Eric Hagen 6/12/12 Eric Hagen 6/12/12

If Interest Rates Rise, What Happens to Bonds?

We have seen an epic “flight to safety” this spring. In April alone, $20.6 billion moved into bond funds, according to Lipper. In the same month, $12.7 billion left stock funds (which marked the 12th consecutive month of net withdrawals).1

Eric Hagen 5/21/12 Eric Hagen 5/21/12

IRA Dates & Milestones to Remember

IRAs come with complex rules and regulations. As these rules and regulations are occasionally forgotten or misinterpreted by IRA owners, here is a refresher.

Eric Hagen 4/25/12 Eric Hagen 4/25/12

You Can't Hide in Fixed Income

When is being risk-averse too risky for the sake of your retirement? After you conclude your career or sell your company, you have a right to be financially cautious. At the same time, you can risk being a little too cautious - some retirees invest so timidly that their portfolios barely yield any return.

Eric Hagen 2/23/12 Eric Hagen 2/23/12

Obama's Proposed 2013 Budget & the Taxpayer

The wealthiest taxpayers could be hit hard if the tax hikes in President Obama’s 2013 federal budget proposal become law. The good news is that the tax changes outlined by the President in mid-February may be softened by eventual bipartisan compromise. As currently proposed, they would impact the wealthiest Americans on several fronts.