Baker Jensen Investment Advisors

 

BJIA Update
June 2008

Volume 13, Issue 5

Contents

The Economy May by Guy Baker
Give your portfolio an edge - Try investing globally
401(k) savers are making big mistakes
IRA Owners will get a chance to switch to a Roth in 2010
Spending slows, saving refunds, & more
Cuts in Medicare and housing prices may jeopardize retirement


June 2008 Newsletter

The Economy May - by Guy Baker

Guy BakerBased on the data that came out this week, you could look at the economy from a Macro perspective or a Micro perspective and reach very different conclusions. Let's start by looking at the macro level and then work our way down to the micro perspective. . . . -READ More-


Give your portfolio an edge -
Try investing globally

Global Money

There are nearly 70 stock markets offering their wares to investors around the globe. Sexy, up-and-coming markets like China beckon, while exotic markets like Turkey's and Russia's are growing fast. How should an investor allocate his limited investment dollar? . . . . -READ MORE-


401(k) savers are making big mistakes

Raiding the Piggy Bank

American workers are making plenty of mistakes with their retirement savings plans that could cost them big time after retirement, says the director of the Boston College Center for Retirement Research. . . . -READ MORE-


IRA Owners will get a chance to switch to a Roth in 2010

rothIndividual retirement account owners who have been prohibited from converting to a tax-free Roth IRA will get a one-time chance to do so in 2010. . . .

-READ More-


Spending slows, saving refunds, & more

Money Squeeze

The slow economy may be forcing Americans to cut their spending and save more, a national survey found. . . . -READ MORE-


Cuts in Medicare and housing prices may jeopardize retirement

House$ The Baby Boom generation may face a retirement funding crisis if Medicare and Social Security are cut or if home equity cannot be utilized, a new study by Barclay’s Global Investors found. . . . -READ MORE-