Over the last few years, there have been more and more articles surrounding the topic of Women & Investing, and the role women play in financial decisions. When it comes to Men, Women & Investing, there are a lot of…
As we expected, the volatility of the market to the downside is testing everyone’s patience. The market continues to go down as the confidence in leadership to get a deal done on our debt situation wanes. Just two months ago…
During the last few weeks S&P 500 companies have been reporting 3rd quarter earnings. It is now apparent that these earnings will be less than what was originally forecasted just a few weeks ago. Weaker earnings have also shown up…
The financial media has spent a lot of ink (well, maybe more keystrokes these days) on the upcoming fee disclosure statements that retirement plan participants will be receiving before the summer is over. A myriad of surveys have demonstrated that…
During the last 60 trading days, the S&P 500 Index has had 37 days of intra-day price swings of more than 2%. There have been both up days (up 11% since October 4th) and down days (down 18% prior to…
Just a quick note to let you all know what our thoughts and actions are after the past few days. Backing up a couple of weeks, we were steadfast in our belief that the debt debacle would be addressed before the…
At quarter end we took the opportunity to add some new asset classes, change funds that were underperforming, add new fund managers, and adjust our long-term allocations. Essentially, we made changes that we felt were necessary to improve your investment…
After another solid quarter of corporate profits we are heading into the home stretch for 2010. We take this time to review any positions that may be paying a large dividend or capital gains that we would like to avoid.…