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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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Guardian Financial Wealth Management is a licensed insurance agency. Brian and Geryl Winterowd provide insurance services to clients through Guardian, which is separate from Mr. and Mrs. Winterowd’s roles as investment advisor representatives of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.

Questions?  Brian and Geryl Winterowd are investment advisors and fiduciaries.  Call (512) 844-8200 or click here to schedule a no-obligation initial consultation.

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Phone: (512) 844-8200

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