August 19, 2010
- Markets in Transition
Ever watch a sporting event with the volume turned down? It may take away from some of the “drama”, but you also don’t have to listen to the idle chatter and biased views of the commentators. (…)
August 3, 2010
- Double Dip Recession?
So what’s really going on? After a terrible 2nd quarter, the market posted its first Positive month in July (7%) since April. US Equities for the year are basically flat for the year. (…)
July 24, 2010
- Involving Your Children in Your Estate Planning
When should you start to discuss your estate plans with your children? There is no one right answer, but it's probably earlier than you think. (…)
July 22, 2010
- Stretch IRA – Rules For Inherited IRAs
Whether you're inheriting an IRA or trying to protect your own heirs, you've got to dance the IRS music.
1. First, do no harm. (…)
July 20, 2010
- Latest Market Thoughts…
I love to read Bob Doll, of Blackrock. He’s got a good perspective on things. (…)
July 1, 2010
- Saving Investors from Themselves…
We truly believe the value we bring to clients is “Saving Investors from Themselves.” While over the years, investors have become smarter, but knowledge is a dangerous thing. (…)
June 24, 2010
- No Surprises from the Fed
No surprises from the Fed today.
First statement since recovery unfolded in which Fed had to dial back its language about recovery's pace. (…)
June 15, 2010
- Independent RIAs Attract More Clients from Larger Rivals
According to a survey by TD Ameritrade, independent advisors increased their roster of clients over the last six months.
Why? (…)
May 19, 2010
- Most Americans Trail On Retirement Goals
In a recent survey, when it comes to retirement, 57% of Americans who say that they are either a little or far behind financially. (…)
May 14, 2010
- How Late Boomers Can Still Build A Nest Egg
All may not be lost for those people who are well into their fifties and have not begun saving for retirement, but it is going to take some serious sacrifices for the next five to 10 years. This according to a recent article in Financial Advisor Magazine (HERE).
The article laid out ways a 55-year-old making $80,000 a year can still put aside $345,000 to $444,000 in tax-deferred savings for retirement. (…)
May 11, 2010
- Market Volatility Continues…What Next?
Here’s an interesting perspective from Bob Doll, the head of Blackrock. He always has keen insights. Here’s a link to his full commentary. (…)
May 7, 2010
- America's Back!
America is Back! Newsweek declares last month. Cover-story author Daniel Gross says the economy is making a strong comeback, defying the odds and surprising the naysayers. (…)
May 3, 2010
- Mosaic Wealth Management in the Media Again
Mosaic Wealth Management in the media once again. (…)
May 1, 2010
- Women Feel Concerned with Their Finances
A continuing trend – Women feel concerned about their finances, according to a recent study sighted in “When Living Longer is a Risk for Women” by Ruthie Ackerman (click HERE for link to full article)
Highlights of the article include:
During their lifetimes, women tend to make less money than men and, in turn, save less for retirement. (…)
April 10, 2010
- Where's the Market Heading?
After the market roller coaster of 2008 and 2009, the first quarter of 2010 has been blessedly uneventful by comparison. (…)
March 26, 2010
- Did You Make Money in 2009?
Here’s an interesting article on Bloomberg yesterday. (…)
March 11, 2010
- More on How to Beat the Market
Here we go again. The Standard & Poors, of the S&P500 index, also conducted its annual study of the Index vs Active Funds. (…)
March 10, 2010
- Develop a Sell Discipline
Come take a look. We were recently quoted in a UK Magazine – Fundstrategy.co.uk. The story was about Lessons learned from the financial crisis. The reporter interviewed several advisors. (…)
March 7, 2010
- How to Beat the Market
Here’s an interesting piece by Morningstar – the most recognized company to “rate” mutual funds. Morningstar did a report to determine if an active fund is adding value or not. (…)
February 10, 2010
- Are We There Yet?
For investors, the year 2009 came in above the long-term historical averages; hard to believe given how low we went on March 9th. A more important question for investors to as is “Are We There Yet?” What progress did you make toward your long-term financial goals? (…)
