Archive for the ‘Investment Management’ Category


How Fast the Markets Recover

Icon Provided by Joseph Regenstein IV, CMFC on February 5, 2010

A look at how the markets have rebounded through the years.
The stock market is amazingly resilient. You might be surprised at how fast the stock market can change … for the better. Let’s look at how the market has recovered remarkably – and quickly – from some notable downturns.
2008-2009. The collapse of the subprime mortgage [...]

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Tags: Economics, Equities, Financial economics, major U.S. indices, Stock market, Stock market crashes, Wall Street Crash


Roth IRA Conversions For 2010

Icon Provided by Joseph Regenstein IV, CMFC on February 2, 2010

In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion.1 Should you do it? Here’s why it may (or may not) make sense for you to go Roth next year.

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Tags: beneficiaries, beneficiary, distributions, heirs, IRA, ira assets, irs, life expectancy, minimum withdrawals, older investors, retirement, Roth, roth ira conversion


Preferred Stocks, a special category of securities worth exploring.

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

Stocks that tend to pay sizable dividends. Institutional and individual investors buy preferred stocks because they offer fixed dividends – in fact, dividend yields are typically greater than those of common shares.1
Preferred stocks are occasionally called hybrid securities, because they have characteristics of debt instruments as well as equities. Let’s review some of their features [...]

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Tags: personal finances, retirement income, retirement plans, retirement readiness, retirement savings, stocks, stocks and bonds