Monthly Archives: January 2011

New Decade – New Outlook: Four Fundamental Reasons for Equities

Posted on January 28, 2011 by

By John Fox We began the last decade with “irrational exuberance” for equities. Investors poured money into stocks and ignored other asset classes. This “herd behavior” caused the valuations of equities to become overly inflated. The latter part of the … Continue reading →

Posted in Market Commentary

Review Your IRA Beneficiaries Annually

Posted on January 12, 2011 by

By Peter Sweetser We all know that there is one thing you can count on in life ─ change. Therefore, we recommend that you annually review both your primary and contingent IRA beneficiaries. Perhaps you have had changes in your … Continue reading →

Posted in Retirement