Blog
Your Money & The Markets in August
A repertoire of mixed economic news seemed to be the main theme of July. On the bearish front, employment growth decelerated and construction spending fell. Adding to this sentiment were
The Costs of Financial Procrastination
The Costs of Financial Procrastination. Retirement usually doesn’t start until you’re in your 60s but there is a good reason to start saving much sooner. The earlier you contribute to
Your Money & the Markets in June
The markets went through a lot of turmoil in June, as stronger economic reports were offset by fears of the Fed tapering its bond-buying programs. Home prices, employment reports, and
Measuring Fear in the Markets
Fear is a basic emotion that all human beings experience when feeling threatened or uncertain. Fear can be caused by many things, from being afraid of losing a loved one,
New Market Highs? Interest Rate Fears? Now What?
In recent meetings with clients, the common question we hear is, “Where are we headed now that the markets have reached new all-time highs?” The obvious follow-up questions are: What
Whose Side are Financial Advisors On?
The April 23 PBS Frontline episode was the most-watched edition of the news magazine since the presidential elections—and with good reason. Titled “The Retirement Gamble,” it tapped in to a
The Economy in May
Economic data, corporate earnings, and corporate forecasts continued to be a mixed bag even as the S&P 500 rallied past 1,600 in April. Markets reacted favorably when central banks made
Self-Employed? Not Sure What The Self-Employment Tax Is? Read here!
If you thought that running a successful business on your own was hard enough already, think again. As a self-employed individual, defined by the IRS as someone who operates a
2013 Q1 Client Letter
We have completed your 2013 First Quarter Holdings & Performance Report,and it is now available in your Client Portal (Sharefile).Our lower risk portfolios yielded high single-digit returns while are more
On the Events in Boston
The heartbreaking events in Boston on Monday are a sobering reminder that tragedy can strike when we least expect it. Our hearts go out to the victims and their families.
Credit Card Basics
Credit cards are magic little pieces of plastic that allow you to use money without having it, right? Wrong. The reality is that credit cards are magic little pieces of
Protecting Seniors From Scams
Financial scams that target seniors are all too common—and they often end tragically. In one of the most recent examples, the Securities and Exchange Commission is charging a couple in