Day: July 1, 2012

2012 Second Quarter Performance Report and Investment Outlook

After stunning first quarter returns (up 12%), stocks1 lost 3.3% in the second quarter, yet they remained up 8.3% for the year (through June 30). By comparison, first quarter client returns for our income/growth strategy were 2.03%, and second quarter returns were 1.80%, for a year-to-date performance of 3.85% as of 06/30/2012.2 I find the …

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The Importance of IRA Beneficiary Designations

Note: The following is written for those who live in non– community property or non–marital property states. If you live in Alaska, Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin the outcomes may differ from the following examples. The beneficiary designation is often the most misunderstood and underappreciated tool in the estate …

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