Risk, Recovery & College Aid
Dear Friends and Family, Investors are currently getting overpaid for taking risk, while yields on 'safe' securities remain very low. Fidelity found that 401(k) participants who stayed invested during the…
Debt Downgrade & Green Choices
Dear Friends and Family, Congress has taken a comedy of errors and turned it into a full-blown tragedy. This quote from Forbes captures the chaos around the debt ceiling. A…
Debt Ceiling & U.S.
Dear Friends and Family, “Investors need to remain calm. Let the politicians be hysterical.” We thought it was appropriate to discuss the hysteria and politics surrounding the “debt ceiling” discussions…
Debt Talks and Market Volatility
Dear Friends and Family, Congress is negotiating the federal debt ceiling. While headlines may be unsettling, we urge patience. The U.S. has never defaulted, and we believe an agreement will…
Mid-Year Check-In
Dear Friends and Family, As we near mid-year, it’s a good time to revisit your goals and financial strategy. Medicare Note: The Affordable Care Act adds preventive services with no…
Financial Scams, Housing Tips & Seminar Recap
Dear Friends and Family, We’d like to highlight some common financial scams and how to protect yourself: Never give personal info over the phone unless you initiated the call. Be…
Q1 Review, Consumer Trends & Tax Filing
Dear Friends and Family, Q1 2011 is behind us. Here’s a quick recap of consumer and economic trends: Consumer spending increased for the eighth straight month. Auto sales reached their…
Energy, Housing & Tax Season
Dear Friends and Family, “The U.S. Constitution doesn’t guarantee Happiness, only the pursuit of it.” It seems like a long and painful pursuit recently with the housing market, financial markets…
Economic Signals & Credit Card Tips
Dear Friends and Family, January headlines of interest: New single family home sales increased 17.5% in December. Existing home sales increased 12.3% in December. U.S. car and light truck sales…
Company Highlights, IRA Beneficiaries & Insurance Review
Dear Friends and Family, Happy New Year! We hope you enjoy a happy, healthy and successful year ahead. We are happy to announce several exciting events happening in our company…
Roth Conversions, Charitable Giving & Tax Outlook
Dear Friends and Family, Year-end planning carries more importance this year as the Bush Tax Cuts are scheduled to expire December 31. Unless Congress intervenes, tax laws will revert to…
Economic Optimism, Health Rules & Year-End Deadlines
Dear Friends and Family, On September 13th, 2010, Warren Buffett, Jeff Immelt, and Steve Ballmer all expressed positive outlooks on the economy. Despite negative headlines, there are many reasons to…