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Bond Prices at Nose-Bleed Levels – Public Jumps in With Both Feet

By on May 14, 2013 in Achieving Financial Independence, Investments

Investors continued to pour money into stocks last week, but piled even more cash into bonds, as exchange-traded funds made up of bonds saw their biggest weekly fund inflow on record. Even as the stock market rallied, taxable bond ETFs drew in a one-week record of $4.49 billion, led by an all-time high weekly take [...]

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Take Advantage of Tax-Free Roth IRA

By on December 1, 2012 in Achieving Financial Independence, Estate Planning, Investments, Post-Retirement Planning, Tax Planning

Yes, I am referring to you. My favorite retirement savings vehicle is the Roth IRA and you may be wise to use it. There are 3 ways to fund a Roth IRA. 1. FRONT-DOOR Roth Contribution  – Contribute directly if – Married family income under $173,000 (phased out to $183,000) A Roth IRA is funded [...]

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Post Election Economic and Investment Outlook

By on November 15, 2012 in Achieving Financial Independence, Goals-Based Planning, Investments, Policy and Your Money, Tax Planning, World Economics

Well the first several days after the election has seen the stock market drop by five percent, leaving those that follow our nation’s fiscal situation feeling uneasy.  I feel the same way as I have been yelling from the tallest tower (or at least my weekly blog) that our government spending is out of control [...]

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Investment & Economic Outlook

By on December 12, 2011 in Investments, Policy and Your Money

Better Safe than Sorry In light of all that is going on in the world, I thought this would be a very good time to share my investment and economic lookout for the near future. I am currently more defensive minded than usual and have made sure that my client portfolios reflect that (most portfolios [...]

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