Blog

Blog Posts

  • Employee Satisfaction – Your Cornerstone of Productivity

    February 2, 2010
    The Conference Board published a research article this past January detailing the dissatisfaction of American workers.  This news, covered by major outlets like Time Magazine and MPR ‘s “Today’s Question Segment”,  delved into research that a mere 45% of us are satisfied with our jobs; 45% being the lowest job ...
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  • What’s Ahead?…Spring and Echo Boomers

    February 2, 2010
      By most measures, 2009 was a year of healing and balancing for the local real estate market, posting the most sales since 2005. Transactions in November were 34% higher than the previous year, almost entirely attributable to the first iteration of the federal government’s $8,000 tax credit for first-time homebuyers, ...
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  • Estate Planning Mistakes

    February 2, 2010
    I was at a charity event this past weekend and a friend was bidding on the silent auction item of time with an estate planning attorney.  They said it was finally time to talk about taking care of their children if something unfortunate happens.  It got me thinking about all the ...
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  • Is Buy-and-Hold Dead in 2010?

    January 6, 2010
    If you have been listening to the television or read any business publications in the last month, the message you have in your head is that a buy-and-hold investment strategy is dead.  As the market started to melt down in the fall of 2008, all equity assets (and some bonds) ...
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  • Heads I Win, Tails You Lose

    January 5, 2010
    It has not often been the case over the last decade where the game of investing has been stacked in the individual’s favor; but this is a new year, a new decade, and 2010 Roth IRA conversion rules are the exception.  As many know the 2010 rules allow everyone, no ...
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  • When Spending is Really Saving

    December 2, 2009
    My wife and I had a recent conversation about our children’s education.  Many of our friends have joked with me that our family should be well prepared for college because I know what the expenses will be.  But it is precisely my knowledge of those expenses that scares me the ...
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  • Multiple Retirement Options

    October 1, 2009
    I have noticed more articles recently where financial advisors give the opinion that the only way for some people to retire after a market like we have seen is to take on more risk (i.e. go even heavier into the stock market). I think this advice is too simplistic because ...
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