Fear Returns to the Market – Good for Investors?
First quarter stock market gains were erased during May and June leaving values well below the high water mark reached in the fall of 2007. As the chart shows, large-cap stocks (S&P 500) have lost nearly 10% annually over the past three years.
Is it Time to Convert Your Traditional IRA?
Individuals are permitted to convert their Traditional IRAs (“TIRA”) to Roth IRAs if they meet current income limitations set by the IRS. In 2010 the income limits are removed allowing anyone to convert. I set out to examine when OR if a client should convert their traditional IRA to a Roth IRA.
Where to Invest in 2010
After the recent and extreme turmoil we have experienced in the financial markets, it seems like in every newspaper or magazine you can find an article about where to invest in 2010. So, where do you put your retirement nest egg and what do you believe?
Returns from Various Markets
The following table shows the returns from various markets over periods ending December 31, 2009: