Category: Finance

Finance

Strengthening Your Financial Plan with Retirement Account Contributions

As we get closer to April 15, tax day in the United States, this may be a helpful reminder: you ...
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FinanceMarket Analysis

Market Analysis Video – January 2015

“As January goes so goes the year,” used to be a well-known and useful adage on Wall Street. From 1970 ...
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Finance

The Joy and Anxiety Produced by Low-Priced Oil

We were amused on January 23 when our Time magazine arrived, dated February 2. We wish we could be so ...
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Finance

Lose the Weight

The top New Year’s resolution, according to USA.gov and the Journal of Clinical Psychology, is to lose weight, but what ...
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FinanceMarket Analysis

Market Analysis Video – December 2014

The month of December proved to be a microcosm for the year in terms of foreign versus domestic stock performance. ...
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Finance

Two Important Trends for 2015

As an equity investor, there are two important historical trends to be aware of that apply to 2015, both of ...
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FinanceMarket Analysis

Market Analysis Video – November 2014

Stocks started their historically strongest six-month period (November to April) with gains. U.S. stocks managed to produce a return of ...
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Finance

Gifts That Give Back

‘Tis the season. The holidays are a great time to experience the joy of giving to friends and family. It ...
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Finance

Don’t Believe Everything You Read About Investing

A client of ours forwarded us an email she received from a financial news organization to which she subscribes. It ...
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