| Year |
Quarter |
Topics |
| 2011 |
Fourth |
Market Overview; Improving Investment Results; Inherited IRAs |
| 2011 |
Third |
Market Overview; Improving Investment Results; Record Keeping – Save or Shred |
| 2011 |
Second |
Market Overview; Retirement Planning Tool; Behavioral Finance |
| 2011 |
First |
Market Overview; Social Security, To Wait or Not To Wait? & 13th Annual Client Appreciation Event |
|
|
| 2010 |
Fourth |
Market Overview, Tax Update, Three Different Equity Strategies |
| 2010 |
Third |
Market Overview; Roth IRA Conversions; Long Term Performance and Asset Class Rebalancing |
| 2010 |
Second |
Market Overview, ETFs Increase Market Volatility, The Human Brain, Time Frame and Performance |
| 2010 |
First |
Market Overview, Investing for Income |
|
|
| 2009 |
Fourth |
Market Overview, Investing for Income |
| 2009 |
Third |
Market Overview, Retirement Planning, ROTH Conversions, Fixed Income Strategy |
| 2009 |
Second |
Market Overview, Meeting Retirement Goals, Cash for Clunkers, Fixed Income Strategy |
| 2009 |
First |
Market Overview, The Stop-Loss Dilemma |
|
|
| 2008 |
Fourth |
Market Overview, Red Flags when Choosing an Advisor, 2009 RMD Suspension |
| 2008 |
Third |
Market Overview, Cycle of Market Emotions, Year-End Tax Planning |
| 2008 |
Second |
Market Overview, Why Do Gas Prices Keep Going Up?, Behavioral Finance |
| 2008 |
First |
Market Overview, When to Use ETFs, Government Rebate Checks, International De-coupling |
|
|
| 2007 |
Fourth |
Market Overview, Optimal Investment Time Horizon, Tax Corner, Key 2008 Financial Planning Numbers |
| 2007 |
Third |
Market Overview, ETFs and Why We Use Them, Year-End Tax Planning, China and India |
| 2007 |
Second |
Market Overview, Why Should I Have a Trust?, Rolling over Non-Spousal Qualified Plan Benefits, US States Renamed for Countries with Similar GDP |
| 2007 |
First |
Market Overview, Liberalized Payout Rules for Hardships and Emergencies, Mr. Market |
|
|
| 2006 |
Fourth |
Market Overview, Reflections on 2006, Tax Relief and Healthcare Act of 2006, Education Funding |
| 2006 |
Third |
Market Overview, Pension Protection Act of 2006, Portfolio Strategies, Behavioral Finance |
| 2006 |
Second |
Market Overview, Tax increase Prevention & Reconciliation Act, Portfolio Strategies, Disentangling Risk and Volatility |
| 2006 |
First |
Market Overview, Determining Withdrawal Rates, Federal Home Loan Bank Bonds, How to Plan for New Tax Legislation |
|
|
| 2005 |
Fourth |
Recap of 2005, What Do We Expect for 2006?, Portfolio Strategies, Key 2006 Financial Planning Numbers |
| 2005 |
Third |
Investment Secrets of the Rich, Steady as She Goes, Major Hurricanes Cannot Stop Interest Rate Hikes, Emerging Markets Lead the Way |
| 2005 |
Second |
Strong U.S. Factory Orders vs. Higher Energy Prices, Reverse Mortgages, Déjà vu All Over Again, Bottom of the 9th or are We Heading for Extra Innings?, George Washington is Building Up Muscle |
| 2005 |
First |
Impact of Baby Boomers on the Economy, An Investing Fable, The US Stock Market, When Greenspan Speaks, Do the Markets Listen?, What is the Value of George Washington? |
|
|
| 2004 |
Fourth |
Economic News, 2005 Financial Planning Numbers, The US Stock Market, Fixed Income Markets, International Equities |
| 2004 |
Third |
Inflationary Concerns, Year-End Tax Planning, The US Stock Market, Fixed Income Markets, International Equities |
| 2004 |
Second |
Economic News, What is Probate?, The US Stock Market, Fixed Income Markets, International Equities |
| 2004 |
First |
Economic News, Financial Planning Quiz, The US Stock Market, Fixed Income Markets, International Equities |
|
|
| 2003 |
Fourth |
Economic News, 2004 Financial Planning Numbers, The US Stock Market, Fixed Income Markets, International Equities |
| 2003 |
Third |
Economic News, Tax Tips, The US Stock Market, Fixed Income Markets, International Equities |
| 2003 |
Second |
Economic News, Stretch IRAs, The US Stock Market, Fixed Income Markets, International Equities |
| 2003 |
First |
Economic News, The US Stock Market, Fixed Income Markets, International Equities |
