Long-Term Care Planning Is Important for Women

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Posted on November 1st, 2011

Long-Term Care Planning Is Important for Women The prospect of needing long-term care is an important, yet sometimes overlooked, part of financial and retirement planning. […]

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The Markets – October Recap

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Posted on November 1st, 2011

The Markets – October Recap Domestic equities defied October’s reputation as a bad month for stocks, making up for at least some of the damage […]

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Year-End Investment Planning: The Clock Is Ticking

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Posted on October 5th, 2011

Investment planning at the end of 2010 was complicated by uncertainty over whether existing tax rates would be extended. This year, it’s the congressional “supercommittee” […]

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3rd Quarter Economic Perspective (2011)

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Posted on October 5th, 2011

• The world continued to worry about the possibility of global contagion from European debt problems. European leaders agreed to a second bailout for Greece, […]

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3rd Quarter Market Recap (2011)

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Posted on October 5th, 2011

It was a roller-coaster quarter for equities, as weeks and even days when the Dow swung several hundred points in both directions seemed to become […]

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August Market Snapshot (2011)

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Posted on September 1st, 2011

Extreme Volatility Volatility turned extreme in equities markets during August. The decline that began in July turned into a roller-coaster as equities saw wild swings […]

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August – Eye on the Month Ahead

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Posted on September 1st, 2011

The country is in for renewed deficit-related congressional debate as the October 1 budget-setting deadline for the upcoming fiscal year approaches and the work of […]

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August – Month in Review

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Posted on September 1st, 2011

The last-minute resolution of the debt ceiling debate couldn’t prevent Standard & Poor’s downgrade of the U.S. credit rating (and ratings of various agencies linked […]

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How do I include my cyber assets in my estate plan?

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Posted on September 1st, 2011

Your cyber (or digital) assets may have sentimental and/or economic value, and you should consider including them in your estate plan. Here’s how: Identify your […]

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What happens to my online accounts when I die?

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Posted on September 1st, 2011

These days, using a personal computer is just a normal part of life. You may have e-mail or online accounts that require a password, or […]

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