Money Matters – Skloff Financial Group Question of the Month – February 2, 2015 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2015, can we still contribute to Individual Retirement Accounts for 2014? A: The Problem — Foregoing Financial Planning and Tax Planning Strategies for 2014 Assuming financial planning and […]
Money Matters – Skloff Financial Group Question of the Month – January 8, 2015 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2015. What are the contribution limits for various retirement accounts in 2015? The Problem – Lack of Retirement Savings Most pre-retirees […]
Click to Enlarge Growth of $1 Investment: 1926-2014 Index Compounded Return US Small Company Stocks 12.2% S&P 500 Index 10.1% US LT Government Bonds 5.7% US 30 Day Treasury Bills 3.5% US Inflation 2.9% Please consider the charges, risks, expenses and investment objectives carefully before investing. For a prospectus or, if available, a summary prospectus containing […]
MISSING TOP-PERFORMING DAYS CAN HURT YOUR RETURN Hypothetical Investment of $100,000 in the S&P 500 Index Over the Last 20 Years (1995–2014) The graph below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market’s top-performing days over the 20-year period from January 1, 1995 to December 31, 2014. […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – December 3, 2014 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? A: […]