Month: May 2016

Spring Fling Memories

We had another great year during our Annual Springer Spring Fling a couple of weeks ago. As promised here are some pictures from the event. [FAG id=8457]

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This Week On Smart Money with Keith Springer – Five Often Overlooked Strategies for Investing Tax-Efficiently.

Five Often Overlooked Strategies for Investing Tax-Efficiently. 05/28 and 05/29 Due to both the complexities of investing and U.S. tax laws, many investors don’t understand how to properly manage their portfolio in order to minimize their tax burden. Tax efficiency is essential to maximizing returns. Tune in this week as Keith explains how to create […]

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If the Fed Isn’t Bluffing, Stocks Could Be in Trouble

In their latest minutes, The Federal Reserve announced that they’re leaning towards raising interest rates at their June meeting, assuming the data supports it. Although, there has been talk that rates rising slowly is a good thing, higher interest rates are bad news for stocks, apart from the financial sector which still hasn’t recovered from […]

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This Week On Smart Money with Keith Springer – 8 Essential Strategies You Need to Tackle in Order to Retire Comfortably

8 Essential Strategies You Need to Tackle in Order to Retire Comfortably 05/21 and 05/22 To retire in comfort and style, the way you have always wanted, requires careful planning. There are many things to consider, but there are 8 essential strategies that every investor must plan for. Tune in this week as Keith explains […]

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Better Your 401(k) With an In-service Rollover

Click Here To Print The Article  Jack and Denise, now 60 and 62, don’t plan to retire from their jobs at PG&E and AT&T respectively, for another 3 -5 years. Yet, we were able to help both of them roll nearly $1 million each into their IRA’s (individual retirement account) using a little-known strategy, called […]

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If This Rumor Is True…Watch Out!

Investors are fed up! With the market having gone virtually nowhere for almost 2 years, but with increased volatility and heartache, people are wondering if earning nothing on their cash might be better than writing another check to this bi-polar stock market. Who can blame them…but don’t throw up the white flag just yet!

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This Week On Smart Money with Keith Springer – 7 Critical Protection Strategies for Your Retirement Portfolio 5-07

Tune in this week as Keith breaks down the 7 secret strategies to protect your portfolio along with specific strategies to energize your returns!

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