Posts By: fleecingcentral

30 Jan 2012 No Comments

4Q2011 IWM Investment Insights Newsletter

Please check out our Quarterly Newsletter linked below: 4Q2011 IWM Investment Insights Newsletter

5 Jan 2012 No Comments

2012 Annual Limits and Key Data

College for Financial Planning publication of 2012 Annual Limits Relating to Financial Planning. 2012 Annual Limits and Key Data (click here)

22 Dec 2011 No Comments

Unwelcome First Looms for Gross

Wall Street Journal article by: Min Zeng Pimco fund is set for first annual outflow. Pimco’s Total Return Fund has underperformed the market benchmark of 7.86% with a sheepish 3.79% […]

13 Dec 2011 No Comments

Believe it or not, portfolio diversification has worked

Article written by: USA Today’s Matt Krantz Diversification has turned into a dirty word with many investors saving for retirement. It looks great on paper. Diversification is the hailed financial […]

13 Dec 2011 No Comments

Finding an Adviser

A Wall Street Journal article outlining how to pick your first Financial Adviser. By: Rachel Louise Ensign Read Full Article Here…

30 Nov 2011 No Comments

Keeping Market Volatility in Perspective

When markets are volatile, sticking to a long-term investing strategy can be a challenge. To keep the ups and downs in perspective, it might help to look at past market […]

21 Nov 2011 No Comments

Social Security and Medicare Figures for 2012

Linked below is an article explaining the Social Security and Medicare Figures for 2012. 2012 Social Security and Medicare Figures (click here)

10 Nov 2011 No Comments

IWM Planning News November 2011 Edition

In this issue: • Why Does Europe Affect Your Portfolio • Long-Term Care Planning Is Important for Women • Factoring Health Care Costs into Retirement Planning IWM Planning News November […]

2 Nov 2011 No Comments

3Q2011 IWM Market & Economic Summary

3Q2011 IWM Market and Economic Summary (click here)

1 Nov 2011 No Comments

3Q2011 IWM Market Analysis

Our Quarterly Market Analysis going over our concerns and interesting points we found insightful over the third quarter of 2011. Please click here for 3Q2011 Market Analysis…