Fri, August 28, 2009
SIMPLE IRA plans give small employers an easy way to make employer matching contributions to an employee's retirement plan. The administration of these plans is much simpler for employers than most other retirement plans, but SIMPLE IRAs involve twists and turns that can be confusing for the employees who own the accounts. Read the full article
Fri, August 21, 2009
Announcements of new exchange-traded funds arrive in my e-mailbox almost daily, but today’s seemed ironically timed: a new inverse ETF tied to the performance of twenty-year Treasuries. Read the full article
Thu, August 20, 2009
The coming change in Roth IRA conversion rules has been discussed (seemingly) endlessly in the financial planning community, especially lately. What follows is a short summary of how the conversion laws will change. In future posts, I'll write more about the considerations that should go into a Roth IRA conversion decision. Read the full article
Tue, August 18, 2009
The SEC issued a joint warning with FINRA today about the risks of leveraged and inverse ETFs for retail investors. Read the full article
Sat, August 15, 2009
Yesterday the Bureau of Labor Standards provided a CPI update through July 2009. Prices seem to be firming, but no clear pattern has yet emerged. Read the full article
Mon, August 10, 2009
Last week I received an email that really annoyed me. It was an invitation to a seminar on how to use celebrity endorsements as a marketing tool. Read the full article
Fri, August 07, 2009
For several years Massachusetts, like many states, has had a summer tax holiday weekend – sort of like Christmas in August. This year, the Grinch has come to the Bay State. Read the full article
Wed, August 05, 2009
The National Association of Personal Financial Advisors (NAPFA), of which I’m a member, is launching a free consumer education webinar series this week. Read the full article
Wed, August 05, 2009
Probably we could have avoided last year’s economic crisis if only everyone had watched Saturday Night Live a few years ago. Read the full article
Add to Technorati Favorites
Return to The FFS Blog Home Page



And now, to keep my lawyers happy: This site is for educational and informational purposes only. Nothing contained here should be construed by anyone as an invitation or solicitation to buy or sell any security. This site does not contain personalized legal, tax, investment, or financial advice. Users of this site should consult with a qualified adviser to obtain advice suited to their personal circumstances. Any links provided here to other web sites are for informational purposes only. We take no responsibility for the accuracy or content of linked sites.
COPYRIGHT THOMAS A. FISHER © 2008 - 2009