Category: Finance

FinanceMarket Analysis

Market Analysis – October 2016

A Growth Spurt for the US Economy, a headline in the October 29 Wall Street Journal, refers to the Commerce ...
Read More →
Finance

Qualified Charitable Distributions from IRAs

If you are age 70 ½ or older and have money in an IRA account, you must, as you may ...
Read More →
FinanceMarket Analysis

Market Analysis – September 2016

The decision by the Federal Reserve at their September meeting to not raise interest rates brought some sunshine to the ...
Read More →
Finance

A New Savings Plan to Help the Disabled Attend College: 529A

Millions of students will enroll in college this year, many using money from a 529 tax-advantaged savings plan to help ...
Read More →
Finance

Bond Market Outlook and Strategy 2016

In our last blog we shared an overview of our current thinking about the economy and the stock market this ...
Read More →
Finance

Economic and Stock Market Overview 2016

As we enter the middle of the third quarter of 2016, we thought we’d share an overview of our current ...
Read More →
Finance

Money Market Fund Reform

Driven by the 2008 financial crisis, the U.S. Security and Exchange Commission (SEC)SEC bldg has, in the last few years, ...
Read More →
Finance

When Your Portfolio Isn’t Making Money

While preparing for our next gathering of The Women’s Roundtable later this month, “Keep Calm & Invest On: Taking the ...
Read More →
Finance

Tax Season: Important Actions to Take

Tax season is upon us! As you know, that means you must file your taxes by April 15, unless you ...
Read More →
Scroll to Top