Avoid Running Out Of Money In Retirement

  • The truth about how long most people's retirement lasts

  • The "big 3" changes that most portfolios don't account for

  • Simple changes to maximize returns you can make today

Ring In the New Year With a Happy Portfolio

I hope you had a wonderful Christmas!
In a few days, we will be bringing in a New Year – 2012.
This year seems to have gone by so quickly. What are your plans for the new year? Now is a good time to set some goals for next year, and think about some things that you want to accomplish.
What will you do to make 2012 a great year for you?



Index                                                        YTD



Dow Jones Industrial Avg. (12,294)             9.04%S&P 500 (1,265)                                       2.71%


S&P 500 Growth                                       5.09%

NASDAQ 100 (2,288)                                4.11%S&P 500 Value                                         0.34%


S&P SmallCap 600 Value                         -0.16%

MSCI World                                             -5.60%


MSCI EAFE                                           -12.85%

MSCI World (ex US)                               -13.98%


MSCI Emerging Markets                          -17.43%

S&P SmallCap 600 Growth                        4.63%