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 25, 2012
- Retirement Planning In Your Fifties : a Case Study
Howard and Chrissie Jones both turned age 50 this year, and they’re looking ahead—and they’re concerned they haven’t saved an adequate amount for retirement. (…)
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. (…)
October 29, 2011
- Top Concerns of Investors
Research tells us that there are six major concerns that investors are looking to solve:
Preserving wealth. (…)
October 18, 2011
- Don’t Leave Money on the Table
FINRA this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs (HERE for full article). (…)
October 17, 2011
- Investors Choose RIAs because of Fiduciary Duty
In a recent survey TD Ameritrade (HERE), Trust and Customer service are the most important reasons why clients opt to work with registered investment advisors (RIAs)
The quarterly query found that 29% of clients using RIAs said their fiduciary responsibility to work in the best interest of clients was the No. (…)
September 22, 2011
- Retirement Planning Challenges For Women
Here's another interesting article in Forbes (HERE) about the importance of Women becoming involved in their own retirement planning. (…)
August 17, 2011
- The Post Every Woman Should Read on Financial Planning
In our experience, couples may come in together, but each has a different focus – quite often it’s the women who lead the discussion about planning for the guardianship of children, and the men who lead the discussion about financial planning. (…)
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 18, 2011
- Retirement Survey Shows Boomers Focused on Preserving Savings
Charles Schwab released findings from its latest quarterly retirement pulse survey, outlining how consumers plan for and approach retirement in the current economic environment. (…)
