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  • Quantitative Analysis of Investor Behavior

    Do fiduciaries produce better returns? Is there investor irrationality being displayed? Does this lead to inferior results? Find out with this analysis of investor behavior.

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    Fixing a Missed RMD in Five Easy Steps

    What is a missed Required Minimum Distribution? RMD's must be taken by IRA owners beginning in the year they turn 70 1/2 and by IRA and Roth beneficiaries beginning in the year after the death of the account owner. RMD's not taken are subject to a penalty of 50% of the amount not taken each year.

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    The Roth Conversion Decision Just Got Tougher

    As much as we like Roth conversions and encourage individuals to convert, we do realize that Roth conversions aren’t for everyone. There have always been many factors to consider before doing a conversion. With the passage of the 2012 tax act on January 2, 2013 and with the healthcare surtaxes taking effect in 2013, there are now more factors to consider.

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    The Last Dow Record

    Remember the world on October 9, 2007? That was when the Dow Jones industrial average last set a record high. It was a headier time back then: pre-financial crisis, pre-bailouts, pre-Great Recession. A lot has changed since then! But the Dow, a stock index that is followed as a gauge for the rest of the market, hit its highest close at 14,253.77 on Tuesday, March 5, 2013.

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    Have Questions? Connect with Brian Winterowd On...

    Questions? Brian Winterowd is an investment advisor and a fiduciary. Call (512) 844-8200 or click here to schedule a no obligation initial consultation.

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