Archive for January, 2010


Your Annual Financial To-Do List

Icon Provided by Joseph Regenstein IV, CMFC on January 4, 2010

Things you can do before and for the New Year.
The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2010? Try to specify the goals you want to accomplish. Think about the consistent investing, saving or budgeting methods you could use to [...]

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Tags: ira contribution, personal finances, roth conversion, roth ira conversion, roth iras


Economic Update for January 2010

Icon Provided by Joseph Regenstein IV, CMFC on January 1, 2010

Quote of the month. “It is a rough road that leads to the heights of greatness.” – Seneca
The month in brief. Many things went north last month: stocks, retail sales figures, mortgage interest rates, the U.S. Dollar Index, and the prices of many commodities. Some things went south – most notably the jobless rate and [...]

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Tags: core cpi, economic health, gold and silver, health care reform, personal incomes