Category: Finance

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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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FinanceMarket Analysis

Market Analysis Video – March 2013

Stocks closed the first quarter of 2013 with continued strength. Domestic stocks, as measured by the S&P 500 Index, rose ...
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Finance

U.S. Real Estate: Ongoing Boom or Looming Bust

The topics of discussion that financial planning clients bring to initial or review meetings tend to shift over time. Education planning was ...
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FinanceWomen's Roundtable

The Power of No

Women are major influencers of wealth. They now own 51% of stock and 60% of private wealth in the U.S., ...
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