Investor

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

07/23/10 - Total Return Investing: A Superior Solution to Generating Reliable Distributions

Your grandfather invested for income and crammed his portfolio full of dividend stocks, preferred shares, convertible bonds, and more generic...read more

06/18/10 - Golden Rules to Keep Your Gold!

Not a week passes without a new Ponzi scheme or scam emerging. The numbers are staggering. Bernie Madoff set the gold standard with losses...read more

06/18/10 - Independent 401(K): A Top Retirement Vehicle For Sole Proprietors

The SEP-IRA is dead. At least it should be for every sole proprietor who is looking for the best retirement vehicle. There are very...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

05/21/10 - Tax Increases Require Revised Asset Location Strategies

Choosing the location of where your assets are invested can add significantly to your after tax returns.  Most people understand that modern...read more

05/03/10 - Your Complete Guide to Rolling Over Your 401(K) into an IRA

Are you unhappy with your 401(K)?  If you are like most people, then you too are very dissatisfied with your 401(K)’s investment options and...read more

05/03/10 - Teens and Credit

Like all important life lessons, teaching your children to be financially savvy should be taught early on.  Giving them an allowance is usually...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

04/01/10 - Is Dollar Doom Overhyped?

There have been a lot of discussions over the last several years regarding the dollar’s place as the number-one reserve currency in the world...read more

02/26/10 - "The IRS Helps PBGC Recipients Pay for Healthcare"

Here is a headline you don’t expect to hear…”The IRS is helping certain individuals by paying up to 80% of their healthcare premiums in...read more

02/26/10 - Three Great Reasons for Account Consolidation

Longtime investors know that it is easy to accumulate different investments spread out across a number of different accounts held at a varied...read more

02/08/10 - Tax Policy--What Will It Look Like in the Future?

The number-one drag on investment results is taxes, and you can be sure that taxes in the future will be going up given the amount of money that...read more

02/08/10 - Protecting Your Assets Before a Lawsuit

Many people visit an attorney to review their estate plan to ensure assets are distributed according to their wishes.  However, far fewer people...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

01/19/10 - Structured Notes: Buyer Beware!

Forget investing; Wall Street is a marketing and sales machine, and this time it has developed a real stinker of a product that at first glimpse...read more

12/11/09 - To or Through: Issues in Glide Slope Design for Target Date Funds or Portfolios

Target date funds or portfolios are supposed to be a fool proof solution to the employee’s retirement investment planning inside or outside of a...read more

12/11/09 - Currency's Effect on International Returns?

string(124) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag 'literal' (Smarty_Compiler.class.php, line 590)" The falling dollar has been at the forefront of the financial press since the market bottomed out in March and the dollar started...read more

11/20/09 - Are You Protected If Your Insurance Company Goes Belly-Up?

Problem with a bad bank? The FDIC has your back! Had a brokerage account with Bernie Madoff? SIPC has you covered!  Your life insurance company...read more

11/20/09 - 6 Common Misconceptions About Dividends

During periods of low yields and market volatility, more than a few experts recommend dividend stocks and funds. This may sound like good...read more

11/06/09 - Worst Market Decade Ever - Not So!

It's already started. The media is full of blather that this is the worst decade for stocks ever. The corollary is that stocks have failed us and...read more

10/16/09 - Now you see it! Now you don't! The Illusion of Immediate Annuities

A recent study suggests that by adding an immediate annuity to a blend of stocks and bonds, you can increase the chance of “making your money...read more

10/16/09 - What's the value of conflict free advice?

Whenever conflicts of interest exist you can be sure that some people will take advantage of them. The pension consulting business has a...read more

08/21/09 - What's The Minimum I Need To Retire?

Can I retire with $1 million dollars? Of course you can. Truth be told, you might be able to retire with much less. Then again, you might not be...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

07/28/09 - Five Years

Mercer Human Resource Consulting is about to release a white paper documenting that the average 401(K) participant burns through his entire...read more

06/15/09 - Barron's Announcement

Investor Solutions ranked among the top 2% Independent Financial Advisers. Investor Solutions is proud to have been recognized for 2007 and...read more

06/14/09 - 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

06/12/09 - Don't Lose Your Shirt on Mutual Fund Sales

How you report your mutual fund transactions can have a serious impact on the amount of taxes you pay at the end of the year. For those of you...read more