Author Archives: Manager

BCG Securities Successfully Attains ISO 9001:2008 Triennial Assessment Audit

CHERRY HILL, NJ — January 28, 2015 — BCG Securities, Inc, a leading broker-dealer and investment firm, has successfully attained their ISO 9001:2008 Triennial Assessment Audit for Quality Management performed by Underwriters Laboratories (UL DQS). ISO 9001:2008 is an international … Continue reading

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Avoid These Mistakes With Your IRA, Part 2

One of the key rules to bear in mind when rolling over money from a former employer’s 401(k) into an IRA is the 60-day rule—that is, you have 60 days to complete the rollover. If you don’t complete the rollover … Continue reading

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Avoid These Mistakes With Your IRA, Part 1

Funding an IRA may seem like a simple financial task: Pick your provider, send in your money, and choose your investments. Done. But a look at Internal Revenue Service Publication 590, which details the ins and outs of IRAs, suggests … Continue reading

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November Market Commentary

As 2014 draws to a close, the U.S. is still experiencing a slow and longer-than-normal recovery. GDP: The GDP growth rate in the third quarter was boosted to 3.9%, up from 3.5%, and well ahead of expectations of 3.3%. A … Continue reading

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To vs. Through

Target-date funds may differ in their investment approach: Target-date funds can be designed to build up savings “to” an individual’s target retirement date, with allocations becoming more conservative at retirement. This approach results in funds adopting higher allocations to fixed … Continue reading

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Get a Tax-Smart Plan for In-Retirement Withdrawals

The following sequence may make sense for retirees to preserve the tax-saving benefits of tax-sheltered investments for as long as possible. 1) For retirees over age 70 1/2, the first stop for withdrawals are those accounts that carry required minimum … Continue reading

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October Market Commentary

The U.S. market returned 8.3% so far this year (as of the end of the third quarter). The U.S economy appears to be holding its own despite setbacks in the rest of the world. Employment: Private sector employment growth has … Continue reading

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Do You Have a Plan for Your Digital ‘Estate’?

Even people who think they’ve ticked off all of the usual boxes on their estate-planning to-do lists may have overlooked an increasingly important component of the process: ensuring the proper management and orderly transfer of their digital assets. Just as … Continue reading

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Investing in Commodities

Investing in commodities has grown in popularity over the last few years, and investors can now, more than ever, take part in this ever-growing market segment. Most importantly, adding commodities to the mix could benefit an investment portfolio. What exactly … Continue reading

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September Market Commentary

The U.S. market was up 4.19% in August after a modest pullback in July. Some of the drivers of the stock market included monetary policy news from Europe as well a number of generally positive economic news out of the … Continue reading

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