Congratulations, Julie!

Our industry requires a great degree of education, testing and licensing.  Today we are happy to announce that Julie Sanders has passed her Series 6 exam!  She has been working and studying hard over the last several months in preparation, so today is a “happy day” for her (and all of us).   

In order to pass the Series 6 exam, candidates must test on topics covering mutual funds, variable annuities, securites and tax regulations, retirement plans and insurance products.  The test is administred by FINRA (the Federal Industry Regulatory Authority) and passing candidates will register as an “Investment Company/Variable Contracts Products Limited Representative”.  We are proud of Julie and know you will be also…

The Pessimists Are Losing

Although no one can tell you with accuracy exactly what will happen in 2013, we continue to see a sense of enthusiasm regarding the markets for this year.  We are somewhat positive about equities, and bonds may not return as they did last year.  In fact, did you realize that since the beginning of the year the S&P 500 Index is up +6.19% through Wednesday, February 6th? 

In his latest commentary, economist Brian Wesbury explains why the pessimists are losing.  We thought you may like to listen, so click here to watch the latest First Trust video:  Wesbury 101 – “The Pessimists are Losing”

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Roth vs. Traditional IRA… Which is better?

With tax season around the corner many contemplate funding their IRA or Roth IRA accounts.  Sometimes you may wonder which is better for you.  We thought this article may help you as you debate the differences and which might be best for your situation.  Contribution limits for 2012 remained level at $5,000 with an additional $1,000 available for those age 50 or older.  It may be helpful to know that in 2013 these limits increased slightly to $5,500 (age 49 or younger) and $6,500 (age 50 or older).  Also remember that Traditional IRAs must be established by the tax-filing deadline (without extensions) for the tax year to which your qualifying contribution(s) may apply.

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