WorthWhile Reading

  The air is getting crisper by the day and the leaves are already floating to the ground. Fall is coming and everyone is gearing up for the fall activities that come with the sweater weather! Below are our favorite budget-friendly Fall activities.   1. Go...

    The previous week’s rally did not continue into last week!   Last week all of our asset classes saw a bit of a decline. This was not a surprise to us. The CPI (consumer price index), showed a slight increase in inflation numbers from last month. AND...

  It’s very normal for couples to have different appetites for risk. Getting on the same page about how to address this in terms of investments can be tricky. What many people do is simply invest the accounts in their own name, according to their own risk...

    Last week…ended with quite the rally for equities.     Of course, if you’ve been watching the markets this week, you’ve noted that most of that rally has already been undone.  Nevertheless, last week US Equities were all up anywhere from 2 to...

  Every significant milestone holds financial implications. As a parent, you think about what the future may bring for your child. We set budgets and plan for their back-to-school clothing and supplies, upcoming birthday’s, Halloween costumes, and for their...

    Last week…closed out the first few days of September with all asset classes down from the previous week.     US Equities were all down from 2.5%- over 4% for a pretty bumpy start to September. All US Growth companies are at or pushing pretty...

  The death of a loved one is a difficult event to endure. It can become all-consuming and often at the expense of other day-to-day matters that need to be addressed. With the death of a loved one, new matters arise that need to be handled as well. Taking care of...

    Last week…was another drab week for most equities.     All US Equities were down.  Large companies took a bigger hit than Mid and Small. There wasn’t an identifiable pattern between the impact on growth companies vs. values or market cap size....

  Okay, so you have an idea of how much you will need and how much you have for retirement, you know the social security age requirements and you have figured out how to maximized you full Social Security benefits…. What’s next on the list?   Plan on Working...

    Last week…equities took another tumble!   All Equities and Alternative Investments were down from last week.  Large Caps were down the least while Small Caps were down the most. It seems the market just wiped out the gains we reported on last week...