SDW Newsletter January 2012 - A 0% rate of Return is a Rocky Road - Investment Outlook Summary - PAGE 2 "All About IRAs" SDW Newsletter December 2011 - Coordinated Central Bank Action - Investment Outlook Summary - PAGE 2 "Key Estate Planning Documents You Need" SDW Newsletter November 2011 - October's Rebound: much needed and highly welcomed - Investment Outlook Summary - PAGE 2 "The Fundamentals of Disability Insurance" SDW Newsletter October 2011 - Greece Continues to Concern Global Investors - Investment Outlook Summary - PAGE 2 "Why Europe Matters to Your Portfolio" Dow falls 391 on worldwide fears about economy - VIDEO KARE 11 News, September 2011 SDW Newsletter September 2011 - DOW -634 +429 -519 +423: All in One Week! - Investment Outlook Summary - PAGE 2 "The Income Tax Planning Landscape: 2011" SDW Newsletter August 2011 - S&P Downgrades US Credit Rating - Investment Outlook Summary - PAGE 2 "Protect Yourself Against Identity Theft" SDW Newsletter July 2011 - Debt Ceiling Decision Looms - Investment Outlook Summary - PAGE 2 "Monte Carlo: Putting Your Retirement Dollars on Red?" SDW Newsletter June 2011 - QE II Sails Away - Investment Outlook Summary - PAGE 2 "Inflation or Deflation: Watching for Warning Signs" SDW Newsletter May 2011 - Hi-Ho Silver! - Investment Outlook Summary - PAGE 2 "The Investment Tax Landscape: Countdown to 2013" SDW Newsletter April 2011 - Tug of War: Global Unrest vs. Economic Recovery - Investment Outlook Summary - PAGE 2 "Financial Planning: Helping You See the Big Picture" SDW Newsletter March 2011 - Who's Next? - Investment Outlook Summary - PAGE 2 "All about IRAs" SDW Newsletter February 2011 - Middle East in Transition - Investment Outlook Summary - PAGE 2 "Saving for Retirement and a Child's Education at the Same Time" SDW Newsletter January 2011 -2011: More of the same from 2010? - Investment Outlook Summary - PAGE 2 “Five Questions about Long Term Care” SDW Newsletter December 2010 - Irish bailout brings the EU back to the headlines - Investment Outlook Summary - PAGE 2 “Key Estate Planning Documents You Need” SDW Newsletter November 2010 - Quantitative Easing Begins - Investment Outlook Summary - PAGE 2 “Roth IRA Conversion – New Opportunities for 2010” SDW Newsletter October 2010 - Recidivism – Let’s do this again next year! - Investment Outlook Summary - PAGE 2 “Protect Yourself Against Identity Theft” CFP Board's Consumer Guide to Financial Self-Defense This new brochure, from CFP Board’s Consumer Advocate, Eleanor Blayney, CFP®, shares important tips to help the public: - Identify common “red flags” that signal an unethical or unqualified financial advisor -Learn what they can do to protect themselves - Take the steps required to select a qualified financial advisor - Feel empowered when making financial decisions with the help of an advisor The Guide is also available at: www.CFP.net/financialselfdefense SDW Newsletter September 2010 - Uncertainty increases the talk of a “Double-Dip” - Investment Outlook Summary - PAGE 2 Eleven Ways to Help Yourself Stay Sane in a Crazy Market SDW Newsletter August 2010 - Market Update - Investment Outlook Summary - PAGE 2 Summary of the New Financial Reform Law (FinReg) SDW Newsletter July 2010 - Bad Month in a Bad Quarter - Investment Outlook Summary - PAGE 2 Putting your Retirement Dollars on Red? SDW Newsletter June 2010 - Market Update “A Month to Forget” - Investment Outlook Summary - PAGE 2 Why I Don’t Want to Buy Life insurance SDW Newsletter May 2010 - Market Update “Insert HEADLINE Here” - Investment Outlook Summary - PAGE 2 Financial Math: How 50 – 50 = -25… SDW Newsletter April 2010 - Market Update “Emerging Markets: more than just China” - Investment Outlook Summary - PAGE 2 Your 401(k): Rebalancing SDW Newsletter March 2010 - Market Update “When PIIGS fly…” - Investment Outlook Summary - PAGE 2 All about IRAs 2010: A Roth Conversion Odyssey Minneapolis / St. Paul Business Journal Consult the Experts, February 5, 2010 SDW Newsletter February 2010 - January Indicator, Fact or Fiction? - 529 Plans: Saving for College - 529 Plans: Saving for Education 2010: A Roth Conversion Odyssey Minneapolis / St. Paul Business Journal Consult the Experts, January 1, 2010 SDW Newsletter January 2010 - Market Update “ Banner Year, Bummer Decade” - Investment Outlook Summary - PAGE 2 Estate Planning – An Introduction Retirement Planning: Monte Carlo puts the odds in your favor Minneapolis / St. Paul Business Journal Consult the Experts, December 4, 2009 Marriage and Money: Advice on avoiding the cash clash - VIDEO KARE 11 News, December 2009 SDW Newsletter December 2009 - Market Update “Mind the Chart” - Investment Outlook Summary - PAGE 2 The ABCs of Mutual Funds Discover the Advantages of a Registered Investment Advisor (RIA) Minneapolis / St. Paul Business Journal Consult the Experts, November 6, 2009 SDW Newsletter November 2009 - Market Update “Dow 10,000- It’s Déjà vu all over again” - Investment Outlook Summary - PAGE 2 “Deficits and the Chinese Challenge” by Zach Karabell Should I rollover my 401k to an IRA or leave it where it is? Minneapolis / St. Paul Business Journal Consult the Experts, October 2, 2009 SDW Newsletter October 2009 - Market Update “Autumnal Equinox – Harvest Profits?” - Investment Outlook Summary - PAGE 2 “One hot dog and a pop, that will be $85 sir…” (Inflation) Should I worry about my 401k? Minneapolis / St. Paul Business Journal Consult the Experts, September 4, 2009 Road to Recovery: Signs the recession is ending - VIDEO KARE 11 News, September 2009 SDW Newsletter September 2009 - Market Update “The Sugar High” - Investment Outlook Summary - PAGE 2 Roth IRA Conversions: Planning for New Opportunities SDW Newsletter August 2009 - Market Update “Markets Climb a Wall of Worry” - Investment Outlook Summary - PAGE 2 Protecting Yourself Against Identity Theft SDW Newsletter July 2009 - Market Update “Don’t let your Money Take a Summer Vacation” - Investment Outlook Summary - PAGE 2 Monte Carlo: Putting your Retirement Dollars on Red? (retirement planning) SDW Newsletter June 2009 - Market Update “Sell in May and Go Away?” - Investment Outlook Summary - PAGE 2 Personal Liability Insurance: What you should know SDW Newsletter May 2009 - Market Update “Stock Market Immune to Swine Flu” - Investment Outlook Summary - PAGE 2 The Dow Jones Industrial Average- explained Spend or save: There's no easy answer By Jana Shortal, KARE 11 News, April 2009 SDW Newsletter April 2009 - Market Update “Good Month, Bad Quarter” - Investment Outlook Summary -Inflation in our Future? - PAGE 2 401k: What should you do now? SDW Newsletter March 2009 - Market Update - Investment Outlook Summary - PAGE 2 The American Recovery and Reinvestment Act of 2009 – aka “the Stimulus Package” SDW Newsletter February 2009 - Market Update - Investment Outlook Summary - The Economy and the Stock Market - PAGE 2 What is an ETF? Wealth advisers: Time for stock gifts Minneapolis / St. Paul Business Journal, November 19, 2008 Three Ameriprise advisers exit to start wealth-management firm Minneapolis / St. Paul Business Journal, Friday, August 22, 2008 Schwarz Dygos Wheeler Investment Advisors Launches Fee-Only Wealth Management Service (PDF Version) Minneapolis, Minn. (PRWEB) July 30, 2008