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Don’t overreact to stock market’s ups and downs By David Pitt The Associated Press updated 9:22 am PT, Mon., June 7, 2010 Highlights: Understand the market Part of learning to ignore the swings is understanding that some amount of market volatility is normal. The key is to understand that it can be caused by different [...]
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Here’s an overview of the retirement plan landscape, excerpted from a special section on our website, “IRA Rollovers for Dummies“. provided by Los Angeles Financial Planner Rose Greene, CFP® All retirement plans are not the same. In fact, there is such a wide variety of retirement plans that it is worth it to read up [...]
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A unique opportunity for IRA owners. provided by Los Angeles Financial Planner, Rose Greene, CFP® In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion.1 Should you do it? Here’s why it may (or may not) make sense for you to go [...]
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What do they do? And should you have one? What does a financial planner do? Well, that depends. Many individuals refer to themselves as “financial planners”, but not all perform true multidisciplinary financial planning. Investment, insurance and tax professionals sometimes specialize in certain areas of financial planning (such as retirement planning, estate planning, tax planning, [...]
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LPL Financial Weekly Market Commentary for February 16, 2010
by Rose Greene, CFP on February 19, 2010
By Jeffrey Kleintop, CFA Chief market Strategist LPL Financial Events and data in recent weeks have prompted market participants to view the tailwinds that caused the markets to go sailing higher for much of 2009 as beginning to fade. They now view them as having become more balanced with the rising headwinds associated with increasing [...]
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