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When will you reach your next Turning Pointe?


Market Update: A Formal Correction

manbear.jpgBy Keith Klien


Well, it happened: the first formal market correction since the recession of 08-09.  Mathematically, we have been due.  Though the circumstances are fairly different from the recession, there are some things to be thinking about for both the short and long term.  

I Maxed Out My 401(k)! Now What?

now what.pngBy Kimberly Rotter with Keith Klein

Read on Investopedia

If you’ve already reached your 401(k) contributions limit for the year (or soon will), that’s a high-quality problem. But it’s still a problem. You can't afford to fall behind in the funding-retirement game (who knows what the cost of living will be when you stop working?). And losing the contribution's reduction in your gross income isn't going to help your tax bill next April, either.

Are Alternative Investments Right For Your Portfolio?


Strong Dollar- What's That?

image by Omer Wazir Keith Klein


You may have heard that the dollar is “strong” right now. You may have also heard that a strong dollar amounts to a headwind against commodities and stocks.

5 Tips to Tax-Savvy Investing

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By Keith Klein

It’s not enough, these days, for your investment portfolio to create a return. A solid portfolio should also help protect your working capital by minimizing the effects of taxes on your income and gains.  By incorporating tax-saving strategies into your investment plan, you can preserve your capital and stay up-to-date. 

3 Keys to Building Wealth

3 Keys to Building Wealth




Building true wealth might seem elusive, considering that many of us, who very recently were sitting on large 401k plans and high home equity values, now feel unprepared for retirement. However, wealth creation is still a process grounded in well-established and understandable principles and practices that are the keys to building wealth.

Millennials and Their Money - Wheelbarrows of Cash?

Will you marry me? 5 Tips for a Financially Healthy Engagement

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by Keith Klein

A darkened restaurant, a man in a tuxedo, a woman in a white evening gown… the champagne is uncorked.  He reaches in to his pocket and pulls out a blue Tiffany box.  Pan to a close-up of the box opening to reveal a huge diamond on a platinum band.  Her gloved hand goes to her mouth and tears fill her eyes in complete shock and delight.

Is This The Time To Buy Dividend-Paying Stocks?

nasdaq logo.jpgby Margaret Price for Investors Business Daily via NASDAQ

John Meredith is sure hot on dividend-payers. This year, the retired electronics engineer bought shares in seven dividend-paying companies:AT&T ( T ),Chevron ( CVX ),Cisco Systems ,Coca-Cola ,General Electric ,McDonald's andProcter & Gamble.

6 Tips to Help Jump Start Your Investment Process

calculator_cropped.jpgby Keith Klein

Now that you have set up your budget and family or personal spending plan, it is time to decide what to do with the short term and long term savings that you have created.

Deciding how to best to save your money and what investments will work for you is a difficult process, especially since all investments involve some sort of risk: whether it’s market risk, interest risk, inflation risk liquidity risk, or tax risk.

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