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Money Habits

Money Habits That May Help You Become Wealthier

Financially speaking, what do some households do right? Why do some households tread water financially while others make progress? Does …
Read More / by / in Educational, Financial Advice, Financial Advisor, Financial Planning, July 2016, Money Habits, Smart Money Moves
July 2015

Monthly Economic Update July 2016

Monthly Economic Update July 2016 THE MONTH IN BRIEF In June, an overseas referendum affected American stocks more than any …
Read More / by / in Economic Updates, July 2016, Monthly Economic Update Economic Update

Weekly Economic Update 7-5-2016

Weekly Economic Update 7-5-2016 SOLID GAINS In CONSUMER SPENDING, CONFIDENCE Personal spending rose 0.4% in May, according to the Department …
Read More / by / in 7/5/2016, Economic Updates, July 2016, Weekly Economic Update Weekly Market Commentary 7-5-2016

Weekly Market Commentary 7/5/2016

Weekly Market Commentary 07-05-2016 The Markets Second quarter ended with a spectacular finale of Brexit-inspired market volatility. Investors typically welcome …
Read More / by / in 7/5/2016, July 2016, Market Commentary, Weekly Market Commentary Economic Update

Weekly Economic Update 6/27/2016

Weekly Economic Update 6-27-2016 BREXIT VOTE BATTERS GLOBAL MARKETS The world reacted to the news Thursday night that U.K. voters …
Read More / by / in 6/27/2016, Economic Updates, June 2016, Weekly Economic Update Weekly Market Commentary 6-27-2016

Weekly Market Commentary 6/27/2016

Weekly Market Commentary 6-27-2016 The Markets Surprise! Britain is leaving the European Union (EU) after 40 years of membership. Last …
Read More / by / in 6/27/2016, June 2016, Market Commentary, Weekly Market Commentary brexit

The Brexit Shakes Global Markets

A worldwide selloff occurs after the United Kingdom votes to leave the European Union. A wave of anxiety hit Wall …
Read More / by / in Brexit, EU, European Union, Great Britian, June 2016, Market Updates Brexit

How The “Brexit” Could Affect your Money

Investors worldwide are concerned about the possibility of a “Brexit”: the potential exit of “Britain” (to be precise, the United …
Read More / by / in Brexit, Educational, EU, European Union, Great Britian Retirement Newsletter June 2016

Retirement Newsletter June 2016

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES Retirement Newsletter June 2016 RETIRING WITH A COMFORTABLE LEVEL OF INCOME …
Read More / by / in June 2016, Retirement Newsletter, Retirement Newsletter Economic Update

Weekly Economic Update 6/20/2016

Weekly Economic Update 6-20-2016 RETAIL SALES RISE another HALF-PERCENT This healthy May increase follows the 1.3% gain recorded by the …
Read More / by / in 6/20/2016, Economic Updates, June 2, Weekly Economic Update Brexit

Weekly Market Commentary 6/20/2016

Weekly Market Commentary 06-20-2016 The Markets The world’s stock markets took it on the chin last week. A one-two punch …
Read More / by / in 6/20/2016, June 2016, Market Commentary, Weekly Market Commentary Weekly Market Commentary 6-13-2016

Weekly Market Commentary 6/13/2016

Weekly Market Commentary 06-13-2016 The Markets The British may be leaving. The British may be leaving. Last week, the interest …
Read More / by / in 6/13/2016, June 2016, Market Commentary, Weekly Market Commentary Economic Update

Weekly Economic Update 6/13/2016

Weekly Economic Update 6-13-2016 A LITTLE LESS OPTIMISM IN EARLY JUNE On Friday, the University of Michigan’s initial June survey …
Read More / by / in 6/13/2016, Economic Updates, June 2016, Weekly Economic Update Is Fixed Income safe?

Is Fixed Income as Safe as you think?

Two studies suggest that the “conventional wisdom” may be flawed. Is Fixed income as safe as you think? If you …
Read More / by / in Bonds, Educational, Financial Planning, Fixed Income, Slider Funds Monthly Economic Update June 2016

Monthly Economic Update June 2016

Monthly Economic Update June 2016 THE MONTH IN BRIEF Investors did not exactly “sell in May and go away” – …
Read More / by / in Economic Updates, June 2016, Monthly Economic Update Weekly Market Commentary 6/6/2016

Weekly Market Commentary 6/6/2016

Weekly Market Commentary 06-06-2016 The Markets Statistics means never having to say your certain, and that was certainly true last …
Read More / by / in 6/6/2016, June 2016, Market Commentary, Weekly Market Commentary