The Economics of Borrowing from Your 401(k)

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Posted on November 30th, 2012

When times are tough, that pool of dollars sitting in your 401(k) plan account may start to look attractive. But before you decide to take […]

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Two Social Security Strategies for Married Couples

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Posted on November 2nd, 2012

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for […]

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On the Precipice: the “Fiscal Cliff”

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Posted on November 2nd, 2012

The phrase “fiscal cliff” has been used to describe the unique combination of financial realities scheduled to take effect in 2013: expiring tax breaks; the […]

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Economic Perspective

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Posted on November 2nd, 2012

U.S. economic growth accelerated in the third quarter, rising to 2% from 1.3%, according to the Bureau of Labor Statistics’ initial estimate. The increase was […]

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Market Recap – October 2012

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Posted on November 2nd, 2012

Superstorm Sandy had relatively little impact on financial markets despite the first back-to-back weather-related closings in more than a century. However, other factors–disappointing corporate earnings, […]

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4 Retirement Planning Mistakes to Avoid

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Posted on October 4th, 2012

We all recognize the importance of planning and saving for retirement, but too many of us fall victim to one or more common mistakes. Here […]

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Year-End Investment Planning and the Fiscal Cliffhanger

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Posted on October 4th, 2012

Investment planning at the end of 2012 revisits issues that have complicated the planning process for the last two years–tax cut extensions and spending cuts […]

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Quarterly Economic Perspective

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Posted on October 4th, 2012

It was Spain’s turn to become the focus of concerns about eurozone financial stability as interest rates briefly topped 7% once again. Investors were relieved […]

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Quarterly Market Update – Q3 2012

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Posted on October 4th, 2012

Domestic equities confounded anyone worried about a possible repeat of August 2011 and reached year-to-date highs in mid-September. The Dow hit a level not seen […]

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Economic Perspective – August 2012

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Posted on September 4th, 2012

Federal Reserve Chairman Ben Bernanke said the Fed is ready to supply fresh economic support if needed, but stopped short of promising specific additional measures […]

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