Category: Finance

FinanceMarket Analysis

Market Analysis Video – November 2013

Stocks continued to rally in November, although U.S. stocks outperformed by a wide margin relative to foreign stocks. The S&P ...
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Finance

Women Gather for Discussions on Wealth Transfer (and an enjoyable social evening)

The Women’s Roundtable hosted another lively wine and cheese gathering on the evening of November 13 in the Oakland offices ...
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Finance

Develop Your Long-Term Investment Strategy and Act with Conviction

The Sunday New York Times business section of November 3, 2013 featured an article by Jeff Sommer: The Dangers of a ...
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Finance

Be Uncommon: On Taking Social Security Benefits

The common approach to deciding when to take Social Security benefits is not that helpful. Most people decide when and ...
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FinanceWomen's Roundtable

Family First

As the year draws to a close, it is a “best practice” to look back at the goals we set ...
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FinanceMarket Analysis

Market Analysis Video – September 2013

After losing ground in August, stocks bounced back globally in September. While domestic stocks fared well with the S&P 500 ...
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Finance

How to Make a Budget Plan: Where to Start?

A recent Gallup poll determined that only 32% of American households prepare a detailed monthly budget plan. When working with ...
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Finance

Market Timing: The Ultimate Momentum Buster

With markets recently making all-time highs, we felt it was probably a good idea to revisit what in most instances ...
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Finance

Europe Financially Growing Again

After six quarters in a row of economic contraction, the Eurozone Gross Domestic Product (GDP) grew at an annualized rate ...
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