Archive | May, 2012

Stable Value Funds: Safe or Constricting?

28 May

There has been a lot of discussion about stable value funds lately, and I think it is worth taking a closer look at them to see if they represent a wise investment choice going forward. Stable value funds are a common feature in company retirement plans. Essentially they are a bundle of bonds combined with [...]

Taking steps to make your money last

21 May

With an economic landscape that is as rocky as it has been in recent memory, retirees and pre-retirees are being forced to make some tough financial decisions and lifestyle choices. For many, that means making less money go further. While that can be a daunting task, here are some tips and suggestions to help seniors [...]

Inherited IRAs

14 May

In an attempt to raise what would have amounted to literally billions of dollars of additional tax revenue, the Senate finance committee recently floated a proposal that would make it compulsory to empty an inherited IRA account within five years of a benefactor’s death. Holders of inherited IRAs, who can spread taxable distributions across their [...]

Outlook: Beige

7 May

The latest edition of the Federal Reserve Board’s “Beige Book” (the official name of the publication is the Summary of Commentary on Current Economic Conditions) has generated a significant amount of buzz. The latest economic outlook outlined within seems considerably more positive than some recent editions have been. The Beige Book is published eight times [...]