• Treat or Treat as Stocks are Up for October

    Stocks are up with Halloween fast approaching.

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  • Pop Goes the Nasdaq

    There certainly was a huge dichotomy when it came to the equity markets this past week, as on the one hand we had outstanding results for some of the big technology names, while on the other hand, we had the stagnation of the big banks thanks to new worries surrounding the mortgage foreclosure pr

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  • The Good Times Keep Rolling

    Even with the disappointing jobs report this past Friday, the good times just keeps on coming for equity investors, as all the major indexes finished in the black for the first full trading week of October.  It was a week where we saw declines in both government jobs and private sector jobs, yet

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  • The 401k Plan Beneficiary Payout Issue

    How does your 401k plan dictate beneficiary payouts? Some retirees have chosen to leave their retirement assets sitting in their 401k plans instead of rolling it over to an IRA once they retire.

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  • A Sizzling September

    The temperatures in Alabama weren’t the only thing that was hot during the notoriously scary month of September, as equities posted their best September in nearly 71 years.

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  • Do you owe Gift Tax?

    Do you owe Gift Tax? Most people aren’t even aware a Gift Tax actually exists! Well, for simplistic purposes, gift tax is a tax placed on any gifts, which you have given to someone while you are still living.

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  • Bulls Continue To Stampede

    While it certainly wasn’t as convincing as Alabama’s victory over the Duke football team this past weekend, the stock market ‘bulls’ continued to stampede ahead this past week as all the major indexes finished higher.

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  • September Rally Continues

    Who said September is the scariest month for the markets? Out of the seven trading days of the month so far, six have been positive. Stocks have moved out of their August doldrums and have moved steadily higher in September thanks to a series of encouraging signals on the strength of the U.S.

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  • A Labor Day Bounce Back

    What a difference a month makes! Stocks snapped back from a dismal August, and over the course of the first three days of September all the major equity indexes picked up solid ground just when the markets were looking at a ‘fourth and long’ situation.

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  • Is Your Will Worthless?

    Is your Will worthless? While a wonderfully drafted Will helps to transfer wealth and hopefully minimize inheritance tax, a Will without proper estate planning can sometimes become worthless.

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  • A Rotten Week Ends With A Huge Upward Reversal

    The key word for this past week's stock market action could be summed up in just one word: reversal. The whole week came down to just one 90 minute stretch this past Friday – from 7:30 a.m. to 9:00 a.m.

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  • Eight Questions to Ask About Roth IRA Conversions: ADVICE Column

    In a previous article, I couldn't tackle all the issues associated with this complicated conversion dilemma, nor can I completely finish them here.

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  • Social Security in Trouble

    Recently a question was asked to Barack Obama about Social Security. The President remarked: “So here’s the thing. Social Security is not in a crisis.” Hold up a minute, maybe the President has not read the Trustee’s of Social Security Annual report issued August 5th 2010.

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  • Dying Without A Will

    What happens if you die without a Will? Well, really no one dies without a Will, because if you haven’t created one for yourself the state you live in will.

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  • The Dog Days of Summer Cause a Volatile Week

    It was another wild and volatile week in the equity markets this past week, although the turbulent activity was tempered somewhat by the lack of trading volume. Stocks started out the week on a weak note, and rebounded slightly to end mixed on Friday.

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  • Friday the 13th Comes Early

    Friday the 13th of 2010 actually came this past Wednesday, when the stock market began to panic over a possible double-dip recession when the Federal Reserve issued another warning about our nation’s weak economic conditions.

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  • Stocks Muted By Poor Jobs Report

    Stocks were sent reeling southward this past Friday as the monthly jobs report was disappointing to say the least, and raised fresh worries about economic weakness and the risk of deflation.

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  • Red Hot July Stocks

    The temperatures in Alabama weren’t the only thing that was hot during the month of July. All of the major equity indexes were higher by around 7% for this past month, the biggest month investors have enjoyed since a year ago.

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  • 2010 Fi360 Article Competition Winner - Andrew D. Rice

    Andy recently won Fi360's article competition for the article he wrote "Roth Conversion - T

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  • Roth Conversions - "The Gamble of a Lifetime"

    This Article actually won Andy the coveted "2010 Fi360 Article Competition"

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