Investment Articles - Retirement Planning - Financial Planning

Here are a few financial planning articles that you may find of interest while planning your retirement and investment management strategies.

.

Articles
1 Is a Rollover IRA Right For You? Brian R. Carruthers, CFP®, CMT
2 Dynamic Asset Allocation - Reduced Risk - Enhanced Returns NAAIM
3 Optimizing Portfolio Performance - Professional Investment Management NAAIM
 

Information

Managed Income Portfolio | Income & Growth Portfolio | Momentum Portfolio | Free Newsletter | Performance | Investment Articles | Investment Terms Glossary | Resources / Links

Company

BCA Profile | Contact BCA | BCA Home Page

Brian R. Carruthers & Associates

BCA | A Fee-Only Registered Investment Advisory Firm Since 1990
301 Forest Avenue · Laguna Beach, California 92651-2115 USA
Telephone: 1-949-464-1900 · Facsimile: 1-949-464-1400 · Contact

CFP®, Certified Financial Planner™ and  are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

CMTSM and Chartered Market TechnicianSM designations are awarded and permitted to use by full members of the MTA. The CMT Program is administered by the Accreditation Committee of the Market Technicians Association (MTA).

The National Association of Active Investment Managers is a professional organization of registered investment advisors who believe in active management of client assets to reduce the risk of down markets and to structure client portfolios to produce high risk adjusted returns.