Category: Finance

Finance

Did You Make the Social Security Cut Before the Loopholes Closed?

You may have heard the chatter about some Social Security loopholes being closed as part of the budget deal struck ...
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Finance

Why We Don’t Like Bond Indexes

Most investors know that most stock indexes like the S&P 500 are weighted by size or market capitalization as it ...
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Finance

Actions Speak Louder Than Words: The Visit of China’s President Xi Jinping to America

President Xi Jinping of China arrived in America the week of September 22 (during the same time that Pope Francis ...
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Finance

Planning for Market Volatility and the Trouble with Target-Date Funds

As part of our ongoing financial planning work, we assist our clients by recommending an allocation for their retirement plan ...
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Finance

Is There an Opportunity in Energy Stocks?

In our investment management experience, investors fall into one of two camps when looking at an investment that has dropped ...
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FinanceMarket Analysis

Market Analysis Video – March 2015

Stocks pulled back in in March. Despite two down months in the first quarter, stocks were able to produce a ...
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Finance

Consequences of a Strong Dollar

The value of the U.S. dollar relative to other world currencies has grown by approximately 22% in the past year. ...
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FinanceMarket Analysis

Market Analysis Video – February 2015

Stocks bounced back in February after declining to start the year. U.S. stocks enjoyed their best month since October 2011 ...
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FinanceWomen's Roundtable

Investing in Ourselves at Various Life Stages

Whether we like it or not, life and money will always be inextricably linked no matter what stage of life ...
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