...
Aug 7, 2011 | Blog, Economics & Markets, Investments, Wall Street Greed
I like using idioms, especially when referring to idiots. We are coming off a week with market losses of seven and eight percent respectively on the S&P 500 and the NASDAQ. Then Standard and Poor’s downgrades our nations credit rating from AAA to AA+. Setting the...
Jun 27, 2011 | 401k, Blog, Investments, Retirement Planning, Self-Employed
A new regulation from the Department of Labor providing much needed fee transparency and accountability for 401k participants was to go into effect on July 16th, 2011, has been delayed until January 2012. The regulation is Section 408(b)(2), and it’s all about fees,...
