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Annual Market Review: 2012

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Resilience in the face of adversity seemed to be the theme for 2012. Hurricanes that shuttered Wall Street for two days and cut oil production, the threat of a “Grexit” from the euro, Europe’s record unemployment and second recession in four years, Chinese growth that hit a three-year low, and uncertainty about elections here and …

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401(k) Corner: Fiscal Cliff emboldens Roth 401(k)!

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While directly contributing to a Roth account through a 401(k) has been available for the past few years, a silver lining in the Fiscal Cliff legislation  allows all 401(k) participants to convert their conventional 401(k) balances to Roth balances.  We could use some good news and planning techniques, too, as taxes are going up for …

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Economic Perspective

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Third-quarter economic growth was better than previously thought. The Bureau of Economic Analysis said its second estimate showed gross domestic product rising by 2.7%. That’s substantially better than either the initial 2% estimate or the 1.3% growth of a year ago, and was helped by higher private inventory investments and exports. Meanwhile, after-tax corporate profits …

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November 2012 Monthly Recap

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Politics and the weather were the primary factors driving equity investors in November. The elections, concern about potential gridlock in Washington, the beginning of year-end tax maneuvers, and the continued high-wire act in Europe all contributed to volatility during the month, and Hurricane Sandy’s residual effects didn’t help. All the uncertainty put pressure on equities, …

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Real Estate Investment Trusts (REITs)

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Many investors whose incomes are suffering from low interest rates have begun to seek investment alternatives to help supplement those incomes. One possibility often suggested is a real estate investment trust (REIT). REITs are a way to invest in commercial real estate without the responsibility of managing a property yourself, and with a much smaller …

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