THIRD QUARTER 2014

NorthOf70

NORTH OF 70

Interstate 70, with its east to northeast slant, is used by our local weathermen to track storms which typically move at the same angle. Today, I heard the WTWO weatherman, Dan Reynolds,state “The rain should stay south of I-70 while north of 70 will be dry.” The statement prompted me to reflect on my recent […]

October 21, 2014

BEING UNIQUE – NOT JUST A TITLE FOR INVESTORS

If you have ever looked at our brochure, visited our web-site, and/or attended one of our seminars you have probably seen, or heard us speak about, our investment philosophy which includes the belief that “Every Investor is Unique”. What we haven’t printed until now, is that we believe The Volkers Group is unique as well. […]

October 21, 2014


 

 

ARE YOU SMARTER THAN A 5TH GRADER?

We can all probably remember when this program aired on television. Of course, we all knew we were smarter, but there were times when some of the answers surprised us. We were certain our answers were correct, only to find out we were mistaken and we laughed at ourselves for forgetting facts we had once […]

October 21, 2014


THE ROTH REDO

With the tax filing season officially over on October 15th, I wanted to highlight a tax strategy that could help turn your IRA into a more tax friendly investment. I am talking about a Roth conversion… and, if necessary, a Roth redo as well. Some investors who find themselves in a low tax bracket will […]

October 21, 2014


 2014 CLIENT APPRECIATION EVENT

dennis-regan

THE VOLKERS GROUP CLIENT APPRECIATION EVENT 2014

Our 2014 Client Appreciation Event will be held at the Ohio Building on Tuesday, November 18th. This year our entertainment will be Comedian Dennis Regan.   Dennis Regan is an accomplished stand-up comedian specializing in clean, corporate comedy. His television credits include multiple appearances on both the “Late Show with David Letterman” and “The Tonight […]

October 21, 2014


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FEEDING THE HUNGRY OF THE WABASH VALLEY

Picture the setting. It’s Thanksgiving Day. Your family arrived early and stayed late. You laughed yourself silly, cheered at football on TV, and discussed Black Friday shopping. And some time during the day, you let out a sigh and said, “I ate too much.” Picture this setting instead. It’s Thanksgiving Day. Your family arrived early […]

October 21, 2014