FOURTH QUARTER 2016

Fourth Quarter 2016 – The Year of 20,000!

We closed the books on 2016 and look forward to what 2017 might offer. Before we try to completely forget about all that 2016 thrust upon us, let’s tally up the final quarter. While October began with a slow negative slant, the November 8th election seemed to make everything reverse course. The markets responding quite […]

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FOURTH QUARTER 2016

Fourth Quarter 2016 – 30 IN 30

The year 2017 represents my 30th year in the career of stock broker/investment representative/financial consultant. I left my university career to begin working with clients planning for and experiencing retirement. A popular ESPN series of sports stories, called 30 For 30, led me to writing this article on the 30 most important things I have […]

FOURTH QUARTER 2016

Fourth Quarter 2016 – A Time of Transition

When we opened The Volkers Group in 1996, part of our goal from the very beginning was to provide consistent service to our clients. The people in our office, from advisors to administration staff, work from the same moral compass. We are determined to do what is best for our clients. From day one, Frank […]

FOURTH QUARTER 2016

Fourth Quarter 2016 – IRA Contribution Limits for 2016

  2016 Traditional & Roth IRA contribution deadline is 4/15/2017 2016 Simple IRA contribution deadline for Employees was 12/31/2016 2016 Simple IRA contribution deadline for Employers is 4/15/2017 2017 Simple IRA contribution deadline for Employees is 12/31/2017 2017 Simple IRA contribution deadline for Employers is 4/15/2018 2016/2017 401(k) contribution deadline is December 31st for the […]