There was a time when 2010 was considered the year of perfect storm conditions for converting traditional IRAs (including SEP-IRAs and SIMPLE-IRAs) into Roth accounts. Previous income restrictions on Roth conversions were removed (even billionaires can convert under the current rules). On top of tha...
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We wanted to share this article that appeared over the weekend in the Arizona Republic’s Business and Money section. It covers the topic of rebalancing and our advisor, Michael Grosso, is quoted in the article. We spend a lot of time talking about and educating the benefits of rebalancing, s...
This article is written by Weston Wellington Over the course of a lengthy and illustrious business career, Warren Buffett has offered thoughtful opinions on a wide variety of investment-related issues—executive compensation, accounting standards, high-yield bonds, derivatives, stock options, and s...
Please click the following link to access the fourth in our series of educational pieces, written by Hank Peck, CFP®, one of the wealth advisors in our Tucson office. Back to Basics #4...
Please click the link to access the third in our series of educational pieces, “Investing vs. Speculating”, written by Guy Holman, CPA, CFP®, an advisor in the Denver office of TCI. Back to Basics #3...
For the twelve-month period ending May 31, 2011, equity investors around the world enjoyed the equivalent of blue skies and bright sunshine while the economic news was partly cloudy at best. Among forty-five developed and emerging-country stock markets tracked by MSCI, all but four had double-digit ...
The financial services industry has recently been entrenched in a great deal of debate regarding some proposed changes to the way that independent advisors and brokers are regulated. One of the big points in the debate is the use of the term fiduciary. In the current debate, fiduciary is being u...
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