Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Bank Lending
In a previous article I talked about the velocity of money and how an increase in spending, driven by a rise in consumer confidence, could help pull us out of this sluggish economy. Remember, every time an item or service is purchased,...
Read MoreWomen and Retirement: What You Need to Know
More than half of women (53%) surveyed recently are the primary breadwinners in their households, yet only 20% consider themselves “very well prepared” with their financial decision making.¹ Nearly one-third of those surveyed said they...
Read MoreHow Much Is Your Business Worth?
A couple of months ago I wrote an article on Succession Planning, where I made mention of getting your business evaluated. Now I want to delve deeper. Whether you want a “rough” number or a more realistic one, it boils down to using...
Read MoreWhen Is Cash an Investment?
Almost every day on the radio, television, newspaper or internet, we hear something about the market. You know, the market is up, the market is down, and investors get jittery because of Europe or the Middle East. You name it, there is...
Read MoreIs the Glass Half Full?
Almost like an uncontrollable allergic reaction rather than rational thought, the stock market reacted to spring with another sneeze. This year marks the third in a row where the S&P 500 experienced a greater-than-10% decline, a move...
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Under the Influence
Whether you were invested in the stock market through your 401(k) or otherwise, the first quarter of 2012 has probably made you a happy camper. The three measurements that people typically refer to, the Dow, S&P 500 and NASDAQ, were up...
Read MorePrepare to Pay No Taxes
Everyone knows that Tax Time is a Fun Time, right? I mean with getting all of the forms, documents, receipts and” what all” together to prepare our tax forms by the April deadline, what could be more fun? Well, paying no taxes at all...
Read More2012 Outlook
LPL Financial Research released its 2012 Outlook on December 1st. I have condensed some of the material for brevity (the report is 24 pages). I encourage you to go to download a copy if you would like to read the entire report....
Read MoreFive Buckets and Snowbirds
There is a term that refers to folks who travel from the northern states to the warmer states when the cold weather arrives. Once the weather begins to turn warm again, they migrate north, only to repeat the cycle again the next year....
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