Quarterly Newsletters

Quarterly Newsletter – First Quarter 2016

Posted by on Jan 27, 2016 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – First Quarter 2016

New federal legislation signed on November 2, 2015 – the Bipartisan Budget Act – effectively ends two popular Social Security planning techniques: the “file-and-suspend” strategy and the “restricted application” strategy. However, some retirees still may benefit from one or both of these for a limited time. First Quarter 2016 Newsletter

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Quarterly Newsletter – 4th Quarter 2015

Posted by on Oct 28, 2015 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – 4th Quarter 2015

Keep plugging away with your retirement plans. The stock market plunge on August 24, 2015 – the 8th worst day in U.S. stock market trading history – gave investors plenty of cause for concern. But there’s no reason to abandon your long-term investment plans after a temporary setback. 4th Quarter 2015 Newsletter

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Quarterly Newsletter – Third Quarter 2015

Posted by on Oct 20, 2015 in Quarterly Newsletter, Uncategorized | Comments Off on Quarterly Newsletter – Third Quarter 2015

Saving money to pay for college is a daunting proposition even if you’re reasonably well off financially. With tuition increases continuing to outpace the overall inflation rate year after year, parents may be hard pressed to come up with all of the funds needed to finance a child’s higher education. 3rd Quarter 2015 Newsletter

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Quarterly Newsletter – Second Quarter 2015

Posted by on Oct 20, 2015 in Quarterly Newsletter, Uncategorized | Comments Off on Quarterly Newsletter – Second Quarter 2015

A revocable living trust can be a valuable tool in your estate-planning kit, but it is not without its potential drawbacks. 2nd Quarter 2015 Newsletter

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Quarterly Newsletter – First Quarter 2015

Posted by on Oct 20, 2015 in Quarterly Newsletter, Uncategorized | Comments Off on Quarterly Newsletter – First Quarter 2015

If you have one or more children in college, or your offspring will be heading to college or university soon, you already know about the ever-rising cost of higher education. 1st Quarter 2015 Newsletter

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Quarterly Newsletter – Fourth Quarter 2014

Posted by on Oct 17, 2014 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – Fourth Quarter 2014

It Certainly Was Five Years for the History Books! Time passes fast, and you might not have noticed the extraordinary financial history we all witnessed in the past five years.  The second quarter of 2014 marked the sixth year – and the sixth quarter – in a row in which stock climbed higher.  It was a bull-market run sure to be talked about for at least a few generations to come. Read more…

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Quarterly Newsletter – Third Quarter 2014

Posted by on Aug 11, 2014 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – Third Quarter 2014

At some point, almost everyone asks this question: How much do I have to save for retirement? Of course, there’s no easy answer, but what may be even more disconcerting is the possibility that this may be the wrong question. It might be more beneficial to figure our hoe much income you will need annually in retirement that it is to pinpoint the amount you should try to set aside. Read more…

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Quarterly Newsletter – Second Quarter 2014

Posted by on Apr 23, 2014 in Quarterly Newsletter | 0 comments

The good news is the fiscal outlook of the United States government is suddenly much brighter. The bad news is things are so much better than just a couple of years ago that Congress might squander the opportunity because lawmakers no longer feel great urgency to address the long-term fiscal problems threatening the country. Read more…

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Quarterly Newsletter – First Quarter 2014

Posted by on Jan 23, 2014 in Quarterly Newsletter | 0 comments

Are Stocks Overpriced and Forming a Bubble? Invented by the 2013 Nobel-prize-winning economist Robert Schiller, the Shiller PE is a widely-watched measure of the stock market’s health. and it recently turned negative, indicating the U.S. stock market is overpriced and ripe for a fall. Should you worry? Read more…

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Quarterly Newsletter – Fourth Quarter 2013

Posted by on Oct 22, 2013 in Quarterly Newsletter | 0 comments

Will End Of Fed Easing Kill The Bull Market In Stocks? The yield on a 10-year Treasure Note leaped a full percentage point over the one-year period that ended on June 30, 2013, and the stock market reacted. The S&P 500 stock index dropped, which during the quarter had hit a new all-time high, lost 3.8% of its value by the end of the quarter. What happened? Follow the link below to learn more. Quarterly Update – Fourth Quarter...

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