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Wealth Management

Roth IRA Conversion for the Business Owner

By Beth Lynch | July 01, 2010

We have all heard about the change in the tax law for 2010 that now allows individuals with annual income levels above $100,000 to do a Roth IRA conversion.

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Wealth Management

401(k) Fee Disclosure Is Long Overdue

By Karl Kunkle | May 24, 2010

On May 18, 2010, Putnam Investments became one of the first national providers to announce what it termed a “revolutionary” new 401(k) platform

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Wealth Management

How Will Greece's Debt Crisis Impact the U.S. Stock Market?

By Patrick Fisher | May 17, 2010

It appears to be the consensus that the ongoing debt crisis in Greece is having a significant impact on the U.S. stock market the past couple of weeks. Patrick Fisher provides some explanation.

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Wealth Management

Is Your 401(k) Plan Still the Benefit It Was Intended to Be?

By Kyle Zeller | April 21, 2010

As employers continue to battle through tough economic times, and dollars and staffs are stretched to the limit, having talented and hard working employees has never been more important to companies than it is right now. Trying to attract new employees can be a struggle as well, and employers need to make sure they are ahead of the curve in the benefits offered.

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Wealth Management

SEC Looking Closely at Collect Investment Trust (CIF) Investments

By Karl Kunkle | April 21, 2010

The SEC has announced that it is taking a close look at collect investment trust (CIF) investments as they are not subject to SEC regulation. Karl Kunkle, from Schneider Downs Wealth Management Advisors, explains.

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