Articles

"Time to Quit Your Old 401(k)s?" 20100802 WSJ

There are many things to consider when changing employment. One decision is if you should leave retirement funds with your old employer's plan or move them to the new employer's plan or an IRA. This article discusses some of the things to consider when making this decision.

"Another Can't - Miss Deal That Can Miss" 20100723 WSJ

Some guaranted high yield investments are unsuitable for most investors.

"Tips to tame junk mail avalanche" CT 20100718

You can take steps to mange your junk mail.

"ETFs carry risks like other vehicles" 20100718 CT

The use of ETFs (Exchange Traded Funds) by investors is increasing. This article discusses some of the factors to consider when deciding if ETFs fit in a specific portfolio. It also points out areas to weigh when determining if a particular ETF will benefit your portfolio.

"Congress Overhauls Your Portfolio" 20100717 WSJ

This is a summary highlighting some changes that impact: Mutual Funds, Retirement Plans, Hedge Funds and other private investments, Individual stocks, Derivatives, and Brokerage accounts.

"Head for the Hills? No Way, He Says"20100715 NYT Jeremy J. Siegel is optimistic about the stock market.

"Get Ready for a Cataclysmic Market Crash! (Or Maybe Not) 20100710 WSJ

This article includes the following phrases (among others): "cataclysmic bear market"; "monstrous decline"; "complete retracement"; "highly unusual"; "fall by punishing amount"; "nothing is impossible".

"Ways to Protect Your Portfolio From Market Volatility" 20100708 NYT

Periods of market volatility or often not the time to get out of the market. It may be the time to improve your portfolio.

"Don't keep money secrets from financial advisers" 20100707 MW

This article highlights the need for complete information to make the best financial decisions. It also illustrates why a financial planner should listen to their client, ask questions and put the clients’ interest first.

"I Love You, You're Perfect, Now Sign Here" 20100703 WSJ

This article discusses why baby boomers are increasingly turning to prenuptial agreements. The article provides some pointers to preparing the agreements.

"Five Rules for Inherited IRA's" 20100628 F

This Forbes article covers some IRA rules. Failure to follow these rules may result in a loss to your beneficiaries.

"Just How Lucky is Your Mutual Fund Manger" 20100624 USNWR

A recent study by Eugene Fama and Kenneth French finds luck seems to have more to do with fund mangers performance than ability.

"So That's Why Investors Can't Think for Themselves" 20100619 WSJ

A recent study may help explain why market sentiment could change so quickly. Going with the crowd often gives pleasure.

"Why You Shouldn't Convert to a Roth IRA" 20100614 WSJ

This article, unlike most articles, gives reasons for not converting to a Roth IRA.

"How the New Wealth Taxes Will Hit You" 20100612 WSJ

"The Future of Our Illusions" ("The Invisible Gorilla") 20100611 WSJ

"Health Spending vs. Results" 20100605 NYT

"This Flight to Safety Wasn't Supposed to Happen" 20100606 NYT