Category: Finance

Finance

Death of Retail: Fact or Fiction

Many of the headlines in the news about brick and mortar retail suggest this method of spending is becoming extinct ...
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FinanceMarket Analysis

Market Analysis – May 2017

Politics still impact financial markets in the short term, as shown by the Dow Industrial Average falling 373 points on ...
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Finance

Financial Planning as a Career Asset

Over the years I have met one-on-one with many college students, often the children or grandchildren of my investment management ...
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FinanceMarket Analysis

Market Analysis – April 2017

Scott Wittman, Chief Investment Officer at American Century Investments, is one of the investment professionals I like to follow. Recently, ...
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FinanceMarket Analysis

Market Analysis – March 2017

In my 35 years as a Financial Advisor, I have never seen a U.S. President capture so much attention from ...
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Finance

Are You Saving for Retirement? — Advice for Women

A 2016 Survey by GOBankingRates found that 56% of Americans have less than $10,000 saved for retirement. Scary stuff. Scarier ...
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Finance

Tax Season Prep: Taxes and More

Tax season is upon us, and you may be getting ready to file by the April 18 deadline. Typically, the ...
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FinanceMarket Analysis

Market Analysis – February 2017 (with Fiduciary Rule comments)

The Fiduciary Rule After more than a year of deliberation, the US Department of Labor (DOL) under President Obama issued ...
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FinanceMarket Analysis

Market Analysis – January 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There is concern that ...
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