Mon, 11 April 2016
First quarter reviews and earning reports, helping your retired parents financially and the Pfizer-Allergan debacle.
Today I review what has happened in an overall flat first quarter ranging from the possible “bottoming” of commodities to the positive performances from emerging markets and small cap funds topping the index. James from Piedmont calls up to get my opinion about the new tax-inversion rules that killed the Pfizer-Allergan merger and clear up a previous statement about contributing to your Roth IRA after filing tax returns for Jeff. I also discuss the Department of Labor finally confronting the rollover abuse that has cost retirees thousands of dollars every year and go over how you benefit from a financial planner. How to be your parents’ financial helper.
Don't forget about our upcoming seminar at Four Points by Sheraton San Jose Airport on May 19th where Rob Black and I will explain how to build a retirement portfolio that last. Registration is only $5 so click HERE to sign up!
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.