From the monthly archives:

June 2010

5 Tips For the Average Investor

by Rose Greene, CFP on June 22, 2010

When it comes to where we are in the economic cycle, expert opinions vary widely. Some experts think the economy could be headed for a double-dip recession, while others say it’s headed for a slow but steady recovery. Rose was interviewed on this topic by Ben Baden, who wrote the following article published in Yahoo! [...]
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A Tax Break Your Employees Will Love

by Rose Greene, CFP on June 21, 2010

Parents won’t pay extra taxes for keeping 20somethings on their health plans. Provided by Los Angeles Financial Planner, Rose Greene, CFP® Do you have any employees with young adult children?You probably do. Thanks to a recent IRS ruling, these employees just got a break: they won’t have to pay additional federal taxes if they keep [...]
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Buy in June and Stay Tuned

by Rose Greene, CFP on June 2, 2010

Weekly Market Commentary, June 1, 2010 Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights “Sell in May and go away” only works about one-third of the time. With a pullback having already taken place, we find little value in this old adage. We believe investors should “buy in June and stay tuned” this year. [...]
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Ten Reasons for a Rebound

by Rose Greene, CFP on June 2, 2010

Weekly Market Commentary, May 24, 2010 Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights We believe this pullback is merely part of the higher volatility in the markets we have been expecting this year to accompany the transition from recovery to sustainable growth. We offer ten reasons why we expect the markets to rebound [...]
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