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.
Control the Controllable, Ignore the Rest
Like most things in life, the simple approach to doing something almost always tends to be the best. This theory holds true when it comes to investing and is one of the cornerstones behind our investment philosophy. “Gross return in the financial markets, minus the cost of financial intermediation, equals the net return actually delivered […]
A Look at the Future
As we venture into 2010 and beyond, I would like to share some information about our firm, Rockbridge Investment Management. We have a clear vision for why we exist as a firm. While our vision guides what we do on a daily basis, it is important to know where we stand today and set goals […]
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: