Archive for the
‘Market Commentary’ Category

How Might Rising Interest Rates Affect Your Stock Investments? The Federal Reserve’s actions can have a marked influence on the economy and financial markets. For instance, some market analysts believe that the Fed’s massive, multi-year bond-buying program coupled with a record-setting period of near-zero interest rates fueled the six-year bull market for stocks. Now investors […]

Few Cost of Living Adjustments for Retirement and Health Plans for 2016 – The IRS has released the cost-of-living adjustments (COLA) affecting dollar limitations for Individual Retirement Accounts (IRAs), defined contribution and other retirement-related items for tax year 2016. In general, most limits will remain unchanged for 2016 because the increase in the cost-of-living index did […]

Even though April 15 now seems a distant deadline for filing your 2015 tax returns, in order to take advantage of some of the biggest tax reduction strategies, you have to act before the end of this year. Without further ado, here are Three Year-end Tax Reduction Tips that you may want to execute by […]

Investors are exposed to financial risk in two ways: company-specific risk or market risk. Long-term investors can virtually eliminate exposure to company-specific risk by diversifying among many different securities in the same asset class.1 Market risk is managed — but not eliminated — by holding investments in several different asset classes. Both types of risk […]

Income-oriented investors have had a tough go of it for the past several years. Persistently low interest rates have curtailed traditional sources of yield. Yet, by broadening their search criteria, investors may uncover new ways to diversify their income portfolios with potentially more attractive options. Consider Total Return When evaluating income-generating opportunities investors need to […]

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