by Todd Moerman | Apr 25, 2013 | Doctor/ Dentist, Retired, Working
The first quarter of 2013 was the best Q1 in 15 years! Small Cap up over 12%, Large Cap Value up over 12% S&P 500 up over 10% What great numbers even after a very solid 2012. It is amazing how time tends to smooth out the returns of a portfolio. The financial... 
by Todd Moerman | Apr 4, 2013 | Doctor/ Dentist, Retired, Working
The power of 1%! 1% may sound like “no big deal” but in the world of investing, it is mammoth! Many people today are looking for the magic formula to help them retire or retire early. Unfortunately, there are no “get rich quick” fixes for... 
by Todd Moerman | Mar 17, 2013 | Doctor/ Dentist, Retired, Working
“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.”- Albert Einstein If you are in business, a mid to high level manager or a high-end Account Manager, you need to take investing very... by Todd Moerman | Feb 28, 2013 | Doctor/ Dentist, Retired, Working
Are you thinking about converting your 401k to a Roth 401k? A new provision in the tax code makes it easier to convert a regular pre-tax 401k to a Roth 401k. But before you rush to do this, there are several things you should consider first. a) Look at the basics. ... by Todd Moerman | Jan 23, 2013 | Doctor/ Dentist, Retired, Working
The S&P 500 recovered in 4 1/2 years from the 2008/ 2009 recession. It took nearly 4½ years, but the cumulative wealth of an S&P 500 strategy with dividends reinvested finally reached an all-time record (measured on a month-end basis) in March 2012, and... 
by Todd Moerman | Jan 13, 2013 | Doctor/ Dentist, Retired, Working
2012 Review of Financial Markets. Throughout 2012, nervous investors did not have to look hard for reasons to avoid the financial markets. The daily headlines provided abundant gloom to feed their doubts, but investors who acted on impulse could have missed a...
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