REFER THIS NEWSLETTER TO A FRIENDNewsletter Archive (List of previous newsletters and article headlines)
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- Friday September, 7 2007
- Never Underestimate the Benefits of Long Term Discipline
- Dealing With Market Volatility
- Reverse Mortgages: Approach with Caution!
- We Made the List!
- Friday August, 17 2007
- Roth 401(K) Distribution Rules
- Value Investing vs Growth Investing - Who are the winners?
- The Case Against Gold: Morningstar Series
- Tuesday July, 31 2007
- Cleaning Up Your Credit Card Debt
- Listen to Cathy Pareto on Total Picture Radio
- More Hedge Fund Woes
- Let Us Help You With Your Investments
- Listen to Frank Armstrong on Total Picture Radio
- Friday July, 6 2007
- Equity Indexed Annuities
- Social Security: When to take it – Early or Normal Retirement Age?
- Applying Our Lessons - Morningstar Series
- Providing Investment Management for:
- Wednesday June, 20 2007
- Retirement Plan Solutions for Your Small Business
- Time For A Little R&R - Morningstar Series
- Beyond the Expense Ratio
- Wednesday May, 23 2007
- Re-Introducing the Efficient Frontier
- Monte Carlo Simulations: Jackpot or Russian Roulette?
- Improve Your Portfolio: Think Value - Morningstar Series
- The Informed Investor
- Monday April, 16 2007
- Adding Small Caps To Your Portfolio: Morningstar Series
- AMT - Alternative Minimum Tax How it may soon affect you!
- Investing In Your Values
- Does Your 401K Need an Upgrade?
- Friday March, 30 2007
- The Price of Your Vice
- Does Your Financial Advisor’s Credentials Really Establish Financial Excellence?
- Adding International Equities To Your Portfolio: Morningstar Series
- More than Investment Management
- Monday March, 12 2007
- Long Term vs. Short Term Bonds: Morningstar Series
- Technical Analysis: Fruitful or Pointless
- Value Or Growth Investing – Whose Style is Better?
- Return, Risk and Probability of Success
- Wednesday February, 28 2007
- Style is Good, Style Drift, Not So Much
- The IRS Rains on the IRA Parade
- Asset Class Investing: Investing for Keeps Series
- Did You Know?
- Tuesday January, 23 2007
- Experience the difference
- Can REITs Continue To Outperform?
- Navigating the IRS’s Early Withdrawal Maze
- Overview of the Kiddie Tax and its Implications
- Tuesday December, 19 2006
- How a Weakening Dollar Helps Your Foreign Investments
- How Health Savings Accounts Impact Your Retirement
- Happy Holidays from All of us at Investor Solutions, Inc.
- Cruise Control Options for Your Portfolio
- The Strategic Advantage
- Monday December, 4 2006
- Cheers to a Debt-Free Holiday Season!
- Valuable Year End Tax Planning Strategies for Investment Assets
- Beyond Index Funds: Core Funds
- Keep Time On Your Side
- Find Out More About Our Services
- Tuesday November, 21 2006
- Fundamental Indexing
- The Informed Investor " A Must Read"
- 2007: The Year You Get In Shape...for Retirement
- Taxes: The Natural Enemy of Investors
- The Strategic Advantage
- Monday November, 6 2006
-
How Much Diversification is Enough?
- How the Pension Protectoin Act of 2006 Will Affect Your Retirement Plan (part 2)
- Is the Morningstar Rating System All It's Cracked Up to Be?
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- Saturday October, 21 2006
- Important Legal Updates You Should Know About your IRA's
- Paying For College: Making It All Come Together
-
Is the Stock Market Doomed When Baby Boomers Retire?
- Experience the Knowledge and Service of our Professional Team
- Monday October, 2 2006
- Another One Bites the Dust!
- How the Pension Protection Act of 2006 Will Affect Your Retirement (Part 1)
- Reverse Mortgages: Approach with Caution!
- Monday September, 11 2006
- How to Compare Risk Adjusted Returns
- College & Financial Aid: How to Qualifiy
- Are Hedge Funds Right For You?
- Modern Portfolio Theory: The Watershed Event in Modern Finance
-
Investment Management Done Right
- Monday August, 14 2006
- Investing and Wars
- 2010 The Year of the Roth IRA
- Pension Protection Act of 2006 -- A Mixed Bag
- How to Avoid A Medical Financial Disaster
- Investor Solutions, Inc.
- Monday July, 24 2006
- The Future for Boomer Women Looks Grim
- Stripping the ETF
- A Simple Yet Powerful Risk Control Strategy
- Go Easy on Home Equity Loans
- Investor Solutions, Inc.
- Friday July, 7 2006
-
Suspension of Disbelief
by Frank Armstrong, CFP, CLU
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Baby Boomers Are Failing To Catch Up
by Gwenaelle Romain, CFP
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What Motivates Investors?
by Cathy Pareto, CFP, MBA, AIF
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Turbulence - The View From the Cockpit
by Frank Armstrong, CFP, CLU, AIF
- Friday June, 16 2006
-
Risk and Return in Bonds
by Frank Armstrong, CFP, CLU
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IPO’s: A Great Investment Opportunity or a Sucker’s Bet?
By Cathy Pareto, MBA, CFP, AIF
- Do I Save for College or Retirement? Why Not BOTH?
By Lindsey R. Hansen, MBA
-
Five Ways to Transfer Wealth to Your Spouse
by Ana Maria Martinetti-Katz, CPA, MBA
- Friday June, 2 2006
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Why Don’t Investors Tilt More?
by Frank Armstrong, CFP, AIF
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Hail to the Prenup!
by Gwen Romain, CFP
-
Not All Commodity Indexes Are Created Equal
(Part One of a Two Part Series)
by Richard Feldman, CFP, MBA, AIF
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At What Age Should You Buy Long Term Care Insurance?
by The Financial Planning Association
- Tuesday May, 16 2006
- Should Interest Rate Forecasting Be a Part of Your Bond Strategy?
- Do You Know Your ABCs?
- Mortgage or No Mortgage? That is the question..
- Five Key Cost Factors To Consider When Buying Long Term Care Insurance
- Listen to Frank Armstrong's Interview On Landed.fm
- Friday April, 28 2006
- Fire Uncle Sam as Your Partner
- A Trust As An IRA Beneficiary?
- My Eureka! Moment
- A Better Model for Divorce
- Experience the Knowledge and Service of Our Team
- Monday March, 27 2006
- Fire Your Advisor and Hire My Dog!
- The Biggest Retirement Tax Break You Never Heard Of
- Retirement Planning for Self Employed Professionals
- Charitable Gifting Part II
- Helping You Meet Your Long Term Financial Goals
- Friday February, 17 2006
- Small Cap Stocks: Will they continue to outperform?
- I Don't Have a Thousand Years
-
Did You Know?
- Financial Planning Considerations for Unmarried Couples
- Charitable Gifting Part I
- Tuesday January, 17 2006
- IBM Pension Freeze: Is This The Tipping Point?
- Top 10 Stupid Investment Tricks
- Asset Location Is As Important As Asset Allocation
- Closed-End vs. Open-End Mutual Funds
- Experience the Knowledge and Service of Our Team
- Monday December, 12 2005
- Hedge Funds As Pension Investments
- Roth Conversions for Retirees
- A Primer On Charitable Donations
- MY INVESTMENT ADVISOR
- Monday October, 17 2005
- It's BAAACK! Inflation Rears Its Ugly Head
- Preparing Financially For Disaster
- Financial Knowledge for Divorcing Couples Part II
- Experience a Higher Level of Service
- Roth Conversions for Retirees
- Tax Efficient Methods of Gifting
- Thursday September, 1 2005
- Equity Linked CD's Meet the Regulators
- Financial Knowledge for Divorcing Couples: Where Do You Start?
- Roth 401(k) or Traditional 401(k) - Which One is Right for You? Part II
- Will Your Family Be Taken Care of When You Are Gone?
- Experience the Difference
- Wednesday August, 3 2005
- An Income You Can Never Outlive
- Coming Soon: The Roth 401(K)
- Interest Only Loans - Are They Right for You?
- Uncovering Income Sources for Widows Part II
- Beyond Indexing
- Experience the Knowledge and Service Of Our Team
- Tuesday July, 12 2005
- Understanding Investment Measurements
- Tracking Errors Cost Billions of Dollars a Year
- What To Do When You Are In Between Retirment Plans
- Uncovering Income Sources for Widows
- Paladin Registry gives Investor Solutions, Inc. 5 Stars
- Wednesday June, 8 2005
- How To Prepare For Retirement: Transitioning from Accumulation to Distribution Phases
- Not All Indexes Are Created Equal
- Bankruptcy Legislation Part II: Making Sense of the New Code and IRA Protections
- The Consulting Scam
- Tips for Financially Helping Your Children...Even When They Are Adults
- Visit Our Retirement Center
- Tuesday May, 17 2005
- Price Wars Help Individual Investors Increase Wealth
- Social Security Alternatives
- Making Sense of the New Bankruptcy Code and IRA Protections
- IRS Eases Retirement Account Rollover Nightmares
- Brilliant But Not Free!
- Career Opportunity
- Investing For and During Retirement Is What We Do
- Tuesday April, 19 2005
- Social Security Reform - A few modest suggestions
- Understanding Beta and Market Risk
- Small Stocks Large Effect
- Protecting Yourself Against Identity Theft
- Do You Know What Your CPI Is?
- Visit Our New Retirement Planning Center
- Monday March, 28 2005
- Social Security Reform in Other Countries
- How Interest Rate Changes Affect Bond Prices
- Portfolio Turnover Can Lead to Lower Investment Returns
- Who Can You Trust?
- Inheriting IRAs Is A Tricky Process
- Get The Strategic Advantage - Advertisement
- Wednesday March, 2 2005
- A Social Security Primer II
- Keeping Uncle Sam Out of Your Pocket
- Finding The Superior 529 College Savings Plan
- Retirement Planning for Women
- Let Us Handle Your Retirement - Advertisement
- Tuesday February, 15 2005
- A Social Security Primer
- The Effects Of A Weakening Dollar On Your Foreign Investments
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Can REITs Continue to Outperform?
- The Gift of all Gifts - Charitable Deductions
- Thursday January, 27 2005
- New Look and Feel
- David and Goliath: Will Small Cap Stocks Make It Seven In a Row?
- Should You Invest In Individual Bonds or Bond Mutual Funds?
- Risk and Reward 2: Another Look
- Changing Jobs, Retirement, and your 401(k)
- Five Key Factors To Consider When Buying a Long Term Care Policy
- Monday December, 13 2004
- Risk and Reward Part I
- Year-End Tax Planning for Investment Assets
- Is The Stock Market Doomed When Baby Boomers Retire?
- How About Another Tax Break?
- Happy Holidays!!!
