Insights

7/31/13 9:05 AM – US Growth Stronger Than Expected

At the end of 2012 the economy slowed to roughly 1% growth and came in about the same for the 1Q of 2013. The forecast for 2Q was about the same. Instead US GDP growth came in at 1.7% as reported today, which is a pleasant surprise. That's still pretty slow growth but...

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7/29/13 – 4:38 PM – Roth IRA Strategies

While I was out West last week to see clients in NM, CO, and WY, (I love that part of the country) I was asked if contributions to a SIMPLE retirement plan reduce the amount one can contribute to either a traditional IRA or Roth IRA. The answer is that it does not....

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7/12/13 9:27 AM – Why Use a Fee-Only Adviser?

Someone recently asked me the difference between working with a traditional stockbroker and a fee-only RIA (registered investment adviser). Well, I do have a web page at left devoted to this but let me cover it here a little differently. 1) Independence - An RIA is...

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6/27/13 1:42 PM – Markets Continue To Bounce Back

Stocks are up again today, the 3rd day in a row after US stocks they fell roughly 5% in response to the Fed announcement last week. So far they have gained back half of the drop. Bonds are also up again today, though their selloff began in late April. They had also...

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