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Monthly Archives: October 2010
Looking Through the Curve on the Financial Road
There is a lesson taught in motorcycle and biking safety courses that if you look at an obstacle while riding you will steer toward it. So if you concentrate at a person coming toward you, you will steer toward that … Continue reading
Posted in Uncategorized
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Capital Gains, Large Stock Positions, and You
It’s likely that 2011 will bring changes to how long term capital gains are treated for most investors. For some time, we have enjoyed the 15% long term tax rate on assets held longer than one year. Next year that … Continue reading
As a 401(k) Sponsor – Do You Know Your Fiduciary Responsibilities?
As a plan sponsor you have certain responsibilities that you must understand and follow to mitigate risk. This blog will review those responsibilities and offer tips to help assist compliance. First, you should establish and follow a sound fiduciary process. … Continue reading
Posted in 401k, Business Owners, Fiduciary
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