Monthly Archives: November 2009
Emerging markets; Overheated or room to run?
With some emerging markets funds posting better than 100% gains year-to-date, it’s easy to think that this typically volatile market segment has gone too far too fast and is due for a significant correction. While a pullback wouldn’t be surprising, Milton … Continue reading
Roth Conversion; Unprecedented Opportunity
Gary’s latest monthly column in The News Tribune was published Nov. 6. Roth conversion makes sense if you meet right criteria Click on the thumbnail image to read the article This is an exceptional opportunity to potentially save thousands of … Continue reading
Long-Term Care – Important Part of Your Plan
November is National Long-Term Care Awareness Month. Even the U.S. Congress has urged “the people of the United States to recognize an opportunity to learn more about the potential risks and costs … and the options available.” As professionals committed … Continue reading
What Type of Investor Are You?
To determine a suitable investment strategy, financial advisors have historically used a fairly standard risk tolerance questionnaire to evaluate a client’s preferences. These questionnaires often fail to adequately capture someone’s tolerance for market fluctuation. They can also be circumstantial, leading … Continue reading
Meet your new partner — Uncle Sam
In the past, many entrepreneurs have worried that the government could regulate their ideas or actions so much that it wouldn’t make sense for them to take the financial and emotional risks to create or build a business. They were … Continue reading →