Category: Finance

Finance

Saving for Retirement: A “How To” for 2014

Most CERTIFIED FINANCIAL PLANNERTM professionals encourage clients to start saving for retirement early in life . . . and for ...
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FinanceWomen's Roundtable

Prepare Now for Retirement Later

It’s common knowledge that many Americans—of both genders—are at risk of underfunded retirement. For women, the risk is intensified. Historically ...
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Finance

How Do You Like Risk?

With the S&P 500 Index dropping 3.5% in the first month of 2014, this is a good time to think ...
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FinanceMarket Analysis

Market Analysis Video – January 2014

The New Year brought volatility back to the stock market. The S&P 500 fell -3.5% while foreign stocks, as measured ...
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FinanceWomen's Roundtable

Taking Charge of Your Financial Future

We women earn money, we save it, we spend it, and we donate it. Yet, very rarely do we really ...
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FinanceMarket Analysis

Market Analysis Video – December 2013

Happy New Year! December wrapped up the year positively for equities worldwide. The S&P 500 Index rose 2.5% during the ...
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FinanceMarket Analysis

Market Analysis Video – August 2013

Stocks pulled back in August. The S&P 500 Index lost -2.9% while the foreign stocks of the MSCI EAFE Index ...
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Finance

2013 Tax Planning and Year-End Tips (Part 2 of 2)

Are you retired, taking distributions from your retirement accounts, or considering gifting money or assets to a family member or ...
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Finance

2013 Tax Planning and Year-End Tips (Part 1 of 2)

We hope you had a wonderful Thanksgiving and are ready for the upcoming holiday festivities. This year has passed quickly ...
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