What to Do When a Loved One Dies
http://www.youtube.com/embed/JmQPdvrlcHY Dealing with the death of a friend or loved one is never easy, but when you add in the complications of dealing with their property and accounts, it becomes…
Market Month: October 2014
The Markets (as of market close October 31, 2014) October lived up to its reputation for volatility as triple-digit intraday swings in the Dow became almost commonplace. Despite being spooked…
Putting a Focus on Goals-Based Investing
http://www.youtube.com/embed/zsvREM60V0I Most people have a variety of intentions, or goals, for their savings. They may want it to generate an income, to accumulate to a certain benchmark, to provide for…
Eight Tips for Keeping Financial Records Safe and Organized
http://www.youtube.com/embed/pYXKjqhYWGI If you want to have good control of your finances, keeping good records is one of the first steps. If your records are disorganized, they’re not going to be…
Quarterly Market Review: July – September 2014
The Markets (as of market close September 30, 2014) Volatility returned to equities markets in Q3. A strong August was followed by losses in September, when any rallies began to…
Inflation’s Devastating Effect on Returns
http://www.youtube.com/embed/qxq_Ih4SoFk Do you remember how much a gallon of gas was when you first started driving? It probably isn’t anywhere near the price that it is now. In fact, you’ve…
How Rising Interest Rates Affect a Bond Portfolio
http://www.youtube.com/embed/BEosdvIjNws Bonds are often viewed as a conservative, fixed investment and, when highly rated, appropriate for investors with low risk tolerance. But while bonds can definitely present lower market risks…
Preparing Your Finances for Divorce
https://www.youtube.com/embed/0sP9XE48ZKI Unfortunately, not every marriage is built to withstand the challenges of life or the constant compromise of partnership. That's why roughly 41 percent of first-time marriages end in divorce.…
Market Month: August 2014
The Markets (as of market close August 31, 2014) Investors regained an appetite for risk in August, seeming to focus on generally encouraging Q2 economic data and corporate earnings reports rather…
Beneficiary mistake #6: Gifting away tax benefits
https://www.youtube.com/embed/MsHqG92jAvI Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
