| Newsletter Archives |
| May 2013 |
PBS FRONTLINE on Financial Advisors: Make Sure Your Best Interests Come First |
| April 2013 |
Discussing Your Wealth with Family Members – 4 Reasons to Do It Now |
| March 2013 |
Stay the Course or Wait for a Market Pullback? – How Should I Invest Right Now? |
| February 2013 |
WrapManager’s Top Equity Money Manager Picks for 2013 |
| January 2013 |
Reasons Investors Becoming More Googly-Eyed |
| December 2012 |
Eagle Asset Management Portfolio Closing Soon to New Investors |
| November 2012 |
Preparing Now For the Upcoming Tax Changes |
| November 2012 |
Schwab Recommends ThomasPartners - Should You Do It? |
| October 2012 |
3 Investment Strategies with Downside Risk in Mind |
| September 2012 |
Rising and Falling Interest Rates: A Bond Strategy for Both |
| August 2012 |
The Value in Sidestepping Market Declines |
| July 2012 |
No Silver Bullet - Small Steps Lead to Progress |
| June 2012 |
Getting Past Greece and Looking Ahead |
| May 2012 |
Mid Year Market Update - Growth and Surprises |
| April 2012 |
4 Rules to Firing Your Money Manager |
| March 2012 |
Is the Coming Dip a Buying Opportunity? |
| Februrary 2012 |
Prepare Now - Potential Tax Changes in 2013 |
| Februrary 2012 |
WrapManager's 2012 Top Equity Money Manager Picks |
| January 2012 |
Who's Watching Your Financial Advisor? |
| December 2011 |
Is Recent Market Volatility an Opportunity? |
| October 2011 |
Wrapping Up 2011: Your Financial To Do List |
| September 2011 |
The Old, the New, or the "Abby Normal"? |
| July 2011 |
The High Dividend Advantage |
| June 2011 |
Stock Market Correction Coming Soon? |
| May 2011 |
Dangers of Chasing Past Performance |
| April 2011 |
Money Manager Spotlight: Legg Mason ClearBridge Multi-Cap Growth |
| March 2011 |
Choosing Money Managers: What You Need to Know |
| February 2011 |
2011 Top Equity Money Manager Picks |
| January 2011 |
From Double-Dip to Buy the Dips |
| December 2010 |
Your 2010 Year End Financial Planning Checklist |
| October 2010 |
Tax Planning Checklist for 2010 and Beyond |
| September 2010 |
Markets Love Midterms! And Supporting The Economic Recovery |
| August 2010 |
Largest Tax Increase In Decades? And Loving the Recovery |
| July 2010 |
Worried About Your Bond Portfolio? High-Dividend Equity Strategy, Money Flows |
| June 2010 |
Expansion and Volatility, High-Dividend Equity Strategy, Millionaires in America |
| May 2010 |
Diversification and Allocation, Special Line of Credit, Social Security Benefits |
| April 2010 |
Chasing Past Performance, Federated, Calamos, Lord Abbett, BlackRock |
| March 2010 |
The What If Economy, Lord Abbett, Churchill, Alliance Bernstein, Fred Alger |
| February 2010 |
Why Dividend-Paying Stocks Could Perform Well In 2010, Eagle, Hillman, Lateef, Federated |
| December 2009 |
Changing Dynamics: Three Factors That Are Influencing the Municipal Bond Market, Avatar Associates, Lord Abbett, Lateef, Roosevelt |
| November 2009 |
The Dollar Is Falling But the Sky Isn't, Hillman, Federated, BlackRock, Neuberger Berman |
| August 2009 |
Taking Stock: Should Investors Avoid Equities? Wells Fargo, Goldman Sachs, Alger, BlackRock |
| July 2009 |
Creative Path: Converting to a Roth IRA, Calamos, Roosevelt Investment Group, Wentworth, Hauser and Violich, Wells Fargo |
| June 2009 |
Deficit a Challenge But Economy Should Brighten, First Trust, Wells Fargo, BlackRock, Federated, Wachovia |
| May 2009 |
Eventually Bears Wander Off to Hibernate, Baker Avenue Interview, Wachovia, Estabrook, Goldman Sachs, BlackRock, Eagle |
| March 2009 |
New Stimulus Tax Credits, Nuveen, Brandes, Wachovia, MFS |
| February 2009 |
Psychology of Imposed Change, Income Investing, Federated Strategic Value, Nuveen, Calamos |
| January 2009 |
Risk of Treasuries, Roosevelt, Neuberger Berman, Calamos, Loomis Sayles |
| December 2008 |
Social Security, BlackRock, Lord Abbett, Wachovia |
| November 2008 |
Wisdom of Great Investors, Calamos, Roosevelt, Wentworth, Hauser and Violich |
| October 2008 |
Tax Planning, Webinar with Federated Investors |
| September 2008 |
Election 2008, Janus Opportunistic Alpha |
| August 2008 |
Controlling Risk, Federated Strategic Value |
| July 2008 |
Inflation Nation, Estabrook, Fred Alger Webinar, Estate Tax |
| March 2008 |
New Web Site, Webinar with Fred Alger Management |
| February 2008 |
Upcoming Events and Tax Prep News |
