Quarterly Market Review: April – June 2014
The Markets (as of market close June 30, 2014) After a rocky start, the quarter eventually made up for domestic equities' earlier losses. As winter weather finally lost its chokehold…
How Long to Keep Financial Documents and Statements?
https://www.youtube.com/embed/q2FMeOXO2Ls If you’re like many of us, you’ve got a few boxes of financial records that you’d probably like to get rid of. From old bank, credit card and loan…
Do I Really Need a Financial Advisor?
http://www.youtube.com/embed/HRtTUSYz2tM Financial planning isn’t just about choosing a stock or savings account. It’s about having a well-rounded strategy for growing and preserving your assets through multiple investments, insurance policies and…
Market Month: May 2014
The Markets (as of market close May 31 2014) "Sell in May, go away" wasn't a winning strategy last month. Investors regained interest in Nasdaq stocks, giving the index its strongest…
10 Steps to a Retirement Action Plan (Part 2)
http://www.youtube.com/embed/qbOS25I8le4 A few weeks ago, we gave you the first five steps to developing a workable retirement action plan. It is much easier when you break all the tasks up…
10 Steps to a Retirement Action Plan (Part 1)
http://www.youtube.com/embed/7p_dxcU72Y0 If there’s one common goal everyone seems to be concerned about reaching, it’s retirement. Many of us spend 30-40 years carefully plotting and planning for this far-off date. But…
Market Month: April 2014
The Markets (as of market close April 30, 2014) The rotation out of momentum stocks that began in early March continued in April, hitting many of the tech and biotech…
How Much Life Insurance Is Enough?
http://www.youtube.com/embed/DISjqGvqf1A Choosing the right life insurance death benefit can be as simple or as complex as you want it to be. It’s just a matter of determining who your intended…
Quarterly Market Review: January – March 2014
The Markets (as of market close March 31, 2014) Profit-taking from 2013's strong run as well as currency and credit problems in several emerging markets threatened to derail the stock…
Are You Saving Enough for Emergencies?
http://www.youtube.com/embed/dn_fXOgGwwI There is one piece of advice that almost every single financial planner, guru and expert agree on, and that is to set aside money for an emergency. And while…
