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custodian

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So far custodian has created 53 blog entries.

Too Big to Save

Do you have a good investment opportunity for your retirement funds? Just make sure that it’s not too good, because otherwise the government might feel bad. What the Government Saw Here’s the deal. The GAO (Government Accountability Office) just released a study in which they took a good long look at IRA accounts and [...]

2018-08-22T07:48:36-05:00 November 24th, 2014|Financial News|

Sell-offs, Brain Scans, and Lawyers – Oh My!

Here are some of the latest must-read news items for retirement investors. 1. The Great Market Sell-off As you already know, the beginning of October saw an absolutely epic sell-off on the stock market. If you were not aware of this, you will be when you see your next statement. (If you need a [...]

2018-08-21T09:31:10-05:00 October 8th, 2014|Financial News|

The Perfect Storm for 401(k)s

In the chaotic system that is our weather, we sometimes see all the elements come together to produce an extreme event. According to Wikipedia the phrase was popularized by the title of the bestselling book “The Perfect Storm” by Sebastian Junger. In the storm described there, the three contributing factors were warm air from [...]

2018-08-22T07:44:58-05:00 September 11th, 2014|Financial News|

Conservatively Alternative

Bloomberg reporter Meghan Morris recently brought to light a new asset trend for investment firms. Rather than going after the spectacular success that can come with playing the stock game, many are turning to alternative assets such as real estate and private equity. And they’re doing so for what seems to be a counterintuitive [...]

2018-08-20T16:54:52-05:00 August 7th, 2014|Financial News|

Tap Your Retirement Fund Without Incurring a Penalty

Maybe it’s just a sign of the times, but in recent years we’ve seen a spate of articles dealing with early withdrawals from retirement plans. People are out of work, expenses are going up, and few people still have rainy day funds that they can tap. In general it seems that the proverbial ends [...]

2018-08-21T09:57:37-05:00 July 15th, 2014|How To|

The Cobra Effect in Retirement Investing

Profit is good. Unless, of course, it’s not. Here’s the deal. Everybody responds to incentives, and one of the top incentives is the ability to put a few bucks in your pocket. That’s why you go to work, that’s why people produce products for you to buy, and that’s why mothers still qvell over [...]

2018-08-21T11:47:30-05:00 June 20th, 2014|The Idea of Business|

The Rollicking Renegade of Retirement Rollovers

It’s one thing to break the law. It’s quite another to do it under IRS guidance. In a recent WSJ article by ace Laura Sanders, we find out all the details about how the IRS actually paved the way for an infraction of U.S. tax law. Here’s how it went down. It started with [...]

2018-08-22T07:47:35-05:00 May 15th, 2014|Financial News|

Investment Fads – From hula hoops to search engines

Quick! Your money and your retirement rely on giving the correct answer to the following question. Which of the following is just a passing fad: Social Media Search Engines Smart Phones Streaming Video There are a number of major blue chip companies that are betting on each of these products continuing their hot ubiquity. [...]

2018-08-20T17:14:14-05:00 April 23rd, 2014|Financial News|

Can the Polar Vortex Explain Your Retirement?

3 Truths for the Proactive Investor from the World of Weather Forecasting A recent article in the Wall Street Journal by Ben Eisen highlighted ten things that a person may not know about weather forecasting. This article was obviously easy pickings for the writer. The average joe around town knows more about the now [...]

2018-08-20T16:50:06-05:00 February 18th, 2014|Financial News|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.