by Todd Burkhalter | Jul 18, 2012 | Education, Financial Planning
An audit is typically a word that makes most cringe, maybe not so different than when a person hears about a root canal. Dictionary.com refers to an audit as an official examination of an account, building etc. that evaluates or improves its appropriateness, safety or...
by Todd Burkhalter | Jul 9, 2012 | Financial Planning
Weekly Update – July 9, 2012 The major indices closed mixed last Friday as a week of slow trading was capped by a market-wide selloff on Friday. The retreat was driven by a mediocre June jobs report and fears about a jobless recovery. The S&P closed down only...
by Todd Burkhalter | Jul 3, 2012 | Education, Financial Planning
Special Edition Update – July 3, 2012 While the first quarter of 2012 beat expectations, the second quarter poured cold water on investors’ hopes for a strong encore. Much like the last two years, the economy got off to a solid start only to falter in the...
by Todd Burkhalter | Jun 27, 2012 | Financial Planning
Weekly Update – June 25, 2012 Markets had a lackluster week as investors shrugged off two pieces of relatively positive news: that Greeks voted a pro-bailout party into office, and that the Fed took additional action to stimulate the economy. Despite a couple of...
by Todd Burkhalter | Jun 27, 2012 | Financial Planning
Weekly Update – June 4, 2012 Gloomy economic data disturbed markets last week and set off alarm bells that the U.S. economy may be following Europe and Asia into a slowdown. Friday’s grim jobs report showed that the economy added just 69,000 new jobs in May,...
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