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Asked & Answered: Tax Impacts of ObamaCare

Asked & AnsweredBy Friedenthal FinancialJuly 12, 2012

July 12, 2012   Marjorie from Manalapan, NJ:   How will my taxes be affected by the Affordable Care Act (“Obamacare”)?   Friedenthal Financial:   Great question…..and we’ll preface by saying that this bill was far too long for us to read verbatim!  That said, here are a few highlights that we’ve gleaned from our…

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Asked & Answered: ETFs vs Mutual Funds

Asked & AnsweredBy Friedenthal FinancialJune 7, 2012

June 7, 2012 Stacy from Sedona, AZ:   What is the difference between an ETF and a Mutual Fund?   Friedenthal Financial:   There are a number of similarities, as well as some pronounced differences.  We’ll highlight both below, as well as differences to ETNs (Exchange Traded Notes).   The primary similarity, which makes all…

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Asked & Answered: Handling an Inherited IRA

Asked & AnsweredBy Friedenthal FinancialMarch 29, 2012

March, 29 2012   Bradley from Biloxi, MS:   I recently inherited an IRA, but I’m under 70 ½.  Do I still need to take distributions?   Friedenthal Financial:   It’s a good question that contains some potential tax consequences.  We remind you that we are not accountants and don’t provide tax advice.  It is…

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Asked & Answered: Should I roll my 401k into an IRA?

Asked & AnsweredBy Friedenthal FinancialMarch 1, 2012

March 1, 2012   Wesley from Williamsburg, VA:   I’m 61 years old, but still planning on working another 5 years.  Should I roll my current 401k into an IRA or leave it where it is?   Friedenthal Financial:   It’s a very good question.  As usual, the answer depends on a few factors, which…

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Asked & Answered: Target Date Funds

Asked & AnsweredBy Friedenthal FinancialJanuary 26, 2012

1/26/2012   Neil from Narberth, PA:   Should I just put my 401k in a Target Date Fund?   Friedenthal Financial:   Great question! The two primary factors to consider are risk level and cost. While the concept of a Target Date Fund (based on your anticipated retirement date) is appealing, it presumes that everyone…

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Asked & Answered: Multiple Advisors

Asked & AnsweredBy Friedenthal FinancialDecember 6, 2011

December 6, 2011   Reid from Redmond, WA:   Should I engage several advisors to manage my investments or concentrate with one?   Friedenthal Financial:   This is a great question with no “right” answer.  There are benefits to both methods and ultimately you will need to evaluate your own needs to best choose.  Here…

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Asked & Answered: Fixed Income Risks

Asked & AnsweredBy Friedenthal FinancialOctober 26, 2011

October 26th, 2011   Stanley from Sturgis, SD:   What are the risks in owning a fixed income portfolio?   Friedenthal Financial:   Great question! At a high level, there are 4 major categories of risks in fixed income. Many fixed income instruments (aka “bonds”) bear more than one of these risks, and of varying…

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Asked & Answered: Economic Stimulus

Asked & AnsweredBy Friedenthal FinancialAugust 24, 2011

August 24, 2011   Burt, from Boise, ID:   Does the government have any other economic stimulus tools besides a third round of Quantitative Easing (QE3)?   Friedenthal Financial:   It’s a great question, and certainly one with many subjective opinions floating around. Here’s a bit of background and several of the ideas circulating, including…

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Anked & Answered: Debt Ceiling Crisis

Asked & AnsweredBy Friedenthal FinancialJuly 28, 2011

July 28th, 2011 Oscar from Olympia, WA:   What are the implications of the debt ceiling crisis?   Friedenthal Financial:   There are two main issues surrounding the debt ceiling crisis. First is the issue of potential default (or delayed payment) by the US government on its obligations. Obviously if the government doesn’t have the…

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Asked & Answered: Measuring Diversification

Asked & AnsweredBy Friedenthal FinancialJune 23, 2011

June 23, 2011   Laverne from Lafayette, PA:   Can I measure the level of diversification in my portfolio?   Friedenthal Financial:   That’s an excellent question!  While we are not aware of a universally accepted formula for diversification, we can share the methods that we use.   First let’s specifically define the task.  When…

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This website is for general informational purposes only and does not constitute a complete description of our investment services. We are not rendering or offering to render personalized investment advice or financial planning advice though this website. This website is limited to the dissemination of general information and provides the means through which a prospective client may contact the adviser. Friedenthal Financial, LLC will render investment advice to potential clients only after: (i) we have delivered a disclosure statement as required under applicable securities laws; and (ii) the potential client has executed and delivered Friedenthal Financial’s investment advisory contract to us.
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