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Monthly Archives: December 2014

Morning MoneyBeat: Bargain Hunting for Energy Stocks

Posted 5:05 pm by Capital Management Group & filed under Financial Planning.

From The Wall Street Journal, December 29, 2014 For some investors, energy stocks are the best bargain of this holiday season. In the weeks leading up to Christmas, money managers scooped up energy companies. They were attracted by the sector’s steep fall in the second half of the year as the price of crude tumbled…. Read more »

The Best Way to Tap Your IRA In Retirement

Posted 5:04 pm by Capital Management Group & filed under Financial Planning.

From Money.com, December 17, 2014 Q: I am 72 years old and subject to mandatory IRA withdrawals. I don’t need all the money for my expenses. What should I do with the leftover money? Jay Kahn, Vienna, VA. A: You’re in a fortunate position. While there is a real retirement savings crisis for many Americans,… Read more »

Your End-of-Year Financial Checklist

Posted 4:29 pm by Capital Management Group & filed under Financial Planning.

From U.S. News & World Report, December 2, 2014 Heed this advice to start 2015 on the right financial footing. The month of December often whizzes by in a flurry of gift buying, cookie baking and snow shoveling. But the final month of the year is also a good time to get your finances in… Read more »

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  • Advisor Insights – Thomas Mingone on Investopedia
  • Capital Management Group of New York Announces Appointment of Kevin Small as Senior Wealth Advisor
  • Capital Management Group of New York Announces Appointment of Brian Edward McGuinness as Senior Wealth Advisor
  • 4 Smart Retirement Moves Couples in Their 40s Should Make Now

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    Thomas Mingone California Insurance License #: 0D07280 Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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