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Posts Tagged "401k"

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2015 Year End Planning Checklist

2015 Year End Planning Checklist       Thanksgiving is here and Christmas is not far down the road. Here are a few tax specific items we recommend you revisit as 2015 draws near its conclusion. Capital gains – If you have a legacy stock you have owned for a…

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Quarterly Newsletter to the Public Q3 2014

“Life’s bills don’t always come at market tops.” Charles deVaulx, International Value Advisors (former co-manager with Jean Marie Eveillard at First Eagle Global) Executive Summary The key thesis of our investment strategy is that a “go anywhere” approach of buying cheap high quality securities is the recipe for investment success….

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Entering Retirement

Entering Retirement

Do you find retirement choices overwhelming?   How do you start your monthly pension and start spending retirement savings?   What about your health insurance?   What do you do with your 401k plan?   What about social security benefits and Medicare? Our Retirement Planning Checklist will help you make…

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2012 Year End Planning List

2012 Year End Planning List

This year will end with great uncertainty, especially in tax planning.  Nonetheless, there are some actions you can take based on what we do know. Capital gains – Capital gains taxes may go up in 2013.  If you have a legacy stock you have owned for a long time that…

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Target Date Funds Might Not Deliver Retirement Bliss

Investors, mired in uncertainty, often make the easy choice by selecting a “target date” fund based on their expected retirement date, especially in their 401ks.  They do so because they must this will increase their odds of having funds they need to spend in retirement.  Robert Arnott looked at these and found…

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