Blog

One Year after February 2009

March 04, 2010

Close to a year ago from today, the market hit a low point...but no one really knew it. more...

It Didn't Happen

March 03, 2010

Remember in the summer of 2008 where oil hit $145 per barrel on its uninterrupted trek to $200 a barrel? more...

Second Hand News

February 26, 2010

Jim Parker, a Vice President at DFA Australia Limited, shares his thoughts on how reporting done by the media can sometimes distract investors who want to build long-term wealth. more...

Unemployment. Biggest Problem

February 24, 2010

Testifying before Congress today, Fed Chairman Mr. Bernanke confirmed that unemployment is the “biggest problem” facing our economy according to the Wall Street Journal (Bernanke Stresses Need for Low Rates). more...

Rate Hike. Inflation Fighting?

February 19, 2010

The Federal Reserve raised the discount rate by a quarter percent. The US consumer represents 70% of our economy. As long as there is... more...

IRA Contributions - 2009 and 2010

February 12, 2010

The IRA is a great tool to help you secure your financial future. To fully utilize the benefits of an IRA, it is important to make the maximum yearly contributions. There is still time to make a contribution for 2009 if you haven’t already done so and now is also good time to make your 2010 contribution. more...

Day 2: Afternoon TD Ameritrade Speakers

February 05, 2010

Ricky attended the TD Ameritrade Institutional National Conference in Orlando and below are highlights from day 2 afternoon speakers and sessions. This includes sessions on the psychology of a sale and trying to read client’s minds. more...

Day 2: Morning TD Ameritrade Speakers

February 05, 2010

Ricky attended the TD Ameritrade Institutional National Conference in Orlando and below are highlights from day 2 morning speakers and sessions. This includes a conversation with Terry Bradshaw and session on “dark pools”. more...

Day 1: Recap of Morning TD Ameritrade Speakers

February 04, 2010

Ricky attended the TD Ameritrade Institutional National Conference in Orlando and below are highlights from day 1 morning speakers. Most notably, President George W. Bush (43) and President Bill Clinton (42) shared the stage to offer insights and answer questions. more...

Day 1: Recap of Afternoon TD Ameritrade Speakers

February 04, 2010

Ricky attended the TD Ameritrade Institutional National Conference in Orlando and below are highlights from day 1 afternoon speakers and sessions. This includes a panel discussion with three large mutual fund managers and an update from the TD Bank president. more...

Roth IRA Conversions

December 01, 2009

There is a window of opportunity approaching next year that may offer you the chance to fund a Roth IRA that has been previously out of reach. This could be the only chance for many investors to make substantial changes to the tax status of their investments. more...

Required Minimum Distributions Postponed This Year

November 17, 2009

Many seniors are discovering that a new law titled The Worker, Retiree, and Employer Recovery Act of 2008 waives the Required Minimum Distributions (RMD) for 2009. Investors who are aged 70 ½ or older are not required to withdraw money from their IRAs. more...

How to Check Out your Financial Advisor

November 03, 2009

Bernie Madoff had it all. Besides stellar returns in his managed fund, posh lifestyle in New York City, and famed reputation, above all, his clients trusted him. Trust is something that comes as a result of performing smaller services well or from respected individuals. more...