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February 2016

General Recommendations on Short-Term Investment Strategy

2018-01-04T10:56:43+00:00

Market Conditions Today  The stock market is more volatile lately because it is reacting to the price of oil. Today, the price of oil had been down 4%, to $27/barrel, and the stock market followed by being down 2%. The traditional view of declining oil prices and declining stocks means there is a slowdown in [...]

General Recommendations on Short-Term Investment Strategy 2018-01-04T10:56:43+00:00

Apps That Help Achieve Goals

2018-01-04T10:56:44+00:00

The gap between setting goals and achieving them can be difficult to bridge. To enhance the chances of achieving personal goals, reminders and motivation are essential; making a New Year’s resolution is simply not enough. A number of apps have been developed in recent years to help you pursue your goals and develop better life [...]

Apps That Help Achieve Goals 2018-01-04T10:56:44+00:00

Four Really Good Reasons to Invest

2018-01-04T10:56:44+00:00

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 different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. Why Invest? Make Money on Your [...]

Four Really Good Reasons to Invest 2018-01-04T10:56:44+00:00

Measuring the Value of a Financial Advisor

2018-01-04T10:56:44+00:00

What’s the value of a financial advisor? Two studies found that working with a financial professional can result in higher returns and potentially lower personal stress. Lower Stress Seventy-six percent of people within 15 years of retirement are stressed when thinking about retirement savings and investments.¹ Working with a financial advisor to develop a written [...]

Measuring the Value of a Financial Advisor 2018-01-04T10:56:44+00:00

January 2016

The Business Cycle

2018-01-04T10:56:44+00:00

What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, in fact they are commonly used to refer to something known as the business cycle. The business cycle — also known as the economic cycle — refers to fluctuations in economic activity over several months or [...]

The Business Cycle 2018-01-04T10:56:44+00:00

Does Your Portfolio Fit Your Retirement Lifestyle?

2016-03-21T13:24:19+00:00

Most portfolios are constructed based on an individual's investment objective, risk tolerance and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio, appropriately positioned to pursue their long-term goals.¹ However, as a retiree, how you choose to live in retirement may be an additional [...]

Does Your Portfolio Fit Your Retirement Lifestyle? 2016-03-21T13:24:19+00:00

Succeeding at Business Succession

2018-01-04T10:56:44+00:00

Inc. magazine reported that 66% of small-business owners have no formal succession plan.¹ While the number may shock you, it is not surprising that many small business owners are consumed by the myriad responsibilities of running their businesses. Nevertheless, owners ignore succession planning at their peril, and possibly at the peril of their heirs. There [...]

Succeeding at Business Succession 2018-01-04T10:56:44+00:00