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Year-End Tax Savings Idea, First in a Series: Capital Gains Distributions - Be Aware and Take Action

Every year, mutual funds are required to distribute any net realized capital gains to their shareholders regardless of whether the fund had a positive ... read more >

Retirement Planning for the Single Individual

Retirement planning is hard enough when you are married; imagine what it’s like for a single individual. The single individual could be widowed, ... read more >

Roth IRA Conversion for the Business Owner

We have all heard about the change in the tax law for 2010 that now allows individuals with annual income levels above $100,000 to do a Roth IRA conversion. ... read more >

Did the Steelers' Super Bowl Win in 2009 Impact Market Returns?

First, let’s start by taking a look back to January 30, 2009, as hard as that may be. The S&P 500 Index was down 106 points for the month and ... read more >

Should You Convert Your Traditional IRA to a Roth IRA?

There are many factors to consider before converting a Traditional IRA to a Roth IRA.... read more >

Do You Have a Financial Plan?

Investors are nervous and for good reason. We are experiencing a financial crisis the likes of which most of us have never seen before. It has been marked ... read more >