Providing personalized investment services to those intent on enjoying a secure retirement.

Newsletter Articles

MARKET WEEK: SEPTEMBER 15, 2014

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

The Markets The record-breaking march of the stock market faltered last week, as all indices posted losses. Perhaps the setback was due to a lack of economic influences, or because investors were nervously anticipating the results of next week’s Federal Open Market Committee (Fed) meeting, wondering whether Chair Janet Yellen will indicate a leaning toward […]

Continue Reading »

I just learned that my credit- and debit-card information was part of a data breach. What should I do?

By on September 11, 2014 in Newsletter Articles with 0 Comments
I just learned that my credit- and debit-card information was part of a data breach. What should I do?

Now, more than ever, consumers are relying on the convenience of credit and debit cards to make everyday purchases, such as gas and groceries, and to make online purchases. With this convenience, however, comes the risk of having your account information compromised by a data breach.

Continue Reading »

The Potential Pitfalls of DIY Estate Planning

By on September 11, 2014 in Newsletter Articles with 0 Comments
The Potential Pitfalls of DIY Estate Planning

Americans, by and large, are do-it-yourselfers. Books, websites, software programs, and even giant box stores exist solely to help ambitious Americans tackle all kinds of everyday challenges, from fixing leaky faucets to building backyard sheds. The same holds true for estate planning–there’s certainly no dearth of information for those wanting to prepare their own wills […]

Continue Reading »

10 Basic Tax To-Dos for the Rest of 2014

By on September 11, 2014 in Newsletter Articles with 0 Comments
10 Basic Tax To-Dos for the Rest of 2014

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Make time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s a […]

Continue Reading »

Quiz: How Much Do You Know about Social Security?

By on September 11, 2014 in Newsletter Articles with 0 Comments
Quiz: How Much Do You Know about Social Security?

You’re probably covered under Social Security–according to the Social Security Administration, an estimated 165 million workers are*–but how much do you know about this program? Test your knowledge by answering the following questions. Questions 1. If you decide to collect your retirement benefit starting at age 62, your benefit will be how much less than […]

Continue Reading »

MARKET WEEK: SEPTEMBER 8, 2014

By on September 8, 2014 in Market Week with 0 Comments

The Markets Amid a flood of mostly positive economic data and what at first blush appears to be good news from Ukraine, nearly all market sectors finished the short week in positive territory. Even surprises from the European Central Bank and Friday’s jobs numbers seemed to have minimal impact on investors, as the S&P 500 […]

Continue Reading »

MARKET WEEK: SEPTEMBER 2, 2014

By on September 3, 2014 in Market Week with 0 Comments

The Markets Investors brushed off geopolitical fears last week and regained their appetite for risk, taking the S&P 500 to its 32nd record high of the year and returning the small-cap Russell 2000 to positive territory for 2014. Meanwhile, the yield on the benchmark 10-year Treasury hit a level it hasn’t seen in more than […]

Continue Reading »

MARKET WEEK: AUGUST 25, 2014

By on August 25, 2014 in Market Week with 0 Comments

The Markets A horrific week around the globe did little to discourage investors–that is, the few who were actually trading. The Nasdaq reached a level it hadn’t seen since March 2000, the S&P 500 had its 28th record close of the year, and the Dow industrials’ gains took the index above 17,000 once again. The Russell […]

Continue Reading »

MARKET WEEK: AUGUST 18, 2014

By on August 18, 2014 in Market Week with 0 Comments

The Markets Last week domestic equities managed to build on the gains of the week before. The Dow industrials finally returned to positive territory for the year, and the Nasdaq had the kind of weekly gain it hasn’t seen since late May. Meanwhile, geopolitical tensions helped spur interest in the relative safety of the benchmark […]

Continue Reading »

MARKET WEEK: AUGUST 11, 2014

By on August 11, 2014 in Market Week with 0 Comments

The Markets Investor indecision about the future of equities prices, coupled with light summer trading volumes, led to volatility across the board last week. Friday‘s 186-point rally gave the Dow some relief after two down weeks, though not enough to nudge the index into positive territory for the year. The small caps of the Russell 2000 […]

Continue Reading »

Top