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Archive for September, 2013

Market Week: September 30, 2013

By on September 30, 2013 in Market Week with 0 Comments

The Markets The focus of investor attention remained in Washington but shifted from the Federal Reserve to Congress’s budget battles. The Nasdaq and the small caps of the Russell 2000 hung on to positive territory for the week–barely–while the Dow and S&P 500 each lost more than a percentage point. Meanwhile, despite the potential threat […]

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September 28, 2013 – National Life Insurance Month and Treasurer Grossman

By on September 30, 2013 in Radio Show

It’s National Life Insurance Month and Chris has answers to important considerations when making sure you are properly insured. How much is the right amount for your situation? What are the different types of insurances and their particular purposes? Chris also discusses the impending arrival of Obamacare and the potential government shutdown. Special guest this […]

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Famous People Who Failed to Properly Plan

By on September 24, 2013 in Newsletter Articles with 0 Comments
Famous People Who Failed to Properly Plan

It’s almost impossible to overstate the importance of estate planning, regardless of the size of your estate or the stage of life you’re in. A close second to the need to plan your estate is getting it done correctly, based on your individual circumstances. You might think that those who are rich and famous would be […]

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Market Week: September 23, 2013

By on September 23, 2013 in Market Week with 0 Comments

The Markets What the Fed giveth, the House taketh away: Jubilation on Wall Street after the Fed decided not to begin tapering immediately gave way to concerns about the potential impact of renewed battles over the federal budget and U.S. debt ceiling. The Dow and the S&P 500 hit record closing highs after the Fed […]

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September 21, 2013 – The War on Drugs

By on September 23, 2013 in Radio Show

Chris is joined this week by State Representative Randy Hunt and Barnstable County Special Sheriff Jeff Perry for a discussion on the war on drugs. Randy outlines his proposed legislation for treatment versus incarceration. Some political talk and your calls on this week’s Something More. Check out this episode

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Is College Debt the Next Bubble?

By on September 23, 2013 in Newsletter Articles with 0 Comments
Is College Debt the Next Bubble?

What might a 23-year-old recent college graduate, a 45-year-old entrepreneur, and a 60-year-old pre-retiree have in common financially?  They may all be hobbled by student loan debt. According to financial aid expert Mark Kantrowitz, the student loan “debt clock” reached the $1 trillion milestone last year.1 And even as Americans have reduced their credit card […]

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It’s Time to Review Your Life Insurance Needs

By on September 23, 2013 in Newsletter Articles with 0 Comments
It’s Time to Review Your Life Insurance Needs

Your life insurance needs may change without you even realizing it. You may have purchased life insurance years ago, and never gave it a second thought. Or, you may not have life insurance at all–and now you need it. When your life circumstances change, you have a fresh opportunity to make sure the people you […]

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What is asset allocation?

By on September 23, 2013 in Newsletter Articles with 0 Comments
What is asset allocation?

Each type of investment has specific strengths and weaknesses that enable it to play a specific role in your overall investing strategy. Some investments may offer growth potential. Others may provide regular income or relative safety, or simply serve as a temporary place to park your money. And some investments may even serve to fill […]

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Market Week: September 16, 2013

By on September 16, 2013 in Market Week with 0 Comments

The Markets After weeks of uncertainty, investors last week seemed to feel more optimistic about the prospects for averting both conflict in Syria and heavy-handed tapering at home by the Federal Reserve. Three straight days of triple-digit gains gave the Dow industrials their best week since the first of the year, and the small-cap Russell […]

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September 14, 2013 – Special Guest Josh Peters of Morningstar Dividend Investor

By on September 16, 2013 in Radio Show

Chris is joined this week by special guest Josh Peters of Morningstar to talk about dividend investing. Chris also considers the 5 year anniversary of the Lehman Brothers collapse and the subsequent market declines as well as the upcoming Fed meeting this week regarding the possibility of tapering its bond buying program. Herb Montgomery discusses his […]

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