Economic Perspective – April 2012

By Meredith Stoudt
Posted on May 4th, 2012

The Month in Review U.S. payrolls rose at their slowest pace since October. According to the Bureau of Labor Statistics, the 120,000 new jobs only […]

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Market Recap – April 2012

By Meredith Stoudt
Posted on May 4th, 2012

Weakening economic data and renewed anxiety about Europe brought equities’ winning streak to an end in April. The small-cap Russell 2000 lagged its domestic peers, […]

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401(k) Corner: Roth 401(k)…is it right for you?

By Clint Edgington
Posted on April 3rd, 2012

While taxes are fresh on your mind, now might be the best time to review whether you should contribute to your 401(k) with pre-tax or […]

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Asset Protection Strategies Beyond Insurance

By Meredith Stoudt
Posted on April 3rd, 2012

You’ve worked hard to accumulate your assets and property; that’s why it’s so important to take measures to protect your wealth. Often, the simplest way […]

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Quarterly Economic Perspective

By Meredith Stoudt
Posted on April 3rd, 2012

The U.S. economy continued to recover. The Bureau of Economic Analysis said gross domestic product for 2011’s final quarter rose 3%; that’s sharply higher than […]

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Quarterly Market Review: Q1 – 2012

By Meredith Stoudt
Posted on April 3rd, 2012

As the U.S. economy continued its slow march toward recovery and Europe managed to fight off the threat of a Greek default on key bond […]

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What’s a self-directed IRA?

By Meredith Stoudt
Posted on March 1st, 2012

A self-directed IRA isn’t a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that gives you more […]

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Inheriting an IRA–What You Need to Know

By Meredith Stoudt
Posted on March 1st, 2012

The rules governing inherited IRAs can be complicated. Here are the major issues to consider. Transferring inherited IRA assets If you inherit a traditional or […]

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Business Owner Succession Planning

By Meredith Stoudt
Posted on March 1st, 2012

Every successful business owner must eventually face the question: What will happen to my business when I become disabled, retire, or die? Sooner or later, […]

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The Month in Review

By Meredith Stoudt
Posted on March 1st, 2012

The Bureau of Labor Statistics said U.S. payrolls added 243,000 jobs in January, bringing the unemployment rate down to 8.3%. It was the fifth straight […]

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