January 2012 Monthly Recap

Is the rebound sustainable?

Believers in the January indicator, rejoice! If the first month holds any significance as a barometer of how equities might perform during the rest of the year, January clearly got 2012 off to a good start…
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Economic Perspective

• Unemployment rate down for 4th straight month
• GDP: grew at annual rate of 2.8% in 4th quarter
• Federal Reserve: keeping interest rates low through end of 2014
• S&P downgraded long-term ratings on 9 eurozone countries
• Consumer inflation unchanged in December
• Interest rates on 30-year fixed mortgages 3.88%: new all-time low

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Retirement Plans & IRA Limits

Many retirement plan and IRA limits are indexed for inflation each year. Some of the key numbers for 2012 are discussed in this article.
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2011 Tax Season Considerations

You don’t want to pay more in taxes than you have to. So, here are some things to keep in mind this filing season. (View More)

401(k) Corner: New Disclosure Rules for 401(k)

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