The Financial Perspective was developed as a two-page newsletter for use by Lincoln Investment Planning advisors, using articles that appear in the Thoughtful Investor and have received NASD review. To develop a customized newsletter for your organization, please email or call Linda Ferentchak, editor of the Thoughtful Investor and Financial Perspective.
Financial Perspective Newsletters
Third Quarter 2008 A
*Presidential Election Years Are
Historically a Good Time to Invest
*Window for Roth
IRA Conversions
*The Best Loss Strategy: Move On
Third Quarter 2008 B
*Presidential Election Years Are
Historically a Good Time to Invest
*2010 Challenges
for Wealthy
*Window Opens to Capture Long-term
Gains with 0% Capital Gains Taxes
*Block Access to Your Credit Records
Second Quarter 2008
*Financial News and a Grain of Salt
*A Guaranteed Gain
*Did You Miss America Saves Week ?
*Raiding Retirement Plans Costly Source of Cash
First Quarter 2008
*Emotion and the Investor
*2007 Tax Reminder
*Lessons from the Sub-Prime Crisis
Fourth Quarter 2007
*Why Total Return Matters
*Capitalizing on Low Capital Gains Taxes
*October through April Historically the Best Time to Invest
*Make Annual Credit Reports a Priority
Third Quarter 2007
*To Accumulate Wealth, Pay Yourself First
*Time to Consolidate
Your IRAs?
*When Ownership Form Matters
Second Quarter 2007
*Are You the Millionaire Next Door?
*Seven common denominators among those who successfully build wealth…
*The Bright Side of Volatility
First Quarter 2007
*IRA Rollovers Complement a
Change of Employment
*It Isn’t That Simple
*Direct Deposit Your Tax Refund
First quarter 2006 A
*Bad Math and Bad Investment Advice
*Retirement Accounts Protect Assets from Creditors
*Savings? What Savings?
First quarter 2006 B
*How Much Are You Worth Today?
*Make Your 2006 Retirement Contributions Now
*Fat Tails and Probability Statistics
Second quarter 2006
*What to do BEFORE You Retire
*Investing Requires Structure
*Steps to Accumulating Personal Wealth
Third quarter 2006
*Summer and the Presidential Cycle
*Who Are Your Beneficiaries?
Thoughtful Investor samples and prior articles
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