Withdrawals from Traditional IRAs

Posted by on Sep 27, 2012 in Investment Management, Newsletter Articles, Retirement | 0 comments

In these challenging economic times, you may be considering taking a withdrawal from your traditional IRA. While you’re allowed to withdraw funds from your IRAs at any time, for any reason, the question is, should you?

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Non-Equity Alternatives to Rock-Bottom Yields

Posted by on Apr 1, 2012 in Investment Management, Newsletter Articles | 0 comments

As interest rates have fallen to record lows and stayed there in recent years, the yield on your savings may be stuck in neutral. If you’ve focused on capital preservation and kept your assets in U.S. Treasuries, a money market account, or certificates of deposit, you may have minimized the chance of the financial equivalent of a car crash. However, you also may not be happy letting your portfolio’s engine idle forever.

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Making Financial Resolutions? Look Back at Last Year

Posted by on Jan 24, 2012 in Investment Management, Newsletter Articles | 0 comments

Each new year brings the chance for a fresh start, and the opportunity to improve your financial picture. As you make financial resolutions for 2012, looking back at what happened last year can help you make some positive changes this year.

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Is a stop limit the same as a stop order?

Posted by on Jan 24, 2012 in Investment Management, Newsletter Articles | 0 comments

A stop limit is typically used when you’re trading during a volatile market and want to target a specific price as closely as possible. When placing a market order, the price you pay is the best price available in the market at the time the order is executed.

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Can a stop-loss order really protect me from losses?

Posted by on Jan 24, 2012 in Investment Management, Newsletter Articles | 0 comments

As the name implies, stop-loss orders are a way to help you manage the amount of loss you can suffer on a single holding. Also known as a stop order or stop-market order, a stop-loss order sets a level at which your broker is instructed to sell all or part of a particular position once the stop-loss point is reached.

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