Investment Tips

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Download copies of our investment tips (below) from our newsletter, The Savvy Investor.

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Investment Strategies

• Increase Your Chances of Making Money in Stocks
• Dollar Cost Averaging Simplified
• Four Big Investment Myths
• Trouble with Index Funds
• What to Do When the Market Looks Bad
• Why is Warren Buffet Successful?

Investment Advice

• Power of Saving Early
• Cash, Bonds or Stocks – What’s Best?
• Avoid Three Common Investment Mistakes
• Widows and Widowers – Financial Challenges
• Is AARP Looking Out for You?

IRAs

• Converting your IRA to a Roth
• Roth IRA – A Great Plan
• IRA Distribution Rules

College Planning

• 529 Plan Overview
• 529 Plan Details
• 529 Plans as an Estate-Planning Tool

Estate Planning

• Anna Nicole Smith – Do You Have Something in Common?
• Advance Directives – An Important Part of Estate Planning
• The $500,000 Mistake
• Estate Planning – Frequently Asked Questions
• Executors – Frequently Asked Questions
• Do You Have an Estate Tax Problem?
• Living Trusts Simplified
• Three Living Trust Mistakes
• Qualified Personal Residence Trust (QPRT)
• Six Ways to Reduce the Cost of Long Term Care Insurance
• Keeping Control With a Trust
• Give Away $2,000,000
• Should You Have a Dynasty Trust?

Fixed Income

• Bonds Can Be Riskier Than Stocks
• Why You Should Avoid Bond Funds
• Bonds vs. Bond Funds. Which Is Better?
• IRS Taxes on Your Annuity
• Ladder Your Bonds – Take Advantage of Fluctuating Interest Rates

Mutual Funds

• When to Sell a Mutual Fund
• Load vs. No-Load Funds
• Why Brokers Pitch the Worst Funds
• Why Have a Proprietary Mutual Fund?
  

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