You can avoid the 10% early withdrawal penalty via a little-known strategy referred to as “Substantially Equal Periodic Payments.” Read More

I know we talk a lot about our concept of “innogration”, but quite frankly we have to in order to make clear exactly why some tech companies will dominate their categories while others will fall by the wayside. Perhaps the most visible example of this is occurring in the smartphone… Read More

Even a static portfolio, if properly diversified, does almost as well as one that is “optimized” for performance. Read More

The next round of quarterly earnings reports will start hitting the street next week, and right on cue the heat and humidity spiked up along with the overall stock market. The pressure is on for a lot of tech companies to deliver better than expected news so it will be… Read More

With the S&P500 Index and Dow Jones Industrial Average both flirting with historically unprecedented “round numbers” (2,000 and 17,000, respectively) the Nasdaq Composite has temporarily moved out of the spotlight as the primary indicator of the stock market’s current love affair with momentum. Read More

Today marks the halfway point of the calendar year, and so far it has played out pretty much as we expected. All eyes are on the S&P 500 Index in its bid to cross over the 2,000 level, while the tech-heavy Nasdaq Composite Index inches its way back toward its… Read More