Blog


Mar

25

2015

NASDAQ 5000! Why You Shouldn’t Care…

The NASDAQ closed above 5000 on March 2nd, 2015. Why should we care? Well, really we shouldn’t. A little history lesson should help. The NASDAQ was created by the National Association of Security Dealers (NASD) in 1971. The term “NASDAQ” is used to reference the NASDAQ composite, an index of more than 3,000 stocks, mainly the technology and biotech sectors. In 1999, the NASDAQ hit...

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Mar

10

2015

Women & Money

A recent study by Fidelity Investments came to some startling results. The study was conducted over a 4 week period in October 2014 and focused on American women ages 18+ who were employed and had a qualifying retirement plan. Of the 1,542 women surveyed, 80% confessed to refraining from talking about their finances. However, 92% of the women surveyed stated they wanted to learn more...

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Mar

05

2015

Are you inspired or scared? A case for optimism…..

“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than have been lost in the corrections themselves.” -Peter Lynch, legendary investor and author Investing can be such a rewarding and enjoyable experience; yet many of us are completely terrified with the idea and don’t quite understand how it really works. We have this unrealistic expectation that we can’t...

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Feb

23

2015

How Safe Is Your 401k?

Without question, 401(k)s have been the main source of retirement planning for investors the last 30 years. In 1980, an addition to Internal Revenue code allowed employers to offer a way for employees to set pre-tax money aside for their retirement, with matching contributions as well. This has been the way mainstream America has set money aside for retirement. As a matter fact, it has...

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Feb

16

2015

Knowing Your RMDs

Congratulations!! You’ve saved and saved and have built up a very nice retirement nest egg. Unfortunately for you, all your money was tied up in qualified plans. When you turn 70.5, the IRS wants some of your money….Well, in a way. Required Minimum Distributions (RMD) begin at 70.5 and there are certain pitfalls and common mistakes you should avoid. It’s a common belief in our...

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Jan

30

2015

5 Things to do Before You Retire

1. Rethink Your Investment Strategy:  The past 30 years you have been in the accumulation stage, now you are in the distribution phase. Growth is still important, but more emphasis should be on income and keeping pace with inflation. 2. Review Your Estate Plan: Make sure your will and trusts accurately reflect your new style of life. You would be amazed how many people we...

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Jan

19

2015
Investing… A Game of Patience and Understanding

Investing… A Game of Patience and Understanding

When I first read this quote, I was put back with how simple it was. Yet, it was so very true. I have often said that investing by itself is not very difficult. It’s the “other stuff” that goes with it that complicates the issue. Like trying to invest long term in a very short term world. Also, expecting every investment in a portfolio, in...

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Jan

13

2015

You’ve Lost Your Job… Now What?

Losing your job can be a very traumatic time. While you should start looking for a new job as soon as possible, it may take you time to find what’s next. Here are a few things to consider during this transitional period of your life: File for unemployment: Every state has different features so be sure you research your state. Even though you may have...

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Jan

07

2015

Getting married? Time to get started!

If you’re recently married (or engaged), congratulations! There is no doubt you are agonizing on how to pay for your “big day” but let’s not forget about what happens after that day… the rest of your life! With money being a major cause of divorce let’s make sure you form the correct habits for you and your spouse right from the beginning. To take the...

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Dec

16

2014

Are you Financially Fit?

Well, it’s the time of year in which we reflect on what has passed and look ahead to a new year fast approaching. It’s also a great time of the year to see if you are financially fit. Take this short quiz to see how you are doing: Answer Yes or No to the following: I contribute to my retirement plan at work at least...

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