Category: Market Commentary

Three Year-end Tax Reduction Tips

Even though April 15 now seems a distant deadline for filing your 2015 tax returns, in order to take advantage of some of the biggest

May 24, 2022

Advanced Strategies for Managing Volatility

Investors are exposed to financial risk in two ways: company-specific risk or market risk. Long-term investors can virtually eliminate exposure to company-specific risk by diversifying

May 24, 2022

Should You “Fix” Variable Rate Debt?

While investors are keeping a close watch on the Federal Reserve for indications of when it will start raising interest rates, the consensus among economists

May 24, 2022

Searching for Yield in Today’s Market

Income-oriented investors have had a tough go of it for the past several years. Persistently low interest rates have curtailed traditional sources of yield. Yet,

May 24, 2022

Same Sex Marriage Ruling Raises New Tax Issues

In a move that reinforces the rapid shift in public sentiment regarding same-sex unions, the Supreme Court ruled earlier this year that all marriages —

May 24, 2022

Retirement Confidence: It’s All in the Plan

Americans’ confidence in the ability to afford a comfortable retirement continues to rebound from the lows reported between 2009 and 2013. The increasing optimism is

May 24, 2022

Plan Ahead for Gift Giving

Special occasions often call for gift giving: a graduation in May, a wedding in June, an anniversary in July, and birthdays throughout the year. Each

May 24, 2022

Money Management for a Single Parent

As a single parent, you’re probably familiar with the dual challenges of managing a household and planning for the future on your own. But are

May 24, 2022

Millennials: The “Slow and Steady” Generation of Investors

With some $30 trillion poised to change hands over the next several decades from parents and grandparents to so-called Millennials — those 90-million-plus Americans aged

May 24, 2022

Of Market Bubbles and Busts: Learn to Spot Trouble in the Making

Recent stock market conditions in China present a classic illustration of the boom/bust cycle that periodically disrupts financial markets. While bubbles and subsequent busts occur

May 24, 2022

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Category: Market Commentary

Three Year-end Tax Reduction Tips

Advanced Strategies for Managing Volatility

Should You “Fix” Variable Rate Debt?

Searching for Yield in Today’s Market

Same Sex Marriage Ruling Raises New Tax Issues

Retirement Confidence: It’s All in the Plan

Plan Ahead for Gift Giving

Money Management for a Single Parent

Millennials: The “Slow and Steady” Generation of Investors

Of Market Bubbles and Busts: Learn to Spot Trouble in the Making

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