Business Insights

May 17, 2012

• Recent Market Correction

  Investors are being inundated with negative news these days. (…)

May 16, 2012

• Act, Learn, Build: Lessons for Small Business Owners

  As a financial advisor that works with business owners, I’m always interested in information to share on how to run a business more efficiently.  Here is an interesting article from the Washington Post (HERE) citing research from an upcoming book “Just Start: Take Action, Embrace uncertainty, Create the Future”
  They say most business owners’ mindset is “plan, optimize, execute”; but the most successful business entrepreneurs’ mindset is “act, learn, build” – or the Nike slogan “Just Do It”
  Serial entrepreneurs, those individuals who have successfully started multiple companies, have mastered managing the unknown. (…)

May 9, 2012

• Myth of the US Decline

  Here’s a great article and video (see it HERE) by Daniel Gross on how the US is better, stronger, and faster than anywhere else in the world.  It reminds me of the Warren Buffett talks about how he’s “betting on America”. (…)

May 7, 2012

• Who Are the One Percent?

  An interesting article in Barron’s (HERE) that goes through the research of the Harrison Group – 2012 Survey of Affluence and Wealth In America. (…)

April 27, 2012

• Business Owners aren’t prepared for retirement

  Here’s a good article from USA Today on the difficulties faced by small-business owners (Full article HERE ). (…)

April 9, 2012

• Confidence In Your Retirement Requires Planning

  Americans are losing confidence in their ability to afford a desirable retirement. (…)

March 25, 2012

• Investors exploited by Wall Street

  Here’s an interesting article from CBSMoneywatch (HERE) on how Wall Street brokerage firms take advantage of some investors. (…)

March 9, 2012

• Market Moves Higher

  Liz Ann Sonders of Schwab is one of the Wall Street guru’s that I like. (…)

March 1, 2012

• Joining the 2% Club

  As a business owner, you know from firsthand knowledge that being an entrepreneur involves taking risks. (…)

February 24, 2012

• Business Owner Thinking Outside the Box

  Now, more than ever, business owners must be smart about growing their business, a Dentist has come up with a creative solution to both growing his business & uninsured dental patients? (…)

February 17, 2012

• Married couples often disagree on Retirement Finances

  You may plan to retire to Florida when you're 67, but there's a good chance your spouse has other ideas, according to a new survey that asked married couples about their retirement plans.  An interesting article on CBS Marketwatch talks about how married couples often disagree on many other Retirement Finances as well.  Here are some highlights from the survey / article (Click HERE for full article)

  66% of couples don't agree on the age at which they'll retire, and
  33% of couples disagree or don't know where they'll live once they retire,
  47%  of couples don't agree on whether they'll work in retirement
  73% percent of the couples disagreed on whether they have completed a retirement-income plan
  55% of the couples surveyed disagreed on what their top source of retirement income would be

  Honey, We Have a Financial Adviser

  Only 58% of the couples said they work with a financial adviser
  35% of the couples said they both meet with their investment professional, while
  36% said the husband has primary contact with their finance expert,
  12% said the wife had primary contact, and
  17% disagree about who meets with that person. (…)

January 31, 2012

• Market Commentary Continues to Show Positives

  Reading through the weekly commentary from Bob Doll, of BlackRock, he held an overall positive view on the economy, unemployment and the stock market. (…)

January 27, 2012

• Quick Way to Achieve your Goals

  As we move toward the end of January, there’s lots of attention on making resolutions happen (financial, personal, etc). (…)

January 7, 2012

• Stock Market Reflections on 2011 and 2012

  It’s that time of year again when we all look back on 2011 and look ahead to 2012. We always say you can’t Predict, but you can Plan for the future. (…)

January 6, 2012

• Resolutions: Use these steps to set up a budget

  One of the most popular New Year's resolutions is to put together a budget and stick to it. Yet many people don't accomplish even the first step. (…)

January 5, 2012

• Avoid the “hurry-up offense” retirement

  In a recent article in USA Today (HERE) they talked about common nightmares people have – the one where you’re back in high school and haven’t studied for an exam. (…)

December 26, 2011

• Baby Steps is what Dave Ramsey calls for

  Dave Ramsey is an author and radio personality who talks about beating debt and building wealth.  This year over the holidays I reviewed his book and his website. (…)

December 22, 2011

• Treat your personal finances like a business

  Businesses function by controlling their expenses and try to turn a profit. This is a notion that can also be applied to your own finances. (…)

December 3, 2011

• Secrets to Financial Security

  Another end of year article, adapted from an old Kiplinger piece (Kiplinger.com) to help you find the secrets to financial success. (…)

December 1, 2011

• 5 Ways to Simplify Your Financial Life

  The end of the year is a good time to reassess your life – both personal & financial. (…)