Blog Posts

  • Buyer Beware

    May 1, 2009
    The next time you watch television or read the newspaper I encourage you to ask one question – who are “they?” This question pops into my head whenever “they” are quoted as knowing what the next moves in the market or economy will be. In the past six ...
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  • 2009 Market Takeaways

    April 1, 2009
    I was surprised at the feedback from my last newsletter article (Rescue Yourself – Many people said I hit a nerve because they are looking for ways to be more positive in this negative economic environment. It got me thinking about what we might learn from ...
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  • Rescue Yourself

    March 1, 2009
    A hair stylist thought it was just another day. A client came in to get her hair styled, which was odd since that day was in the middle of her normal five-week appointment. He asked her what she had to do that evening and she indicated nothing special ...
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  • Your Children Will Thank You

    February 1, 2009
    For clients that have met with me lately they know we have been asking about how beneficiaries are set up on retirement plans (401(k), 403(b), IRA, 457). We have seen mistakes that include everything from having a former spouse listed as a beneficiary, to parents that have passed away, ...
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  • And Now, In With The New (Tax Laws)

    January 1, 2009
    With every upheaval comes opportunity. The past four months have been hard on even the staunchest defenders of the stock market. Yet our government is attacking this problem with all the tools at hand and some of those tools can benefit you immediately. As we usher in ...
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  • Patterns, Patterns Everywhere

    December 1, 2008
    Gains are for retirement. Losses are immediate. In other words, we as human beings feel pain twice as much as pleasure. At this time of year I might even draw on Jimmy Stewart in “It’s a Wonderful Life.” In the movie, there is a run on ...
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  • Control What You Can in This Market

    November 1, 2008
    Over the last couple week’s people across America have been opening account statements that, at best, would make a grown man cry. I think this market drop has been harder than past ones because it hit closer to home – from the homes we live in to the credit ...
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