Category: Finance

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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FinanceMarket Analysis

Market Analysis Video – April 2014

As in the first quarter, stocks pulled back in April but managed gains at the end of the period. The ...
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Finance

What is Hyperopia?

In an ideal world, people would begin trying to find a financial planner as soon as they had an income. ...
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Finance

Obama Urges Limits on the Use of the Social Security File and Suspend Strategy

Most everyone knows that you can wait to collect your Social Security benefits until age 70, increasing your monthly benefit ...
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FinanceWomen's Roundtable

FOCUS (in the series Taking Charge of Your Financial Future)

Dateline: Wednesday, March 26—At the end of the workday, as the hum of office activity subsided, Bell Investment Advisors’ downtown ...
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