Economic Perspective – Oct 2014

By Mark Fissel
Posted on November 3rd, 2014

The U.S. economy grew at an annualized rate of 3.5% during the third quarter, according to the initial estimate by the Bureau of Economic Analysis. […]

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Market Recap – October 2014

By Mark Fissel
Posted on November 3rd, 2014

October lived up to its reputation for volatility as triple-digit intraday swings in the Dow became almost commonplace. Despite being spooked for much of the […]

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Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

By Mark Fissel
Posted on November 3rd, 2014

Over the past few decades, a field has emerged that examines how human psychological factors influence economic and financial decisions. Understanding these biases may help […]

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DOL Offers Some ‘Friendly’ Advice to Supremes on 401(k) Fee Case

By Mark Fissel
Posted on October 2nd, 2014

The Department of Labor has offered some “friendly” advice to the U.S. Supreme Court as it considers a review of a high-profile 401(k) fee case. […]

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I’m looking to buy a home. What are some common mortgage mistakes to avoid?

By Mark Fissel
Posted on October 2nd, 2014

Navigating the complex world of mortgages can be difficult. As a result, it’s easy to make mistakes when applying for a mortgage loan. Here are […]

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What factors could negatively impact my credit report?

By Mark Fissel
Posted on October 2nd, 2014

Having a good credit report is important when it comes to personal finance, because most lenders use credit reports to evaluate the creditworthiness of a […]

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Prepare Now for a Year-End Investment Review

By Mark Fissel
Posted on October 2nd, 2014

Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for making […]

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Retiring and Relocating? Don’t Neglect State Taxes!

By Mark Fissel
Posted on October 2nd, 2014

If you’re retired, or about to retire, you may be thinking about relocating to a state that has low tax rates or provides special tax […]

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Leaving Assets to Your Heirs: Income Tax Considerations

By Mark Fissel
Posted on October 2nd, 2014

An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not […]

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Quarterly Economic Perspective – Fall 2014

By Mark Fissel
Posted on October 2nd, 2014

Quarterly Economic Perspective After contracting 2.1% in Q1, the U.S. economy grew at an annual rate of 4.6% during the second quarter. The Bureau of […]

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