IN THIS ISSUE: Ball of Confusion The Gloom-and-Doom Argument Damn the Torpedoes, Full Speed Ahead! Is the Market Defying Gravity? What You Should be Doing Introduction The cover of the October 5, 2009 issue of Business Week magazine summed up the current dilemma for stock market investors perfectly....
IN THIS ISSUE: Update on My "Coaching Career" Investors Playing Catch-Up Remember The Object Of The Game Don't Forfeit The Game Have A Good Offense And Defense Player Selection Introduction Back in 2006, I wrote an E-Letter that applied sports analogies to the investment world in an attempt...
IN THIS ISSUE: First Quarter GDP Falls More Than Expected Stocks Always Outperform Bonds, Right? Wrong! Should You Put All Your Money in Bonds? No! Is the Current Market Rally Too Big to Fail? Conclusions – Not Out of the Woods Yet Introduction Last Wednesday the government reported that 1Q GDP declined...
IN THIS ISSUE: Two Valuable Investment Articles To Share Stocks Hit 50% Drawdown In February Investors Naturally Seeking Guidance Some Buy-And-Hold Advice Is Misleading Another Active Money Manager Doing It Right Conclusions – Don't Be Misled Introduction As I have noted many times in past E-Letters...
by Mike Posey IN THIS ISSUE: Mandatory IRA Distributions IRA Charitable Contributions Roth Conversions Max Out Retirement Contributions Plan Your 2009 Investment Strategy Introduction The Christmas season is upon us and the end of 2008 will be here before we know it. At this time of year, many people...
IN THIS ISSUE: Gifting To Those You Love Gifting: Control Is The Issue A Good WayTo Gift, In My Opinion A Time To Give Thanks Introduction As we near the end of November, the current economic and stock market situation may make giving thanks the last thing that enters our minds. However, even with all...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
11-25-2008
Filed under:
Filed under: Gary D. Halbert, Investment Strategies, Taxes, Scotia Partners, Purcell Advisory Services, Uniform Gift to Minors Act, Estate Planning, Thanksgiving, Rydex Funds, Gift Tax Exclusion, Trusts, Gifting
IN THIS ISSUE: "Market Timers Don't Own Yachts" Why Market Timing Gets A Bad Wrap Pros and Cons of Market Timing The Bottom Line On Market Timing A Market Timer Doing It Right Scotia's Moderate Risk Strategy Introduction I might have known it would happen. The very week last month that...
by Mike Posey IN THIS ISSUE: A Primer On Variable Annuities Variable Deferred Annuities Disadvantages Of Variable Deferred Annuities Variable Annuities Continue To Improve Retirement Tidbit – Making The Most Of Retirement Introduction This week, I am going to continue the series of E-Letters dedicated...
IN THIS ISSUE: A Shocking (To Some) Morningstar Report What’s The Big Deal? Other Important Questions To Ask Do It Yourself Or Let Us Help You Introduction There is little doubt that the Morningstar organization has been very good to the mutual fund industry. Morningstar is by far the most widely...
By: Mike Posey IN THIS ISSUE: Risk Considerations In A Retirement Portfolio No Shortage Of Investment Options Immediate Annuities Fixed-Income Alternatives Introduction We're now in the home stretch in this series of Retirement Focus E-Letters dedicated to converting your nest egg into a retirement...
IN THIS ISSUE: 1. Overview Of Retirement Plan Distributions 2. Types Of Annuity Payouts 3. Advanced Annuity Payout Concepts 4. Retirement Tidbit - Minimum Distributions Introduction As I noted in my last Retirement Focus feature back on June 5 , one of the most requested topics we get from E-Letter readers...