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. (…)
November 16, 2011
- More Evidence on Saving Investors from Themselves – they Buy High, Sell Low
According to Morningstar data released this month (click HERE for full report), retail investors redeemed $18.2 billion from U.S. (…)
November 12, 2011
- Big Lie Goes Viral – Causes of the Financial Crisis
As mentioned before, we spend many hours each week reviewing a variety of the very best sources for new insights. This article has gone “viral” on Washington Post’s website. (…)
October 29, 2011
- Top Concerns of Investors
Research tells us that there are six major concerns that investors are looking to solve:
Preserving wealth. (…)
August 19, 2011
- Encouraging News on the Market
In light recent events, we thought the following article might be of interest to you. Our team at Mosaic Wealth Management is anticipating this volatility to continue. (…)
July 15, 2011
- Retirement is Not a Guess!
A great article by Smart Money (via yahoo.com) on retirement. Yes, there are many uncertainties; Yet you have more control over your future than you think. (…)
May 12, 2011
- Inflation fears are over-blown
Inflation fears are over-blown; that’s the position of David Rosenberg, famed Wall Street Guru. (…)
April 7, 2011
- Critical Investment Lessons from Japan
At the end of each quarter, I send clients a letter summarizing events of the past three months. For this quarter’s letter, I wanted to highlight two important lessons for investors. (…)
April 5, 2011
- Protecting Investors from Tax-Related Internet Scams
It's tax season and the phishers are out in full force. (…)
March 26, 2011
- Inheritance Economics
Key points
Learn how to make the most of an inheritance
Depending on the size of the inheritance, you might need to create or revamp your financial plan. (…)
March 24, 2011
- Will I Ever Retire??
How did your portfolio do in 2010? And more importantly, what progress did you make toward your long-term financial goals? (…)
March 14, 2011
- Tax Tip: Create a Process ; Make it Efficient ; Watch the Trend
Simply asking your CPA questions and looking at information which the might have been overlooked or didn’t know was deductible can result in a tax refund for many individuals. (…)
