Our Writings

November 2012 Monthly Update

Political Storm

Politics and the weather were the primary factors driving equity investors in November. The elections, concern about potential gridlock in Washington, the beginning of year-end tax maneuvers, and the continued high-wire act in Europe all contributed to volatility during the month… (Read More)

Economic Perspective


  • Economic growth even better than thought for Q3 – 2.7%
  • Unemployment ticked up to 7.9%
  • Europe battled second recession in 4 years
  • Fiscal Cliff front-and-center for Congress
  • Housing markets continues healing
  • Sandy damage to U.S. manufacturing activity (Read More)

The Economics of Borrowing from Your 401(k)

Before you decide to take a plan loan, be sure you understand the financial impact. It’s not as simple as you think (Read More)

What health-care provisions are effective in 2013?

More of the law’s provisions will become effective in 2013. Here are some of the new features that may be important to you (Read More)

Real Estate Investment Trusts (REITs)

REITs are a way to invest in commercial real estate without the responsibility of managing a property yourself, and with a much smaller investment than might otherwise be needed… (Read More)


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