The great Greek Grexit and you

Will Greece leave the EU?  It’s more likely not a question of if, but when.  More importantly, should you as an investor concern yourself with the occurrence? If the scenario plays out like the Asian Financial Crisis or the Russian Flu, we could see ~10% correction in...

Back to School

I love summer time. The days are long, the garden is growing at full steam, and the sounds of youthful enterprises fill the air from nearby parks and municipal pools.   Usually about mid-July I find myself reconciling the successes and failures of my gardening...

Inertia

The Law of Inertia I am an avid fan of science, especially physics.   Why?  Because every aspect of our very existence flow from the fundamental laws of physics.  From biological to radiation and thermodynamics, there is a law summarizing the general properties and...

Uncertainty

It may seem strange, given the performance of the stock market this past year, to consider the prospects of corporate downsizing and restructuring.   On the surface it appears that record profits are being had, and companies should be embarking upon hiring binges. ...

The pro rata rule and you

The “pro-rata rule” and IRA conversions. Are you contemplating funding a non-deferred IRA and then effecting a Roth conversion in 2014 because your income level exceeds the phase-outs for funding eligibility?  If so, you may want to pay attention to the pro-rata rule...