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March 10, 2010 @ 09:17 AM

Nasdaq Composite	2,340.68	+ 8.47
S&P 500	1,140.44	+ 1.94
10 Year Treasury Note	3.70	-

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Articles

Estates & Trusts

Estate Planning

Avoiding Probate

Charitable Gifts

Controlling the Distribution

Paying Estate Taxes

Benefits of A-B Trusts

Gifting Strategies

Charitable Lead Trusts

Charitable Remainder Trusts

Wealth Replacement Trusts

Family Limited Partnerships

Property Ownership

Eliminating the Estate Tax

Retirement

How Much Do I Need to Save

A New Chapter for Retirement

Profit-Sharing Plans

Money Purchase Pension Plans

Why Purchase Annuities

Split-Annuity Strategy

Annuity Living Benefits

Unforgettable Birthdays

Your Business and Retirement

Planning Options

Future of Social Security

Social Security Income

Self-Employed Retirement Plans

Equity-Indexed Annuities

Retirement Plan Distributions

Traditional IRAs

Managing Retirement Plans

Save Now or Later

Tax Planning

Capital Gains Tax

Retirement Plan Limits

Estate Tax Repeal

Required Minimum Distributions

Charitable Trust Tax Benefits

Retirement Plan Taxes

Withdrawing Before Age 59.5

Tax-Advantaged Investments

Tax-Advantaged Alternatives

Tax Strategies for Retirement Plans

Tax-Free Investments

Mutual Fund Profits

Tax-Free Insurance Upgrades

Investing

Exchange-Traded Funds

Growth Stocks vs. Value Stocks

Mutual Fund Taxes

Zero-Coupon Bonds

Diversification

Mutual Funds vs. Stocks

Closed-End Funds

Mutual Fund Loads

Fixed vs. Variable Annuities

Investment Risks

Asset Allocation

College Savings Plans

College Investment Options

Managed Investments

Dollar-Cost Averaging

Cash Management

Cash Management Basics

Doubling Your Money

Cash Management Tools

Money Market Funds

Biweekly Mortgages

Reverse Mortgages

Smart Financing Ideas

College Financial Aid

Savings Alternatives

Effects of Inflation

Home Equity Loans

Risk Management

Why Purchase Life Insurance

Annuities as an Insurance Product

Property and Casualty Insurance

Business Owner Policies

Life Insurance for Business Owners

Split-Dollar Life Insurance

Last-Survivor Life Insurance

Disability Insurance for Business Owners

Types of Life Insurance

Term Life Insurance

Whole Life Insurance

Universal Life Insurance

Variable Life Insurance

Insurance Claims

Maximizing Insurance Benefits

Insuring Your Future

Protecting Your Home

Assessing Disability Insurance

Types of Health Care

Additional Liability Coverage

Evaluating Insurance Companies

Long-Term-Care Costs

Medicare Coverage

Newsletters

March

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Pursuing Both Growth and Value

Don't Let a Disability Cripple Your Family's Finances

Working for Social Security

A Simple Way to Help Your Family

Most Recoveries Are Announced Months After They Begin

February

HOT TOPIC: Does the Estate Tax Have a Future?

Are You Making These Cash Mistakes?

Patching the Alternative Minimum Tax

Tips for Healthy Life Insurance

What Does a Fed Chairman Do?

Don't Forget the World

January

HOT TOPIC: What's Ahead for 2010?

Are Target-Date Funds Off Target?

The Benefits of Social Security

Love and Marriage and Retirement

Beware the Better-Than-Average Effect

When Tea Leaves Won't Do

December

Hot Topic: 2010: The Year of the Roth Conversion?

An Extra Layer of Protection

Getting the Right Mix

New Year: Check and (Re)balance

Mark Your Calendar

Ready or Not, You're Retired!

November

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Home Equanimity

The Measure of a Life

Confident in Consumer Confidence?

Playing Catch-Up with Contributions

Measuring the Jobs Situation

October

HOT TOPIC: Moving Forward from the Credit Crisis

Making Moves to the Money Market

Estate Conservation You Can Trust

Retirement Countdown in a Down Market

Fixed Annuities May Offer Stability

Get Ready for Earnings Season

September

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

A New Way to Diversify

One Final Letter

Insurance for Your Whole Life

Variable Annuities Add Guarantees

A Long Look at the National Debt

August

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Municipal Haste

The Long Road Ahead

Note to Self: Check Beneficiary Designations

Still Time for Stimulus Benefits

Looking for an End to the IPO Drought

July

HOT TOPIC: Looking for a Recovery in Odd Places

Get Your Retirement Reality Check

Higher Education Pays, But So Will You

It's Not Too Late to Consider Life Insurance

Good Care Begins Early

Stalking the Mighty Consumer

June

HOT TOPIC: Social Security and Medicare in Crosshairs

Estate of Emergency?

It's Time to Get Real

Inflation Goes to College

Testing Your Liability Limits

The Positives of Negative Correlation

May

HOT TOPIC: Don't Risk an IRA Rollover Mistake

Celebrate Life and the Benefits of Insuring It

A Question of Identity

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

The Land of Income Mobility

Recapping Market Capitalization

April

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

Never Too Old—or Too Rich—to Consider Life Insurance

Avoid the Timing Trap

Income Now or Later

Defend Your Retirement from Inflation

Separate Your Business from Your Portfolio

Our Associates

Tax Library

Tax Publications

TaxWise Strategies

Calculators

Loans & Credit Cards

Home Affordability

Mortgage Refinancing

Mortgage Acceleration

Credit Card Debt

Car Affordability

Estate Planning

Retirement & Inflation

Cost of Retirement

Required Minimum Distributions

Impact of Inflation

Retirement Plan Early Distribution

Personal Inflation Rate

Retirement Portfolio Lifespan

Taxes & IRAs

Federal Income Tax

Tax-Deferred Savings

IRA Eligibility

Roth IRA Conversion

Saving & Investing

College Funding

Savings Accumulation

Taxable Equivalent Yield

Capital Gains Taxes

Cash Management

Cash Flow Analysis

Lifetime Earnings

Financial IQ Test

Risk Management

Life Expectancy

Long-Term Care Self Insurance

LTCI Cost of Waiting

Disability Income Insurance

Glossary

Affiliated Offices

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Contact Info

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Santa Monica, CA 90405
Map and Directions

Phone: 800-600-2620

Additional Pages

Securities offered through SagePoint Financial, Inc., A Registered Broker Dealer. Member FINRA/SIPC. Indendent Capital Management, Inc. a registered investment advisor, is not affiliated with SagePoint Financial, Inc.

This communication is strictly intended for individuals residing in the states of

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IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.