Category: Blog

FinanceMarket Analysis

Market Analysis – March 2017

In my 35 years as a Financial Advisor, I have never seen a U.S. President capture so much attention from ...
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Finance

Are You Saving for Retirement? — Advice for Women

A 2016 Survey by GOBankingRates found that 56% of Americans have less than $10,000 saved for retirement. Scary stuff. Scarier ...
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Finance

Tax Season Prep: Taxes and More

Tax season is upon us, and you may be getting ready to file by the April 18 deadline. Typically, the ...
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Career Coaching

It’s Not About “Who You Know” — It’s About Who Knows You!

I heard this twist on a familiar phrase at a meeting recently. The person who repeated it didn’t know where ...
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FinanceMarket Analysis

Market Analysis – February 2017 (with Fiduciary Rule comments)

The Fiduciary Rule After more than a year of deliberation, the US Department of Labor (DOL) under President Obama issued ...
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FinanceMarket Analysis

Market Analysis – January 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There is concern that ...
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Finance

Where to Stash Your Cash

Especially in uncertain times, it’s a good idea to hold some amount of your savings in cash. A good rule ...
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BlogNews

The Resolution Revolution

By the time you read this, the new year will be at least a couple of weeks old, and if ...
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FinanceMarket Analysis

Market Analysis – December 2016

Expectations are running high for President-Elect Donald Trump and the Republican majority. Nobody knows exactly what is going to happen ...
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