Barney and Pendleton Financial Group

What To Do Now? Questions to Ask Your Financial Advisor

What To Do Now? Questions to Ask Your Financial Advisor Is your investment strategy on track in early 2010? Investors experienced a bumpy ride in 2009 when the stock market plunged during the first nine weeks and then rose sharply by 65% to close the year with one of the strongest surges in recent...

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When It Comes to IRAs, Know Your Limits

When It Comes to IRAs, Know Your Limits In recent years, IRAs have become the single largest vehicle for retirement savings in the United States. At the end of 2007, IRAs held $4.8 trillion in retirement savings, whereas employer-sponsored defined-contribution plans like the 401(k) held...

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What Tax-Advantaged Alternatives Do I Have?

What Tax-Advantaged Alternatives Do I Have? A strong savings program is essential for any sound financial strategy. We take Benjamin Franklin’s saying to heart, “A penny saved is a penny earned,” and we save our spare cash in savings accounts and certificates of deposit. Investors...

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