Annual Market Review 2014
Overview The United States emerged from 2014 as the best house on a troubled block. Civil war in Ukraine, a slowing Chinese economy, a stagnant Europe worried about potential deflation,…
Preparing for Diminished Capacity
http://www.youtube.com/embed/IVQgNrsSjjM No one wants to think about a time when they may not be able to make their own financial decisions, but the truth is that we could all be…
Market Month: November 2014
The Markets (as of market close November 30, 2014) Equities generally continued to push upward in November. The small caps of the Russell 2000 were the exception; they ended the month…
Charitable Giving through Estate Planning
http://www.youtube.com/embed/l5nobXLR-Rc Everyone has his or her own idea of what creates the ideal legacy. For some, it’s all about providing handsomely for heirs but for others, it’s also about leaving…
What to Do When a Loved One Dies
http://www.youtube.com/embed/JmQPdvrlcHY Dealing with the death of a friend or loved one is never easy, but when you add in the complications of dealing with their property and accounts, it becomes…
Market Month: October 2014
The Markets (as of market close October 31, 2014) October lived up to its reputation for volatility as triple-digit intraday swings in the Dow became almost commonplace. Despite being spooked…
Putting a Focus on Goals-Based Investing
http://www.youtube.com/embed/zsvREM60V0I Most people have a variety of intentions, or goals, for their savings. They may want it to generate an income, to accumulate to a certain benchmark, to provide for…
Eight Tips for Keeping Financial Records Safe and Organized
http://www.youtube.com/embed/pYXKjqhYWGI If you want to have good control of your finances, keeping good records is one of the first steps. If your records are disorganized, they’re not going to be…
Quarterly Market Review: July – September 2014
The Markets (as of market close September 30, 2014) Volatility returned to equities markets in Q3. A strong August was followed by losses in September, when any rallies began to…
Inflation’s Devastating Effect on Returns
http://www.youtube.com/embed/qxq_Ih4SoFk Do you remember how much a gallon of gas was when you first started driving? It probably isn’t anywhere near the price that it is now. In fact, you’ve…
