Ted Parrish, CFA, was interviewed by Fox Business on March 15th. During the interview, he comments on the Energy sector and a defensive position in Consumer Discretionary. Watch the Interview
A stretch annuity can allow for the death benefit to be paid over several years, while the balance to continues to grow. Read more in this week’s Insurance Tip.
Taxes will be a hotly debated topic in the 2012 election. Here is a list of the topics candidates will likely discuss. Read more in this Tax Tip.
There is still time to save $5,000 ($6,000 for age 50+) for retirement for the 2011 tax year. You have until April 17th. Learn more in this week’s Financial Tip.
Indices closed out mixed on Monday. Wal-Mart, Coca-Cola, Merck and Procter & Gamble led the Dow’s ascent. The S&P 500 posted fractional gains and the Nasdaq shed some points. Trading action was mixed amid news of a cooling Chinese economy and uncertainty over Greece’s second bailout package.
Federal Appeals Court Upholds $243,000 Damage and Fee Award for Employer’s Failure to Provide SPD and Election Forms
Interesting read: Employer’s failure to provide an SPD and a rollover form has cost $240,000+ in damages and fees. Read the article.