Market Watch

May 27, 2012 @ 10:16 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86

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Brandon Bay, Managing Partner
Andrew Meselson, Partner
Susan Chung, CLU
Joseph Hong

Under the leadership of Brandon Bay, PAG has hosted the Annual Advanced Planning Conference to provide professional financial information and advanced planning strategies to the Korean American CPA Society of Southern California (KACPA).   PAG is a financial professional group anchored in integrity, unique resources, and innovative and practical financial strategies. PAG's reputation for the highest level of professional ethics and reliability provides clients with a high level of confidence in the programs and products PAG recommends and helps implement.

 

  Areas of Service Provided by PAG

•Estate Conservation Strategies*

•Retirement Planning

• Asset Management Accounts

• Wealth Preservation & Accumulation Strategies

• Business Planning• Buy-Sell Plans

• Life Insurance for Key Person

• Deferred Compensation & Executive Bonus Programs

•  401(K) & other Company Sponsored plans

*funded by life insurance and other financial products    053-007 (3/12) WLA

Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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Calculators

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Estate Taxes

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