Quarterly Market Review – April 2014

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Posted on April 1st, 2014

The Markets Profit-taking from 2013’s strong run as well as currency and credit problems in several emerging markets threatened to derail the stock market as […]

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Economic Perspective: February 2014

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Posted on March 3rd, 2014

The U.S. economy grew a bit more slowly in Q4 2013 than previously thought (2.4%). According to the Bureau of Economic Analysis, that put growth […]

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Market Recap: February 2014

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Posted on March 3rd, 2014

Equities recovered from January’s losses in fine style. The Nasdaq continued to lead the pack year-to-date, but by the end of the month the S&P […]

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What’s New in the World of Higher Education?

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Posted on March 3rd, 2014

Whether your son or daughter is expecting college decisions any day now or whether you’re planning ahead for future years, here’s what’s new in the […]

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Test Your Knowledge of Financial Basics

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Posted on March 3rd, 2014

Working with a trusted financial professional is one of the best ways to help improve your overall financial situation, but it’s not the only thing […]

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Filing Your 2013 Federal Income Tax Return

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Posted on February 6th, 2014

For most people, the due date for filing a 2013 federal income tax return is April 15, 2014. Here are a few things to keep […]

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Are you ready to retire?

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Posted on February 6th, 2014

Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It’s obvious, but […]

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The Frugal Habits of Millionaires

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Posted on February 6th, 2014

The word “millionaire” typically conjures up images of a lavish, jet-setting lifestyle, but behind the scenes, that may not always be the case. Like Warren […]

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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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