January 25, 2014 – College Planning and the FAFSA form

Chris is joined this week by frequent co-hosts Mike Burton of Slade Mortgage and Family Law Attorney Susan Huettner. They discuss market conditions, changes in the child support laws, and divorce and college financing. Their discussion dovetails nicely into the second hour conversation with Martha Savery of the Massachusetts Educational Financing Authority (MEFA). Martha discusses 529 plans, the U Fund, loans vs grants, and the FAFSA form.

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MARKET WEEK: AUGUST 5, 2013

The Markets

Another week, another record close: Domestic equities once again probed record territory as economic data continued to be just good enough to encourage investors without provoking immediate tapering of the Federal Reserve’s economic support. The S&P 500 set a fresh record after passing 1,700 for the first time, and the Dow and the small caps of the Russell 2000 also hit new closing highs.

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Market Week: July 1, 2013

The Markets

Investors seemed to regain some perspective last week. After a rocky Monday, equities began reclaiming some of the territory that had been surrendered the previous week, helped by a revision to economic growth and reassurances from Fed officials who reiterated that any tightening would depend on future economic data.

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George Fisher’s June Market Commentary

Now Is The Time To Review Your Bond and Utility Holdings

May 31, 2013

Alliance Bernstein, in an article published on their website, outlines the case for adding global bond exposure as a means of improving risk-adjusted returns for core bond portfolios.  Below are graphs from the article and a link to the article is provided below.

Adding GlobalGlobal can also be core

Why is this important?

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Market Week: March 25, 2013

The Markets

Global equities took a hit from uncertainty over Cyprus. Domestic equities fared better; though they slid much of the week, optimism about a possible bailout agreement led to a rally on Friday that left them down only slightly.

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