The following files include The Thoughtful Investor newsletter created by Financial Communications Associates over the past 10 years. To view complete issues of the newsletters, click the issue names below. You will need Adobe Acrobat Reader to view the newsletters.
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Third Quarter 2008 - Articles Include:
* Presidential Election Years Are Historically a Good Time to Invest
* The Best Loss Strategy: Move On
* Window for Roth IRA Conversions
* Email Investment Scams are Huge; Don't Be a Victim
* Caution When Financing Investment Real Estate
* 2010 Holds Special Challenges for Wealthy
* Block Access to Your Credit Records with a Freeze
Second Quarter 2008 - Articles Include:
* Financial News and a Grain of Salt
* A Guaranteed Gain
* Window Opens to Capture Long-term Gains with 0% Capital Gains Taxes
* Contrarian Indicators Can Signal Market Turning Points
* Did You Miss America Saves Week ?
* Raiding Retirement Plans Costly Source of Cash
First Quarter 2008 - Articles Include:
* Emotion and the Investor
* 2007 Tax Reminder
* Health Insurance Options for the Retiree
* Appealing Property Taxes
* Lessons from the Sub-Prime Crisis
4th Quarter 2007 - Articles Include:
* When Good Stocks Go Bad
* October through April Historically the Best Time to Invest
* Hyman Minsky was Right
* Two Vital Documents - A Living Will and Power of Attorney
* Is Buy and Hold Really the Answer to Successful Investing?
* Make Annual Credit Reports a Priority
3rd Quarter 2007 - Articles Include:
* Is Performance the Reason to Go Passive?
* Summer Jobs Can Pay Off with a Roth IRA for Youth
* Time to Consolidate Your IRAs?
* Buy a New Home Or Invest Your Money?
* When Ownership Form Matters
2nd Quarter 2007- Articles Include:
* Are You the Millionaire Next Door?
* More Money to Invest
* The Bright Side of Volatility
* Anatomy of a Bubble
* A New File for Estate Planning
* Faulty Logic - Counting on the Lottery
1st Quarter 2007 - Articles Include:
* IRA Rollovers Complement a Change of Employment
* It Isn’t That Simple - Flaws to Market Predictions
* Direct Deposit Your Tax Refund into an IRA
* 401(k) Retirement Plans Gain Greater Beneficiary Flexibility
* Giving It Away Is Easier in 2007
* Those Pesky Mutual Fund Taxes
4th Quarter 2006 - Articles Include:
* Balancing Risk for Older Investors
* The Curious Case of the Changing Frontier
* Don't Overlook Roth Benefits
* Is Early Retirement in Your Future?
* Time and Compounding ar the Investor's Best Friends
3rd Quarter 2006- Articles Include:
* Actively Managed Funds Are Proving Their Value
* Who Are Your Beneficiaries?
* Summer and the Presidential Cycle
* Logarithms and the Financial Market
* The Changing Nature of Retirement
4th Quarter 2006 - Articles Include:
* Balancing Risk for Older Investors
* The Curious Case of the Changing Frontier
* Don't Overlook Roth Benefits
* Is Early Retirement in Your Future?
* Time and Compounding ar the Investor's Best Friends
3rd Quarter 2006- Articles Include:
* Actively Managed Funds Are Proving Their Value
* Who Are Your Beneficiaries?
* Summer and the Presidential Cycle
* Logarithms and the Financial Market
* The Changing Nature of Retirement
2nd Quarter 2006 - Articles Include:
* What to Do Before You Retire
* 10 Reasons to Invest in a Roth
* Investing Requires Structure
* Contingency Planning in Financial Planning
* Documents You Should Have on File
* Lower Your Energy Bills and Your Taxes
* Become Truly Wealthy
* Spotting Fraud and Corporate Misconduct
1st Quarter 2006 - Articles Include:
*How Much Are You Worth Today?
*Fat Tails and Probability Statistics
* Make Your 2006 Retirement Contributions Now
* Lessons from Katrina: Minimizing the Financial Impact of a Disaster
* How Much Are You Willing to Lose?
4th Quarter 2005 - Articles Include:
*Bad Math and Bad Investment Advice
* Savings? What Savings?
* 15 Ways to Cut Your Expenses and Save More
* Retirement Accounts Protect Assets from Creditors
* Cautions When Investing in Real Estate
3rd Quarter 2005 - Articles Include:
* Opportunities for Profit in Difficult Markets
* Stay Healthy, You May be Working a Bit Longer
* For Graduation, Consider the Gift of Retirement
* Take Advantage of Annual Free Credit Reports
* The Sector Opportunity
* Remind Recipients to Cash In Mature Savings Bonds
2nd Quarter 2005 - Articles Include:
* Are You Saving Enough?
* Forecasts are Fun, But Unreliable
* Market Forces at Work
* How to Live a Long, Healthy Life
* Pay Long-Term Care Insurance Premiums through Your Business
* Why Those Incredibly Good Credit Card Offers Can Be Incredibly Bad
1st Quarter 2005 - Articles Include:
* Financial Resolutions for the New Year
* Anticipating the Holiday Effect
* Why Total Return Matters
* Cutting through Market Noise
* Do You Have the Humility to Be A Good Investor?
* One More Reason to Max Out Tax Deferred Investments
4th Quarter 2004 - Articles Include:
* Active Investing Offers Sources of Profits in Sideways Markets
* AMT Impacts More Taxpayers
* Pity the Children
* Mathematics and Investing - Fibonacci Numbers
* Health Savings Accounts Are a Must for Investors
* Indices Don't Tell the Whole Story
3rd Quarter 2004 - Articles Include:
* Will the Election Year Cycle Play Out Once Again
* Don't Take the Phisher's Bait
* Taxes Are Only One Consideration When It Comes to Investing Lump-Sum Distributions
* To Accumulate Wealth, Pay Yourself First
* When Variable Annuities Make Sense
* For a Richer Retirement, Invest in Your Health
2nd Quarter 2004 - Articles Include:
* Removing Emotion From the Investment Decision
* Redemption Fee Dangers
* Sticking with Cash in Uncertain Markets
* Lose those Regrets
* Match Loan Terms and Asset Life
* Capitalizing on Low Capital Gains Taxes
* Did You Miss Opportunities to Lower Your Taxes?
1st Quarter 2004 - Articles Include:
* What History Tells Us to Expect in 2004
* Problems with Proposed Mutual Fund Reform Solutions
* Optimize Tax-Deferred Investments Before April 15
* A Will Can Make All the Difference
* New Protection Against Identity Fraud
4th Quarter 2003 - Articles Include:
* Active Management is Risk Management
* Is the Bear Market Over? Experts Differ
* Peter Bernstein's Shocking Words
* Want to Retire a Millionaire?
* Why September and October are Sometimes Tough on the Financial Markets
* Do You Know Your Federal Capital Gains Tax Rate?
* Eliot Spitzer and Canary Capital
3rd Quarter 2003 - Articles Include:
* The Importance of Compounding
* Passive Asset Allocations Fall Short
* Nobel Laureate Discovers Investors are Irrational
* 529 College Savings Plan Cautions
* Behind the Small Cap Rally
* Estate Taxes and IRAs
2nd Quarter 2003 - Articles Include:
* Opening Doors
* Can Consumers Afford to Fuel the Economy's Recovery?
* Strategies for a Secular Bear Market
* Why Investors Need Advisors
* Tips to Prevent Credit Fraud
* When Death is Billable
1st Quarter 2003 - Articles Include:
* Patience is the Watchword of Successful Investing
* A Question of Trust
* Welcome to 2003!
* Twisted Thinking - The Downside of Refinancing
* Pension Plan Perils
* The AMT Trap
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