Robert's Articles

03/02/12 - Trust Beneficiaries for IRAs: Does it Make Sense

While naming a trust as the beneficiary of an IRA can be an effective way to manage the distribution of your IRA after death, it can also...read more

11/21/11 - BusinessNewsDaily.com quotes Robert in the article "Safe Harbor 401(k) for Small Business"

Robert was quoted on businessnewsdaily.com. Click here to read the full article.read more

10/26/11 - Investopedia has published Robert's article "Tips for Handling Sudden Wealth"

Robert's article "Tips for Handling Sudden Wealth" was published on Investopedia.com. Click here to read the article.   read more

10/24/11 - Investopedia has published Robert's article "Top 5 Critical Retirement Plan Mistakes to Avoid"

Robert's article "Top 5 Critical Retirement Plan Mistakes to Avoid" was published on Investopedia.com. Click here to read the article.read more

09/15/11 - Did you inherit an IRA or other retirement account in 2010? Time to review beneficiaries!

Did you inherit an IRA or other retirement account in 2010? There are a number of requirements and deadlines you MUST be aware of. Failure to meet...read more

08/01/11 - Tips for Handling Sudden Wealth

There is nothing like the feeling of getting an unexpected sum of money.  That joy is magnified when the amounts are six, seven, eight digits or...read more

03/18/11 - Use Your IRA Charitably with the QCD

2010 was a contentious year in American politics with the Democrats and Republicans battling over the extension of Bush-era tax cuts which would...read more

10/12/10 - Charitable Gift Annuities

A charitable gift annuity (CGA) offers donors the opportunity to convert non-income producing assets to a guaranteed lifetime income, reduce risk...read more

07/23/10 - Making Charitable Gifts from Your Retirement Plan

Many investors have accumulated significant sums in their qualified retirement plans like IRAs, 401(k)s, and 403(b)s.  If you are in that camp,...read more

05/21/10 - Private Foundations

Private foundations are a staple of our country’s philanthropic history and its future.  For years, they have provided a mechanism for...read more

04/01/10 - Uncle Milty a charity case? Probably not for the IRS!

Paying Uncle Milty’s rent for the last 3 months buys you lots of points in the family, but you don’t get any recognition or benefit from the...read more

01/19/10 - Why Give to Charity?

Americans are a generous lot.  Official figures for charitable contributions to 501(c)(3) organizations tally just above $300 billion annually. ...read more

09/18/09 - Rules for Post-Recession Investing

Despite the pundits' pronouncements of green-shoots or signs that the economy is on the mend, many investors remain scarred and understandably...read more

07/28/09 - Risk Tolerance is Relative

It is as predictable as the rising or setting of the sun, investors buy when the market is making new highs and sell when the market is making new...read more

06/12/09 - Strategic and Tactical Asset Allocation: What's the difference?

Two thousand and eight was a remarkable year.  Equity markets, commodity markets and corporate debt markets declined in unison leading many...read more

12/18/08 - Search for Gains in IRA Losses

This year’s challenging market environment presents investors with some unique opportunities to turn lemons into lemonade if the situation is...read more

11/07/08 - The Muni Opportunity: Fact or Fiction?

The media is heralding the relatively attractive yields available today in the municipal bond arena. This is measured by comparing the yield...read more

09/19/08 - The Silver Lining in a Market Downturn

Market downturns are no fun but for the long term investor with taxable accounts and a solid investment management plan, they present the...read more

08/01/08 - Don't Forget Commodities When Diversifying

By now, most investors are familiar with the importance of diversification when constructing their portfolios. Investment management firms,...read more

05/23/08 - Keep Your Fixed Income Boring

Towards the end of 2007, many investors, fearful of equity market volatility, sought refuge in short and so-called ultrashort bond funds. The word...read more

03/05/08 - 130/30 Mutual Funds: Don't Believe the Hype

Do these times of increased market volatility have you wondering, "How can I protect myself from market downturns?" If so, the wizards of Wall...read more

02/06/08 - Target Date Funds: Panacea or Hallucinogen

2008 should be a banner year for Target-Date Retirement funds. After a slow start in the early 90s, this category of funds has grown rapidly to...read more

12/12/07 - International REITs - A Great Diversification Opportunity

International real estate investment trusts ("REITs") represent an excellent opportunity to extend your portfolio's diversification and...read more

11/06/07 - Qualified Charitable Distributions - Time is running out

Exactly one year ago, a colleague of mine, wrote an article for this newsletter regarding important legal updates to IRAs (click here for...read more