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Tax Tips for 2012

Tax Tips for 2012

on March 16, 2012 in On The Horizon

When reviewing the impact of taxes on your investments, it is important to understand that many items currently in the federal tax code are scheduled to expire after December 31, 2012. Although future actions to amend tax rules are anyone’s guess, keeping abreast of developments in this area may be to your advantage. Consider the following [...]

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reevaluate your investing

Is It Time To Reevaluate Your Approach To Investing?

on February 17, 2012 in Investing

If you are like many investors out there, you may be watching key financial markets from a distance, still unsettled by the downturn of several years ago and left wondering about your investment strategy. This is not the moment to be passive—now is a great time to assess your situation, explore the current landscape, and [...]

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ETFs Take a Turn Toward the Exotic

on October 24, 2011 in Investing

Of the top-selling ETF strategies to emerge on the investment scene in 2011, many are first-of-their-kind innovations. For instance, the Asia Local Debt ETF (ALD) from WisdomTree Investments topped the list of launches with $470.98 million in net flows as of June 30, while the Managed Futures Strategy Fund (WDTI) from the same firm came [...]

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Your Retirement: Timing Is Everything

on September 23, 2011 in The Future Of Retirement

For today’s investors, market volatility is a fact of life. Those saving for long-term goals can usually overlook temporary volatility — even the wide fluctuations of recent weeks — in the interest of long-term gain. But for retirees, who increasingly rely on their investments to fund their living costs, market volatility can mean the difference [...]

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Advisory Solutions Product of the Year

on June 21, 2011 in Services and Questions

Model Wealth Portfolios (MWP) has been awarded the Advisory Solutions Product of the Year by Money Management Institute (MMI), the leading national organization for the advisory solutions industry. This prestigious industry award is granted to the firms that launched the most innovative advisory platform that contributed to the growth of the industry. This year, LPL [...]

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