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Archive for April, 2014

April 19 2014 – Cape Cod Foundation and Bright Rock Funds

By on April 30, 2014 in Radio Show with 0 Comments

Chris begins the show with some market news before his conversation with Jason Lilly of the Bright Rock Funds, who talks about the portfolio construction process. Mike Burton calls in with the Slade Mortgage Minute to talk about the real estate market, mortgage rates, and the pre-approval letter for prospective buyers. Lastly, Kristin O’Malley, Executive […]

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MARKET WEEK: APRIL 28, 2014

By on April 29, 2014 in Market Week with 0 Comments

The Markets After a mostly positive week, investors went into Friday seemingly determined to take some money off the table over a weekend when the Ukrainian conflict seemed to promise fresh sanctions against Russia. The small caps of the Russell 2000 took the brunt of the selling with a 1.9% loss on Friday alone, while the S&P 500 was […]

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MARKET WEEK: APRIL 21, 2014

By on April 21, 2014 in Market Week with 0 Comments

The Markets Despite the holiday-shortened trading week, domestic equities managed to recapture virtually all of the ground lost the week before–and more important, the gains were across the board. Even the tech and biotech sectors that have suffered recently showed signs of stabilization, while the S&P 500 managed to return to positive territory for the […]

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What unique challenges do women face in achieving a financially secure retirement?

What unique challenges do women face in achieving a financially secure retirement?

Women can face special challenges when saving for retirement. Generally speaking, women tend to spend less time in the workforce, and when they do work, they typically earn less than men in comparable jobs. As a result, women’s retirement plan balances, Social Security benefits, and pension benefits are often lower than their male counterparts. In […]

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MARKET WEEK: APRIL 14, 2014

By on April 15, 2014 in Market Week with 0 Comments

The Markets The wave of tech and biotech selling that has taken the Nasdaq down more than 8% in just over a month spread to the large caps of the Dow and S&P 500 last week. However, the S&P is still only 4% away from the record close it hit less than two weeks ago. […]

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What is a college net price calculator?

By on April 9, 2014 in Newsletter Articles with 0 Comments
What is a college net price calculator?

A college net price calculator–now required by the federal government on all college websites–is an online calculator that attempts to give families an estimate of how much grant aid a student might expect at a particular college based on that student’s financial and academic profile and the college’s specific criteria for awarding grant aid. The […]

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Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

By on April 9, 2014 in Newsletter Articles with 0 Comments
Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

As a participant in your work-sponsored retirement savings plan, you’ve made a very important commitment to yourself and your family: to prepare for your future. Congratulations! Making that commitment is an important first step in your pursuit of a successful retirement. Now it’s important to stay focused–and be aware of a few key risks that […]

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Spring Cleaning Your Debt

By on April 9, 2014 in Newsletter Articles with 0 Comments
Spring Cleaning Your Debt

It’s springtime–time for you to take stock of your surroundings and get rid of the dirt and clutter that you’ve accumulated during this past year. In addition to typical spring cleaning tasks, you may want to take this time to focus on your finances. In particular, now may be as good a time as ever […]

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The Impact of Health-Care Costs on Social Security

By on April 9, 2014 in Newsletter Articles with 0 Comments

For many retirees and their families, Social Security provides a dependable source of income. In fact, for the majority of retirees, Social Security accounts for at least half of their income (Source: Fast Facts & Figures About Social Security, 2013). However, more of that income is being spent on health-related costs each year, leaving less […]

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April 5, 2014 – Seth Kaye, Samuel Lee, and Deborah Del Negro

By on April 8, 2014 in Radio Show

Chris welcomes Asset Management Resources LLC’s new financial analyst, Seth Kaye, as his co-host on this week’s Something More. They interview Samuel Lee, editor of Morningstar’s ETF Investor newsletter, about the world of ETF investing- what’s hot, what’s not, and how you differentiate. Later in the show, Deb DelNegro of Today Real Estate and Cape […]

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