Chartered Financial Consultant


Commentaries

The Upside of Uncertainty

R. Kevin O’Keefe, CIMA®, AIF® Chief Investment Officer From First Affirmative Financial Network’s Market Commentary October, 2010 The Standard & Poor’s 500 Index rallied 11.3% in the third quarter, nearly …

Is it Time to Roth and Rollover?

The Basics Roth IRAs first became available in 1998. Unlike traditional IRAs, there is no immediate tax break. The advantage of a Roth is that the growth within a Roth …

Bob’s Quarterly Update Moves On

I’ve always loved newsletters: reading, writing and producing them. My last newsletter, Bob’s Quarterly Update (BQU), ran from Spring 1994 through November 2008. Forty five issues. I wrote my final …