Many investors are being drawn into long term corporate bonds while not fully understanding the risks associated with this type of investment. As you will learn, the general idea of fixed income investments are for security and stability in your portfolio. While a bond seems to be more secure than stocks, the truth is in [...]

The talk of 2010 is the ability to convert your Traditional IRA to a Roth IRA and spread the taxes out over a two year period. What are the pro’s and con’s of such a move? Is it right for everyone? Since we all believe taxes will go up in the future, doesn’t it make [...]

Bryan and Jim continue discussion about 401k plans and the high fees associated with choice vs. the lower fees of trustee directed plans. For most plans under $6 Million Dollars, the costs of 401k plans can be rather prohibitive, ranging in the 2.5% to 3.5% category when all costs are figured in. In many cases [...]

401k Plans and Pension Plans are typically some of the highest cost plans in the industry.  Most small business owners and pension plan board members are ‘unaware’ of the rules and responsibilities that come with administering a 401k/pension plan.  Don’t fall prey to brokerage firms trying to sell their plan designs with mutual funds and [...]