Category: Market Commentary

Four Really Good Reasons to Invest

Over half of Americans do not own any stocks, or stock-related investments, such as mutual funds, according to Bankrate’s Money Pulse survey.¹ Individuals may cite

May 24, 2022

Giving Tax-Wisely

You may have read that Facebook founder, chairman and CEO Mark Zuckerberg has announced plans to gift substantially all of his Facebook stock to a

May 24, 2022

Mutual Funds and Taxes: A Primer to Help Lighten the Load

Filling out your tax return is like compiling the index of a book — the book is complete, but you have to rummage (sometimes painfully)

May 24, 2022

The Great Panic of 2016

Wow! There’s no diplomatic way to say this: the global stock markets are in panic mode right now. In two weeks of trading, the U.S.

May 24, 2022

Make the Most of Your 401(k)

As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue

May 24, 2022

What Happens to My Retirement Assets in the Event of a Divorce?

Retirement Assets in the Event of a Divorce Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary unless the

May 24, 2022

The Association Factor

What’s the best way to be happy and successful? What do most happy and successful people have in common? If you answered “money,” or anything

May 24, 2022

Where the Action Is

Let’s see where the action is! When you look at the geographic map of the world, you’re actually looking at several major distortions. First, unless

May 24, 2022

Millions of Millionaires

Millions of Millionaires Here’s a quick factoid quiz: which country around the world has the most millionaires? How many total millionaires are there in the

May 24, 2022

2015 Year End Report

2015 Year End Report In year just past, we experienced many things—a prelude to a Presidential election, a renewal of terrorist concerns, a trip to

May 24, 2022

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Category: Market Commentary

Four Really Good Reasons to Invest

Giving Tax-Wisely

Mutual Funds and Taxes: A Primer to Help Lighten the Load

The Great Panic of 2016

Make the Most of Your 401(k)

What Happens to My Retirement Assets in the Event of a Divorce?

The Association Factor

Where the Action Is

Millions of Millionaires

2015 Year End Report

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