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Financial Matters Article Archive

Sequence of Return Risk
By Fritz Fiebig
Aug 11, 2008
Discover the best way to utilize various asset classes within a shorter timeframe.

Closing in on retirement?
By Jonas Zamora
Aug 04, 2008
If you're retiring in the next 5 years, then planning your moves now will save you a lot of headaches later.

Stretching the Growth of an IRA
By Fritz Fiebig
Jul 28, 2008
Imagine being able to provide a stream of lifetime distributions to your loved ones tax free!

Downturn Blues
By Jonas Zamora
Jul 23, 2008
Focus on the things you can control, such as picking up great companies at fire-sale prices.

Gambler's Fallacy and Mean Reversion
By Fritz Fiebig
Jul 14, 2008
Take advantage of Mr. Market's emotional instability, or he'll take advantage of you!

Be Opportunistic
By Jonas Zamora
Jul 07, 2008
The rally in values and yields presents an opportunity.

Eight Simple Rules of Investing In Volatile Periods
By Fritz Fiebig
Jun 30, 2008
Emotion-based investing is a BIG mistake.

Managing Retirement Risks
By Jonas Zamora
Jun 23, 2008
Figure out what you can't control, and do something about what you can.

The Importance of Beneficiary Designations
By Fritz Fiebig
Jun 16, 2008
Make sure that specific individuals or entities are named as beneficiaries.

Retirement Risks to Consider
By Jonas Zamora
Jun 09, 2008
If you consider all the angles, you can create a real financial plan with a higher probability of success.

Sequence of Return Risk
By Fritz Fiebig
Jun 02, 2008
Discover the best way to utilize various asset classes within a shorter timeframe.

Add a Market Neutral Strategy
By Jonas Zamora
May 27, 2008
This alternative investment strategy often pits one stock against another.

Optimal Use of IRA for Tax-Deferred Investing
By Fritz Fiebig
May 20, 2008
No good comes from losing money simply to avoid taxes.

Time to Rethink Asset Allocation Based on MPT?
By Jonas Zamora
May 12, 2008
Investors must be open to adjust for changing correlations between markets.

Stretching the Tax Deferred or Tax Free Growth of an IRA
By Fritz Fiebig
May 05, 2008
Imagine being able to provide a stream of lifetime distributions to your loved ones tax free!

Prepare for Roth Opportunity in 2010
By Jonas Zamora
Apr 28, 2008
The Roth IRA will soon be available to high net worth and high income earners.

Eight Simple Rules of Investing In Volatile Periods
By Fritz Fiebig
Apr 21, 2008
Emotion-based investing is a BIG mistake.

401(k) Mistakes and How to Avoid Them
By Jonas Zamora
Apr 14, 2008
Many of the most common mistakes can be easily avoided.

How to Defer Taxes on a Highly Appreciated Asset
By Fritz Fiebig
Apr 07, 2008
It is important to understand your tax options when liquidating highly appreciated assets.

Retirement Risks to Consider
By Jonas Zamora
Mar 31, 2008
Discover seven retirement risks to watch as you put together your game plan.

Diversifying Your Tax Risk
By Fritz Fiebig
Mar 24, 2008
Now is a good time to consider the type of tax-deferred accounts to fund for retirement and beyond.

Diversify to Avoid a Blue-Chip Disaster
By Jonas Zamora
Mar 17, 2008
One of the biggest mistakes investors make is holding onto an over-concentrated position in one stock.

Investing vs. Speculating
By Fritz Fiebig
Mar 10, 2008
Investors need to deal with Mr. Market on their own terms, because, ultimately, he is emotionally unstable.

Benefits of Estate Planning
By Jonas Zamora
Mar 04, 2008
Learn about five reasons why you should have an estate plan - and why you should get started now.

Diversifying Your Tax Risk
By Fritz Fiebig
Feb 25, 2008
The decision to fund retirement vehicles on a pre- or post-tax basis depends on your situation.

Diversity to Avoid a Blue-Chip Disaster
By Jonas Zamora
Feb 19, 2008
One of the biggest mistakes investors make is holding onto an over-concentrated position in one stock.

Diversify To Avoid A Blue-Chip Disaster
By Jonas Zamora
Feb 19, 2008
One of the biggest mistakes investors make is holding onto an over-concentrated position in one stock.

"Gut Check" Time
By Fritz Fiebig
Feb 11, 2008
Investors need to understand themselves first, and find common ground between emotion and reason.

Alternative or Hedge Investments
By Jonas Zamora
Feb 04, 2008
If the markets are leaving you stressed, then alternative investment strategies may be the solution.

How to Beat the Market
By Fritz Fiebig
Jan 28, 2008
In the long run, everything in the market returns to its historical average.

How Will We Recover?
By Jonas Zamora
Jan 21, 2008
The key is that valuations are very good here and we are in a low interest rate environment with more cuts on the way.

Take Action in the New Year
By Fritz Fiebig
Jan 14, 2008
There is a heavy price to pay when procrastinating with your financial future.

Accessing Your IRA Penalty Free
By Jonas Zamora
Jan 08, 2008
There are circumstances where you can avoid the 10% penalty when tapping into your traditional IRA.

Stretching the Tax Deferred or Tax Free Growth of an IRA
By Fritz Fiebig
Dec 31, 2007
It is possible to create a stream of lifetime distributions, tax-free!

2008 Retirement Plan Limits
By Jonas Zamora
Dec 17, 2007
Knowing your contribution limits will help you stay ahead in the planning process.

Protecting Your Assets from Creditors
By Fritz Fiebig
Dec 10, 2007
The more accessible the asset is, the greater the risk that a creditor will have claim on it.

End of the Year Tax Planning
By Jonas Zamora
Dec 04, 2007
Run, don?t walk to your tax adviser.

Neuroeconomics
By Fritz Fiebig
Nov 27, 2007
As investors, we have to find common ground between our emotions and basic reason.

How to Beat the Market
By Fritz Fiebig
Nov 13, 2007
In the long run, everything in the market returns to its historical average.

Calculating Your Investments? Rate of Return
By Jonas Zamora
Nov 06, 2007
It?s crucial to make progress and keep track of money managers.

Sequence of Return Risk
By Fritz Fiebig
Oct 30, 2007
Discover the best way to utilize various asset classes within a shorter timeframe.

Separately Managed versus Mutual Funds
By Jonas Zamora
Oct 23, 2007
Which one is right for you?

Consider Life Settlements
By Fritz Fiebig
Oct 16, 2007
If your current insurance policy no longer accomplishes its initial objectives.

Retirement Risks You Should Consider
By Jonas Zamora
Oct 09, 2007
Know the pitfalls, and you can better plan for the unexpected.

How to Beat the Market
By Fritz Fiebig
Oct 02, 2007
In the long run, everything in the market returns to its historical average.

IRA Distributions Before You are 59 ?
By Jonas Zamora
Sep 25, 2007
There are many ways to tap into your IRA penalty free.

Tax Planning has Begun in Earnest
By Fritz Fiebig
Sep 18, 2007
Anyone under 55 needs to take care of their own retirement and not rely on either the government or their employer.

Closing in on Retirement?
By Jonas Zamora
Sep 11, 2007
Your actions in the first five years after retirement will play a key role in the following 25-30 years.

Hedge Strategies: Investing Outside the Box
By Jonas Zamora
Aug 28, 2007
With investors a bit stressed, alternative investment strategies are moving into the mainstream. Find out if any are right for you.

Stay Invested
By Mitch Zacks
Aug 20, 2007
The key to making money in the market is to be greedy while others are fearful.

How to Beat the Market
By Fritz Fiebig
Aug 14, 2007
Do not take on too much risk in an attempt to make up for past losses.

The New IRA Rules: It?s Time to Save
By Jonas Zamora
Aug 07, 2007
This market correction offers a tremendous opportunity to take care of your retirement and take advantage of IRAs.

The Neglected Asset Class - Until Now
By Fritz Fiebig
Aug 01, 2007
Find out what role bonds play in a portfolio, and how much exposure makes sense at the current level of interest rates.

Employee Stock Ownership Plans (ESOPs)
By Jonas Zamora
Jul 24, 2007
A great way to monetize company ownership.

Blue Chip Blow Up?
By Jonas Zamora
Jul 17, 2007
Diversification can help you stay rich.

When Having Too Many in Qualified Assets Creates Problems
By Fritz Fiebig
Jul 10, 2007
It is best to consult with all beneficiaries and become educated about their financial situation in order to determine their need for the assets.

Don?t Count on Your Home as a Retirement Asset
By Jonas Zamora
Jul 03, 2007
You should only count assets as investments if those vehicles generate more money than expenses.

Stretching the Tax Deferred or Tax Free Growth of an IRA
By Fritz Fiebig
Jun 26, 2007
Learn how to maximize the tax-deferred growth provided by an IRA or the tax-free growth provided by a Roth IRA.

Roth IRA Conversion: Is it Right for You?
By Jonas Zamora
Jun 19, 2007
The Roth IRA has many advantages if you expect higher tax rates in the future.

Optimal Use of IRA for Tax-Deferred Investing
By Fritz Fiebig
Jun 12, 2007
In discussing tax-efficient investing, we do not want to neglect the primary objective of investing: asset growth and preservation.

Retirement Plan Mistakes and How to Avoid Them
By Jonas Zamora
Jun 05, 2007
Many common mistakes that people make with their 401(k) can be easily avoided.

The Importance of Beneficiary Designations
By Fritz Fiebig
May 29, 2007
Find out why it is so important to name specific individuals or entities as beneficiaries of your IRA.

Closing in on Retirement? What to Do Before You Walk Out the Door
By Jonas Zamora
May 22, 2007
The five years preceding retirement is a critical stage in your planning cycle. Learn about several steps to make sure your money will last.

Why Should the Pension Protection Act of 2006 Matter to You?
By Fritz Fiebig
May 15, 2007
Responsibility of retirement funding has shifted to the employee.

Retirement Plans for Small Businesses
By Jonas Zamora
May 08, 2007
Retirement plans are a win-win situation for business owners. Find out which plan is the best fit for you.

How to Defer Taxes of a Highly Appreciated Asset
By Fritz Fiebig
May 01, 2007
An installment sale or a self-canceling installment note (SCIN) can reduce your tax burden.

Are Hedge Strategies Right For You?
By Jonas Zamora
Apr 24, 2007
Alternative investments are becoming part of the investment mainstream. Find out if they are right for you.

Sequence of Return Risk
By Fritz Fiebig
Apr 17, 2007
Discover the best way to utilize various asset classes within a shorter time frame.

Understanding Stock Options
By Jonas Zamora
Apr 10, 2007
Learn how to reap the rewards and manage the tax ramifications of employee stock options.

Diversifying your Tax Risk
By Fritz Fiebig
Apr 03, 2007
It is now a good time to consider the type of tax-deferred accounts to fund for retirement and beyond.

IRA Distributions Before Turning 59 1/2
By Jonas Zamora
Mar 27, 2007
Discover several ways to tap into your IRA without accruing a penalty.

The Neglected Asset Class - Until Now
By Fritz Fiebig
Mar 20, 2007
Bonds provided investors with a safe haven during the recent market volatility.

Term Insurance or Whole Life Insurance?
By Jonas Zamora
Mar 13, 2007
The right plan for you depends on a number of factors.

Net Unrealized Appreciation (NUA)
By Jonas Zamora
Mar 06, 2007
If you are holding your employer's stock, there is a little known tax break that could save you thousands.

How Much Life Insurance Do You Really Need?
By Jonas Zamora
Feb 27, 2007
Life insurance can be an invaluable way to provide for your loved ones and to diversify your assets.

What Is the Optimal Level of Risk?
By Fritz Fiebig
Feb 20, 2007
Determining the optimal level of risk is key for achieving one's financial goals.

Separately Managed versus Mutual Funds
By Jonas Zamora
Feb 13, 2007
Discover whether separately managed accounts, mutual funds or a combination of both are the best way for you to take advantage of the equity markets.

Estate Taxes: What assets are actually taxed?
By Jonas Zamora
Feb 06, 2007
Knowing the basics could save you and your family from estate planning mistakes by being aware of what is includable in your estate.

Roth IRA Conversion: Is It Right for You?
By Jonas Zamora
Jan 30, 2007
Converting to a Roth IRA may be a great idea, but it better be planned out because you could potentially take a big tax hit.

Hedging Through Varying Tax Rates
By Jonas Zamora
Jan 24, 2007
Since tax laws frequently change, it is important to have strategies to protect ourselves from the unpredictability.

Changing Tax Rates
By Jonas Zamora
Jan 16, 2007
When doing any kind of tax planning, you can?t assume the tax rates in existence today will exist in the future.

Retirement Planning 2007
By Jonas Zamora
Jan 09, 2007
Be aware of the new retirement plan contribution limits to stay ahead of the process in the new year.

Employee Stock Ownership Plans (ESOP)
By Jonas Zamora
Dec 19, 2006
An ESOP can monetize your ownership in the company, as well as give employees a stake in the business.

Stock Options: What You Need to Know
By Jonas Zamora
Dec 12, 2006
Learn about the basics of stock options with a checklist that will help you make the right moves.

Understanding Stock Option Grants
By Jonas Zamora
Dec 05, 2006
Whether you receive non-qualified stock options or incentive stock options affects what you pay in taxes.

A Little Known Retirement Plan Tax Break
By Jonas Zamora
Nov 28, 2006
If you are holding your employer?s stock, there is a little known tax break that could save you thousands.

How To Avoid 401(k) Mistakes
By Jonas Zamora
Nov 22, 2006
Learn how to avoid many common mistakes made by investors when managing their 401(k) plans.

Separately Managed Accounts versus Mutual Funds
By Jonas Zamora
Nov 15, 2006
Separately Managed Accounts have some unique advantages, but can also be used effectively with mutual funds and ETFs.

Retirement Plans for Small Businesses
By Jonas Zamora
Nov 08, 2006
A retirement plan can used to draw and keep good employees, while at the same time providing tax advantages.

Lowering your Estate Tax Bill
By Jonas Zamora
Oct 31, 2006
A trust could save your heirs from a bill that could run as high as 47% of non-exempt assets.

Living Trusts: The Advantages Over A Traditional will
By Jonas Zamora
Oct 24, 2006
If your affairs are intricate, you should consider a living trust in place of a traditional will.

The Importance of a Will
By Jonas Zamora
Oct 17, 2006
A will helps to ensure that your personal property will to go the people that matter to you most.

Assets and the Estate Tax
By Jonas Zamora
Oct 10, 2006
Knowing what the IRS considers as part of your estate could prevent planning mistakes.

The Roth 401(K): Should You Be Contributing?
By Jonas Zamora
Oct 03, 2006
Employer sponsored Roth 401(k) plans can be a great option for those worried about higher future tax rates.

Saving for Retirement: 5 Steps to Help You Plan
By Jonas Zamora
Sep 26, 2006
This step by step process will help you determine how you need to save.

The New IRA Rules: It?s Time to Save
By Jonas Zamora
Sep 12, 2006
More of the burden of saving for retirement has fallen on the American worker.

IRA Rollover
By Jonas Zamora
Sep 01, 2006
Doing the right thing with an IRA rollover will pay dividends in the future.

Charitable Remainder Trusts
By Zacks Wealth Management
Sep 01, 2006
The tax code allows for both charitable giving and the tax efficient transfer of wealth to heirs.

Transfer Assets with an Irrevocable Life Insurance Trust
By Zacks Wealth Management
Sep 01, 2006
There are very important aspects of Irrevocable Life Insurance Trusts that should be considered.

Beware the AMT
By Zacks Wealth Management
Sep 01, 2006
It?s not too early to start planning for 2006 taxes.

Planning for the Unexpected ? The Role of a Living Will
By Zacks Wealth Management
Sep 01, 2006
a Living Will allows you to state the extent of treatment you want if you cannot direct your own medical care.

Three Simple Rules of Investing in Volatile Markets
By David Metzger
Jul 25, 2006
There are only a few, time-tested rules that will yield positive results for investors.

The Importance of Long-Term Care Insurance
By David Metzger
Jul 18, 2006
The procurement of long-term care services is the greatest threat to financial security.

Deferring Taxes Through Trust Strategies
By David Metzger
Jul 18, 2006
A Capital Gains Deferral Trust can help with the disposition of a highly appreciated asset.

The Fed and Your Financial Plan
By David Metzger
Jun 20, 2006
It is important to understand how the Fed can affect your financial plan.

Diversification: Composing Your Financial Symphony
By David Metzger
Jun 20, 2006
Successful investing typically combines a number of different investments.


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