Category: 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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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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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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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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The Power of Three: How to Maximize Cash Reserves
Recently on the morning news it was reported that a South Carolina man got really lucky. He bought several $10 ...
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Market Analysis Video – February 2013
U.S. stocks continued to gain ground in February with a 1.4% return for the S&P 500 Index. Meanwhile, foreign stocks ...
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Extra Yield Means Extra Risk
With interest rates at historic lows and likely to remain there for a couple of years, investors are searching for ...
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Giving and Your Financial Plan
One of the most rewarding things we can do in life involves “giving back”, which can take many forms, including ...
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You Can Save Even More in 2013! (Know Your Limits)
Certified Financial Planners generally encourage contributing as much as possible to retirement accounts: IRAs, 401(k) plans, 403(b) plans, etc. Contributing ...
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