Resources

Welcome to our Resources section.

Clients of Bull & Bear Capital Advisors
receive timely information in a variety of forms, including emailed newsletters. 

We present selected items here for your reference–only a click away.

   
 
Table of Contents

NEWSLETTERS

February 2009
• The Recession: How Bad Is It?

• Dementia Is Also A Financial Matter

• It’s A Good Environment For Roth IRA Conversions

March 2009
Bear Market: It's Flu Season Again

Make Estate And Financial Planning A First Step After

   Divorce Or
Death Of A Spouse
It Is A Season of Mounting Hysteria At Both Ends Of The Political Spectrum
How To Prepare For Your First (or New) Planner Visit

April 2009
How Does the Stimulus Plan Affect You? It's Good To Get Some Advice Now
Slightly Less Black: Federal Reserve Reports a Slowing in the Decline
Exit Stage Left: Is it Time To Start Preparing Your Business
   For Life Without You? Step 1.

May 2009
When 25 Equals 4½
Preserving the Family Vacation – Top Tips to Keep Spending in Check
Why Financial Planning Matters in the Toughest of Times
Where the Rubber Meets the Road: Is It Time To Start Preparing Your Business For Life Without You? Step 2.

June 2009
How To Be Financially Prepared For Any Disaster—
   Fire, Flood, Earthquake, Hurricane

Don't Let Economic Troubles Threaten Your Retirement Plans
A Lifetime Of Lessons In Just One Decade

July 2009
Detailed Exit Planning In A Tough Economy
Even When A Spouse Dies, Debt Lives On

August-September 2009
• Getting Your Finances Ready For The Next Rainy Day—or Decade
Taking A Fresh Look At Your 401(k) Allocation

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BULL & BEAR CAPITAL ADVISORS
6817 Southpoint Parkway, Suite 1003  ·  Jacksonville, Florida 32216
phone: 904.363.3600

Securities offered through Bull & Bear Brokerage Services, Inc., Member MSRB, NASD, SIPC.