Greetings once again. I thought it was important to drop you a note this morning to help you work through this situation in the markets, as it can look pretty dire. I want you to know that, as I stated in this newsletter earlier this month – this situation is a fleeting thing. We will [...]
Posts from ‘September, 2008’
Special Bulletin
In light of the economic tremors that are going on in the financial sector today, I felt compelled to provide a comment: The failure of certain firms who took part (on the institutional side) in the personal real estate frenzy was not unexpected. The problems produced by the greed of that event were bound to [...]
It Has Fell
So – Fall has fell. As far as I can tell, it looks like we’re in for Autumn weather from here on out. That’s not such a bad thing, really, except for the fact that we had so little Summer-like weather this year here in the Midwest. I suppose there’s not much we can do [...]
Stretching Your IRA – A Legacy in the Making
The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) that has provisions that make it easier to “stretch out” the time that funds can stay in the IRA after the death of the owner. A stretch IRA is not a special type of IRA under the [...]
