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Recent Articles Market Recap Quarterly Market Recap - 1st Quarter 2013 The first quarter of 2013 was certainly one for record books! Stock indices finally returned to levels they had reached over 5 years ago. The Dow finally managed to get past its previous closing high of... more.... Quarterly Market Recap - 4th Quarter 2012 There is no denying that 2012 was a much better year for stocks than 2011. Last year’s stock market performance was particularly impressive given all of the continuing economic problems in... more.... Investing & Economic Commentary Monthly Employment Report - June 7, 2013 The Labor Department released the May employment report this morning. The economy created 175,000 jobs during the month of May, with the private sector generating 178,000 jobs... more.... Monthly Employment Report - April 5, 2013 The April employment report was a major disappointment, a “punch in the gut” according to one commentator. Analysts expected around 190,000 jobs to be created last month. The actual figure came in at only 88,000. That is approximately one-half... more.... Financial Planning Reasons to Take Company Plan Money And Pay the Taxes Now - May 6, 2013 If your company plan includes highly appreciated company stock, you may want to consider withdrawing the stock and rolling the rest of the plan assets over to an IRA. Why would you want to do this?... more.... Roth Conversions: Tax Today or Tax Tomorrow… That is the Question! (Part 3 of 3) - April 3, 2013 The longer until you need to withdraw funds from your retirement plan the more advantageous a conversion will be where taxes are paid with outside funds.... more....

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