Monthly Archives: August 2011

Are 401(k) Loans a Good Solution?

By Lon Jefferies | Published: August 26, 2011
According to Bankrate.com, 19% of Americans tapped their retirement savings last year to cover the cost of an emergency.  Most people need to borrow money at some point, but is borrowing from a 401(k) plan the best solution? Before you consider borrowing from a 401(k) plan, it’s a good idea to weigh the benefits versus [...]
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Stock Market Craziness

By Lon Jefferies | Published: August 5, 2011
Dear Clients, We wanted to touch base with you given the craziness in the stock market over the past week and hopefully provide some perspective which the press fails to report. Let’s look at the market drop from some other angles: BONDS Almost all of your portfolios have bonds in them. When you hear news [...]
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