NEWS & INSIGHTS
Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. A Roth 401(k) is simply a traditional 401(k) plan that accepts Roth 401(k) contributions. If you're lucky enough to work...
The outlook for Social Security and Medicare are of growing importance for our economy. The first baby boomers became eligible for Social Security in 2008 (at age 62) and for Medicare just last year. Costs of these...
The opening quarter of 2012 was the finest quarter for U.S. stocks since the late 1990s; the second quarter was a markedly different story. After an all-but-flat April and an abysmal May, stocks finally managed to...
By a 5-4 vote, the Supreme Court upheld the 2010 Affordable Care Act (ACA). The law’s most controversial provision will stand – a mandate requiring every American citizen to buy individual health insurance coverage....
Spring arrived early in 2012 with a remarkable surge among world stock markets. In fact, it was the best first quarter for the U.S. stock market since 1998. Bonds on the other hand, posted stagnant returns as interest...
Are you ready to retire? The question is actually more complicated than it first appears, because it demands consideration on two levels. First, there's the emotional component: Are you ready to enter a new phase of...
It was a frustrating year on Wall Street, but the fourth quarter of 2011 was a real turnaround from the third. However, the stock market still posted a sub-par year due to incredible events including an earthquake,...
The third quarter was difficult for equity investors as stocks suffered the largest declines since the first quarter of 2009. Double digit losses occurred throughout worldwide stock markets. What is notable is that...
For the first time in four quarters, U.S. stocks did not advance. The S&P 500 lost 0.39% in second quarter as investors reacted to European debt concerns, the conclusion of the Fed's quantitative easing program,...
No forecast for 2011 came close to the events unfolding in just the first quarter. Tensions in Tunisia unleashed widespread social unrest throughout North Africa and the Middle East, with ongoing conflict and military...
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