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April 2014

Date Archive

“Rule #1 Never Lose Money. Rule #2 Never Forget Rule #1.” – Warren Buffett Since 2000 the S&P 500® has had two years of declines greater than 20%[1].  In fact going back to 1900, history suggests we can expect a market “correction” (decline) of at least 10% once every 3 or 4 years.  History also […]


In 2010 alone, Americans paid $5.8 Billion in penalties for early withdrawals from qualified plans according to IRS numbers Qualified Plans (like 401(k)s and IRAs) were designed to facilitate saving for later or post-working years.  One of the key benefits is the deferral of taxes.  That’s the carrot.  The stick is a penalty structure that […]