February 2012 Monthly Recap

Market Momentum

The Nasdaq came on strong for the second month in a row (though at a somewhat slower pace than in January) as it briefly hit 3,000 for the first time since 2000. An agreement on a second Greek bailout helped… (READ MORE)

Economic Perspective

• Bureau of Labor Statistics – 243,000 more jobs in January
• Eurozone leaders agree to second Greek bailout
• Moody’s issues negative outlooks for UK and France
• Congress extends U.S. payroll tax cut of 2% for 2012
• Wholesale level inflation increases while consumer only modestly
• Improved housing starts, new residential construction and home resales (READ MORE)

Inheriting an IRA – You need to know

The rules governing inherited IRAs can be complicated. Here are the major issues to consider.  (READ MORE)

Business Owner Succession Planning

What will happen to my business when I become disabled, retire, or die? (READ MORE)

What’s a self-directed IRA?

The term refers to an account that gives you more investment control by allowing you to direct your IRA assets into nontraditional investments. (READ MORE)

401(k) Corner: New Disclosure Rules

71% of employees think their 401(k) is FREE…they’ll soon learn the truth! (READ MORE)