THE WEALTH STRATEGIST
September 25, 2006  Volume 1 | Issue 12
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Company Retirement Plan Rollover Options

Steven T. Merkel, CFP®, ChFC

Many of us are faced with the difficult decision of what to do with our Company Retirement Plan when we change jobs or we punch our final timecard and enter retirement.  Unfortunately, most human resource departments are not equipped with a q...

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Investing and the Effects of Emotions

David J. Goldberg, CRPC®

My wife and I were living in New York, just five miles from Wall Street, when the two jumbo jets slammed into the Twin Towers at 8:46 AM and 9:02 AM, on September 11, 2001.  We could not believe what we were seeing on that warm Tuesday mornin...

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