Archive for November 2013

Do You Have an Exit Stategy?

The Dow Jones briefly hit 16,000 for the first time ever this Monday. As we have discussed in previous posts, many credit some of the rise in the markets to the Federal Reserve’s stimulus programs. In the recent months, investors watched, waiting to see how much longer the fed will keep this program going. And…

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Will your Legacy Plan Create Unintended Problems?

We will be having a free evening with the author to discuss Legacy Planning, an essential component of an effective retirement plan and an important topic from my most recent book and local TV show, Redefining Retirement. The event will take place Tuesday, November 12 at 5:30 p.m. at the Hyatt Place in Reno.   What many people do…

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The bulls sure are running in 2013!

Did you know that this year: Every single day the market has been up this year compared to where it ended last year.  That’s pretty amazing! Did you also know that in the past 30 years, September and October have only been up 4 other times.  In other words, 5 years (this year and the…

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