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Saturday 04th of September 2010

Newsletter & Resources

Portfolio Watch Newsletter - a monthly newsletter that tracks the performance of Veripax Financial Management's model portfolios and includes 1 or 2 brief articles on relevant financial topics.

 

Date Topic
July, 2010 Acceptable Misinformation
June, 2010 Not Exactly Smooth Sailing
May, 2010 The Flaw of Averages
April, 2010 The Role of Alternatives
March, 2010 Is Buy-and-Hold Really Dead?
 February, 2010  Risking Your Retirement
 January, 2010  More Roth IRA/401k Considerations
 December, 2009 IRA Conversion - The Big Decision For 2010 
 November, 2009 Ways To Tap Your IRA and Avoid a Penalty 
 October, 2009  Making Sense of Market Behavior
 September, 2009  IRA/401k - The Gov't Loan You Didn't Know You Had
 August, 2009  Keep Losses Small
 July, 2009  Roth IRA Pros and Cons
 June, 2009  Another Inconvenient Truth

 

 

Veripax Financial Management Articles and Resources - many of these documents have been written in response to client questions.

 

Title Last Updated
Lies, Damned Lies, and Investment Performance 5/17/2009
Small Business Retirement Plans 8/24/2009
VFM Asset Class Correlation 6/5/2010
VFM Investment Management Fee Schedule 2/19/2009
VFM Portfolio Effectiveness 4/8/2009
VFM Portfolio Principles 8/24/2009
VFM Portfolio Strategy Overview 6/18/2009

 

 

Compliance Documents

 

Title Last Updated
Form ADV Part II 1/6/2010

 

 

Other Articles - link to interesting articles

 

Revamping Your Investment Strategy

4 Smart Money Moves for a Down Economy

Start A Business With Your IRA or 401(k)

 


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