Category: Finance

FinanceWomen's Roundtable

Saving for Retirement: What Will Be Your Story?

Many websites and financial professionals touting retirement savings plans offer little more than off-the-shelf plans that express the end result ...
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FinanceMarket Analysis

Market Analysis Video – June 2014

Stocks continued higher in June with the S&P 500 Index producing a gain of 2.1%. Foreign stocks, as measured by ...
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Finance

The Timing of Returns Matters to Your Retirement

Developing a retirement plan used to involve a simple set of calculations. Any financial calculator could be used as a ...
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Finance

Fear Gets in Our Way as Investors

There’s a reason that people worry about when exactly to invest in the market. As the opening keynote speaker for ...
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FinanceWomen's Roundtable

Meet Their Needs for a Lifetime

You’ve probably heard the Chinese proverb, “Give a man a fish and you feed him for a day; teach a ...
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FinanceMarket Analysis

Market Analysis Video – May 2014

Despite the annual call to “sell in May and go away,” stocks pressed forward last month. The S&P 500 Index ...
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Finance

Pensions: A Powerful Force in Retirement Planning

Financial planning is a crucial process for determining the relative importance of specific resources and strategies for retirement. The process ...
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FinanceWomen's Roundtable

Saving for Retirement

Children are generally afraid of the dark. A line from the old Scottish prayer, “From ghoulies and ghosties, and long-leggedy ...
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Finance

When Are You Considered Self-Insured?

Retirement affords you the freedom to do what you want. For the first time in a long time, you are ...
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