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Financial Planning

And We’re Off…

Weekly Update – January 7, 2013 Markets finished the first week of 2013 with a bang, upbeat over resolution surrounding fiscal cliff talks. The S&P 500 closed up 4.6% for the week, hitting a high of 1,466 on Friday; a level not seen since December 2007. The other...

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2012 In Review

Special Update: 2012 in Review With 2012 behinds us, it’s time to take a look at the events that shaped the year and consider what lies ahead. 2012 was a year defined by tremendous hope as well as ongoing fears about the future. Despite a painfully slow recovery, GDP...

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To QE Infinity and Beyond

Weekly Update – December 17, 2012 Markets appeared to be in a holding pattern last week as traders await a fiscal cliff deal. Equities finished the week slightly in the red, pushed down by fresh concerns that lawmakers may not reach a deal this year. For the week, the...

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The Fiscal Cliff Simplified

There has been so much discussion and rhetoric regarding The Fiscal Cliff. How does it impact you and your family? Its often hard to say or know if it will and if so how much? Principal Funds  provided an easy to follow infograph that I wanted to share with you....

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Thankful For Progress

Thankful For Progress Weekly Update – November 19, 2012 As you gather with your family and friends this week, we urge you not to let anxiety over the fiscal cliff or sovereign debt problems in Europe distract you from what matters most. Turn off CNBC and close the...

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It Was A Busy Week

It Was a Busy Week Weekly Update – November 5, 2012 It was a busy week as Hurricane Sandy pounded the East Coast; securities exchanges were forced to close on Monday and Tuesday; and a slew of economic reports were released. Stocks ended the shortened week with a...

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2013 Tax Planning

As the end of the year approaches, I know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, I want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning...

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