Economic Perspective – Jan 2014

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Posted on February 5th, 2014

The U.S. economy expanded at an annualized rate of 3.2% during the fourth quarter of 2013. Though that was somewhat less than Q3’s annualized 4.1% […]

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Market Recap – Jan 2014

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Posted on February 5th, 2014

Increased confidence in a strengthening U.S. economy helped decrease investor confidence in several emerging-market countries, and financial markets around the world felt the strain in […]

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Annual Economic Snapshot – 2013

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Posted on January 7th, 2014

The Markets Equities: The Dow industrials spent 52 days–one-fifth of the year’s 252 trading days–setting fresh all-time closing highs, while the S&P 500 had its […]

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Annual Market Review 2013

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Posted on January 6th, 2014

Standoffs, sequestration, shutdown, and suspense in Washington supplied the wall of worry that equities markets are said to be so fond of climbing. And climb […]

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Bonds vs. Bond Funds: Which Is Better When Interest Rates Rise?

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Posted on January 6th, 2014

The Federal Reserve has said it expects to begin raising its target rate sometime in 2014. Since bond prices fall when interest rates rise, it […]

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The Impact of Health-Care Costs on Social Security

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Posted on January 6th, 2014

For many retirees and their families, Social Security provides a dependable source of income. In fact, for the majority of retirees, Social Security accounts for […]

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Should You Roll Your 401(k) to an IRA?

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Posted on December 2nd, 2013

If you’re entitled to a distribution from your 401(k) plan (for example, because you’ve left your job, or you’ve reached age 59½), and it’s rollover-eligible, […]

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What’s in Store for Health-Care Reform in 2014

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Posted on December 2nd, 2013

While the Affordable Care Act (ACA) became law in 2010, several of the more substantive provisions of the law don’t take effect until 2014. Here’s […]

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It’s December 31. Do You Know Where Your Money Is?

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Posted on December 2nd, 2013

December and January are the perfect months to look back at what you earned, saved, and spent during the past year, as W-2s, account statements, […]

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Economic Perspective: Nov 2013

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Posted on December 2nd, 2013

The U.S. economy grew at an annual rate of 2.8% in the third quarter, according to the Bureau of Economic Analysis. The initial estimate, which […]

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