April 5, 2007

Roth IRAs were introduced in 1998, named after their chief legislative sponsor, Senator William Roth of Delaware. Senator Roth succeeded in pushing through one of the best saving opportunities for U.S. citizens in a long time.  

What is the advantage of the Roth IRA?...

April 5, 2007

Portfolio returns were good in the 1st Quarter of 2007 despite major market volatility that began in late February. After months of relatively calm and well-performing stock markets, we experienced three separate days of significant drops spanning a three-week period....

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