Joe Reardon, CFP® | Stifel, Nicolaus & Company, Incorporated

                    

We LISTEN

Listening carefully is the most important thing we do, because our wealth strategies reflect your goals and dreams.

 

We PLAN

Planning effectively gives you the confidence to move forward with solid long-term investment and wealth strategies.

 

We RESPOND

Responding thoughtfully to your changing needs, we help you manage your assets with intelligence and foresight.

 

 
Market Watch

May 20, 2012 @ 03:12 PM

Dow Jones Industrials 12,369.38- 73.11
Nasdaq Composite 2,778.79- 34.90
S&P 500 1,295.22- 9.64
NYSE Composite 7,427.74- 52.69
10 Year Treasury Note 1.70-
PHLX Semiconductor Index 364.48- 6.97
OSX Oil Service Sector Index 200.42- 2.24

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Newsletters

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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