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The recent 5 percent stock market rally, as measured by the S&P 500, was driven primarily by a positive start to the third quarter earnings season. A number of companies gave us just what we were looking for by posting better than expected sequential revenue growth and a high 74% of companies are beating expectations.
During the past two quarters, the stock market moved sideways in the two weeks prior to the start of the earnings season then rallied as the reports came in. This pattern appears to be unfolding again this season.
While we are excited by the prospects for a renewed rally in the stock market, we are vigilant for signs that the tailwind of extraordinary market support provided by the Fed could turn into headwind with negative consequences for investors. One indicator we are... MORE
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| CLICK HERE to get your free copy of our retirement booklet, “Imagine what you can achieve. The Essential Guidebook on Strategies for Your Life, Your Finances, and Your Future.” In this booklet, you’ll learn more about retirement strategies and options for your future. |
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CLICK HERE for your FREE Financial Review. We place a high priority on mutual trust in our client relationships, we offer this free analysis to help us both decide if we are a good fit. |
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Financial Planning:
Roth Conversions
Currently in 2009, you are not eligible to convert a Traditional IRA to a Roth IRA if your joint adjusted gross income exceeds $100,000 or if you are married and file separate tax returns... MORE |
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Tax Planning:
Education Tax Breaks
The 2009 American Recovery and Reinvestment Act added several new tax law changes, two of which dramatically improved the tax savings available for qualified college education... MORE |
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Insurance Insights:
Choosing a Beneficiary
Something we often observe among client couples who are nearing retirement, or those who are already enjoying retirement, is that a significant portion of the couples’ qualified assets... MORE |
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Investment Management Updates:
How Far Have we Come?
As the threat of a Lehman Brothers bankruptcy grew last September, many money-market fund managers were wary but not worried.Their industry had quietly grown to become... MORE
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Thoughts from Bruce Helmer:
Get and Stay Healthy
No matter how efficiently you use money to pursue your goals, good health will help you enjoy the journey. For that reason, indulge me as I pause for a moment to think about... MORE |
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Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating Target. This month's puzzle... MORE |
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Upcoming Events:
As most of you know, one of our main goals is to educate our clients and our community. We look forward to seeing you at an upcoming seminar... MORE |
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Minnesota: Blaine, Brainerd, Burnsville, Chaska, Duluth, Edina, Mankato,
Oakdale, Plymouth, Rochester, St. Cloud, and Vadnais Heights
Iowa: West Des Moines – North Dakota: Fargo |
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