Monthly Archives: October 2010

Looking Through the Curve on the Financial Road

Posted on October 26, 2010 by Robert Fragasso

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 →

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Capital Gains, Large Stock Positions, and You

Posted on October 15, 2010 by Gregg Daily

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 →

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As a 401(k) Sponsor – Do You Know Your Fiduciary Responsibilities?

Posted on October 8, 2010 by Ray Amelio

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 →

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