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December 2014

Converting an IRA to a Roth for Financial Success

You have less than 2 weeks to decide whether you’re converting an IRA to a ROTH… but why on earth would...

MARKET ALERT: December 22, 2014

Last week, in addition to a Santa Claus Rally that is taking us back to market highs, we saw a meaningful...

Is The Ruble Cause To Run? Give Thanks For Yellen, 1998 & Go Shopping

The Russian Ruble is off nearly 50% year-to date in response to the country’s strong dependence on $100/barrel oil and to...

What Zen Can Teach Us About Market Timing Strategy

In a word: BE. Are you uneasy about your portfolio (timing) strategy? It occurred to me how common it is for...

Draghi and Oil A Drag On Markets, It’s Time To Do….Nothing

There was much speculation about whether or not European Central Bank (ECB) President Mario Draghi would announce Quantitative Easing (QE) in the...

What You Should Know About Investment Management Fees

  • December 4, 2014
  • Fees

So, no one likes to pay fees, right? For the growing number of investors that do pay an advisor fees for...