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Annual Economic Snapshot – 2013
By Mark FisselPosted 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 […]
Learn MoreAnnual Market Review 2013
By Mark FisselPosted 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 […]
Learn MoreBonds vs. Bond Funds: Which Is Better When Interest Rates Rise?
By Mark FisselPosted 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 […]
Learn MoreThe Impact of Health-Care Costs on Social Security
By Mark FisselPosted 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 […]
Learn MoreShould You Roll Your 401(k) to an IRA?
By Mark FisselPosted 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, […]
Learn MoreWhat’s in Store for Health-Care Reform in 2014
By Mark FisselPosted 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 […]
Learn MoreIt’s December 31. Do You Know Where Your Money Is?
By Mark FisselPosted 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, […]
Learn MoreEconomic Perspective: Nov 2013
By Mark FisselPosted 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 […]
Learn MoreMarket Commentary – Nov Recap
By Mark FisselPosted on December 2nd, 2013
Sprint to the finish: As economic data delayed by the federal government shutdown began to trickle in and the Fed continued to hold off on […]
Learn MoreEconomic Perspective: October 2013
By Mark FisselPosted on November 4th, 2013
The Month in Review December is now the next foreseeable turning point in the Washington budget battles. That’s when a report is due from a […]
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