Category: Finance

FinanceMarket Analysis

Market Analysis Video – May 2013

Domestic stocks continued their consecutive-gain streak by posting another month of positive return in May. With a 2.3% gain for ...
Read More →
Finance

Not Paying Down the Mortgage

I asked one of my favorite clients recently, “Would you consider not paying down your mortgage so aggressively in order to improve ...
Read More →
Finance

Has Gold Lost Its Luster?

The price of gold has been in a downtrend since October with a significant amount of volatility occurring in April ...
Read More →
Finance

Financial Literacy: It’s a family affair.

The financial turmoil over the past five years—high unemployment, foreclosures, personal and national debt and the associated uncertainty—has led to ...
Read More →
Finance

Emergency Reserve: How much is enough? Where do I park it?

With the tepid economic recovery and current tight lending standards, there is an especially strong need for each of us ...
Read More →
Finance

Budget Austerity: Is It the Right Move for the U.S. Economy?

While some groups in America scream that we need more austerity (cuts in government spending), something surprising is occurring: the ...
Read More →
FinanceMarket Analysis

Market Analysis Video – April 2013

Stocks continued upward in April with the S&P 500 Index posting a gain of 1.9%, representing its sixth consecutive positive ...
Read More →
FinanceWomen's Roundtable

The Woman Investor

A 2005 Merrill Lynch investment manager survey on gender and investing revealed some interesting facts about women investors. Here are ...
Read More →
Finance

First Quarter Data on the 2013 Stock Market

At the close of the first quarter of 2013, it is clear that markets and investors are responding positively to ...
Read More →
Scroll to Top