Phone:  (919) 755-4889

E-mail:  teresa@goldenyearsadvisors.com

 

Golden Years Advisors, LLC is a BBB Accredited Financial Advisor in Raleigh, NC

I.R.I.S.

Market Watch
DJIA -----.-- --.-- --.--%
Nasdaq ----.-- --.-- --.--%
S&P 500 ----.-- --.-- --.--%
Russell 2000 ---.-- --.-- --.--%
* All data is delayed at least 15 minutes.
Seperate multiple lookups with a comma
Latest News
Financial Sense - Welcome to October

 

We have been sharing the historic trends about how equity markets perform in the fall – and on average, it’s not pretty. Recall that several of “the big ones” – the crash of 1929, the 22% single day crash of 1987, and the 2008 market meltdown when Lehman Brothers went bankrupt – all of these historic market declines occurred in October.
 
That First RMD from Your IRA

What you need to know.

Provided by Jim and Teresa Yent

When you reach age 70½, the IRS instructs you to start making withdrawals from your Traditional IRA(s). These IRA withdrawals are also called Required Minimum Distributions (RMDs). You will make them annually from now on.1

 
Quarterly Economic Update - 2Q 2014

THE QUARTER IN BRIEF
After a first quarter marked by dismal GDP and a tepid stock market, the second quarter of 2014 brought welcome change. The S&P 500 posted a Q2 gain of 4.69%. Hiring picked up, and so did inflation.
 
USA Financial Trending Report - August 2014

 

Every month, we’re thrilled to make available to you an important video and letter from the CEO of USA Financial Portformulas, Mike Walters.

As you likely know, our firm, in conjunction with USA Financial Portformulas, monitors trends in the stock market and the economy. We rely on this data to help us make unemotional decisions about our investments.
 
When a Windfall Comes Your Way

 
What do you do with big money?
 
Provided by Jim and Teresa Yent
 
   
A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about funding your retirement or your children’s college educations, and newfound financial freedom can lead to time freedom – greater opportunity to live and work on your terms.