Blog

  • Beware of Emotions Affecting Your Money Decisions
    In Educational
    Today’s impulsive moves could breed tomorrow’s regrets. When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we […]
  • Weekly Economic Update 5/22/2017
    In Economic Updates
    CONSTRUCTION ACTIVITY SLOWED IN APRIL Against expectations, both housing starts and building permits declined in the fourth month of the year. Newly released Census Bureau data shows a 2.5% retreat […]
  • Keep Calm, Stay Invested…for now.
    In Educational
    Expect more volatility, but avoid letting the headlines alter your plans. Recent headlines have disturbed what was an unusually calm stock market. The political uproar in Washington may continue for […]
  • Why Retirees Need Good Credit Scores
    In Educational
    Careers & businesses end, but the need to borrow remains. We spend much of our adult lives working, borrowing, and buying. A good credit score is our ally along the way. It retains its importance […]
  • Weekly Economic Update 5/15/2017
    In Economic Updates
    A SOLID RETAIL SALES READING Americans bought more in April. The pace of retail purchases hastened by 0.4% last month, and the Bureau of Economic Analysis revised the 0.2% March retreat into a 0.1% […]
  • Retirement Insights May 2017
    In Retirement Newsletter
    Is Social Security Coming Up Short for Retirees? The non-partisan Senior Citizens League says yes, charging that the wrong metric is being used to determine cost of living adjustments (COLAs) to […]
  • What Are Your Odds of Being Audited?
    In Educational
    They are low, unless you show the I.R.S. some conspicuous “red flags” on your return. Fewer than 1% of Americans have their federal taxes audited. The percentage has declined recently due to Internal […]
  • The Rough Consequences of Not Saving for Retirement
    In Educational
    Do you really want to risk facing these potential outcomes? Saving for retirement may seem a thankless task. But you may be thanking yourself later. Putting away a percentage of one’s income, money […]
  • Weekly Economic Update 5/8/2017
    In Economic Updates
    NEW DATA SHOWS MORE HIRING, LESS SPENDING Unemployment hit a 10-year low in April as payrolls swelled with 211,000 net new jobs, a rebound from the meager gains of March. The Department of Labor’s […]
  • Monthly Economic Update May 2017
    In Economic Updates
    THE MONTH IN BRIEF In April, investors kept one eye on impressive corporate earnings and another on geopolitical developments in Asia and Europe. Earnings ultimately drew the most attention – the Dow […]
  • The Importance of Financial Literacy
    In Educational
    Too few Americans understand personal finance fundamentals. If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have […]
  • Weekly Economic Update 5/1/2017
    In Economic Updates
    CONSUMER CONFIDENCE DIPS SLIGHTLY The University of Michigan and Conference Board consumer confidence indices descended a little last month, but remained in great shape. The CB index displayed an […]
  • Why You Should Contribute To Your 401k
    In Educational
    This may be one of the best things you can do for your financial health. If you had a chance to save hundreds of thousands of dollars over time at no great cost to your lifestyle or your monthly […]
  • Insurance and Investments
    In Educational
    A good financial strategy is not just about “making money;” it is also about protection. Some people mistake investing for financial planning. Their “financial strategy” is an investing strategy, in […]
  • Weekly Economic Update 4/24/2017
    In Economic Updates
    EXISTING HOME SALES HIT A 10-YEAR PEAK Rising 4.4% for March, resales surpassed expectations – analysts polled by Reuters projected a gain of 2.5%. The National Association of Realtors said that […]