We have been receiving a lot of questions regarding I Bonds lately, so I thought I would pull together what I know about them to share with everyone. I Bonds generally stay below my radar because I …
Should We Be Worried About Inflation?
It depends on which perspective we are thinking about inflation. Yes, inflation is very worrisome. We are getting a “pay cut” even though the dollars flowing into our checking accounts from salaries …
Social Security Planning: The Basics
When to file for Social Security seems to be an easy decision, one should just file at their “Full Retirement Age,” right? That can be the correct answer, but there are many nuances to filing for …
Can Your Tax Returns Help with Future Financial Planning?
Tax returns are a pain point for most of us. The process of gathering the needed documentation, handing the data to your accountant, or inputting the data into a program yourself, culminating with …
Can Your Tax Returns Help with Future Financial Planning?Read More
What Does Retirement Mean to YOU?
The Transamerica Center for Retirement Studies conducted a survey to explore the fundamental question, “What does retirement mean to you?” In selecting from a series of words associated with …
Dare to Believe?
2015 Investment Report: Dare to Believe? Looking back on 2014, people are going to say it was a great year to be an investor. They won’t remember how uncertain the journey felt right up to the …
Volatility is up. So what?
Volatility is up. So what?Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best friend of the …
Moving Into Choppy Waters
Third Quarter Investment Report: Moving Into Choppy Waters You could say that the markets took a breather in the third quarter of 2014, but you would come to that conclusion only if you looked at the …
Bond King’s Messy Exit
Bond King’s Messy Exit Financial advisors and the investment community were shocked this past Friday when Bill Gross, sometimes referred to as “the bond king” resigned from Pimco, a firm he founded …
Don’t Fear the Correction
Don’t Fear the CorrectionAt of the end of June, the Standard & Poors 500 index has completed 32 full months without a correction of 10% or more. We are living in a remarkably long bull market; …
Fiscal Cliff?
The subject of The Fiscal Cliff has been inescapable since the day after the Presidential Election. The media is feeding the emotion of fear and fueling the jitters in the stock market. To be sure, …
Jobs Perspective
Although the markets have recovered significantly in June, we are still experiencing a fair amount of turbulence. The recent jobs report was pretty tough on the market. The following article points …
