Articles, practical advice and tips

Financial Planning

Easing Ahead?

Weekly Update – September 4, 2012   Markets stayed fairly flat last week ahead of Friday’s highly anticipated speech by Ben Bernanke but stumbled on news that the Fed wasn’t going to immediately roll out another round of quantitative easing. The S&P fell...

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Audit, Embrace It!

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...

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Digging Deeper

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...

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Obamacare & 2Q Recap

  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...

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Mixed Signals

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...

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Mining For Opportunities

  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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