Euro Debt and Your Investments
The austerity debate lingers on across Europe. As the pain increases the debates become louder. The austerian position that most of Europe has implemented sounds like a reasonable idea in…
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Debt Ceiling Redux
That famous line from Yogi Berra “it’s déjà vu all over again” applies this week after House Speaker, John Boehner vowed to block any debt ceiling increase unless it were…
JP Morgan – A Lesson in Overconfidence Bias
Behavioral Finance defines several investor biases that tend to inhibit financial success. The recent news of JP Morgan’s $2 billion loss demonstrates the danger that an overconfidence bias can be…
Economic Wildcards – Outlook Update
Two wildcards continue to cause us to be somewhat cautious- Europe and US politics. In Europe, it appears more and more likely that the European Union’s austerity drive is continuing…
Is the End of ‘Snail Mail’ Near?
There has been a lot of talk in the news lately about the troubles the United States Postal Service (USPS) is facing. While our postal system has followed a national…
Who should pay for College?
One of the biggest financial questions that many of our clients face is the funding of their children’s college education. Adding stress to an already frightening prospect is the rapid…
Set It and Forget It
A few years ago I wrote about the rise of target date funds in retirement plans. At the time, the Senate Special Committee on Aging was proposing legislation that would…
Clark Howard’s Investment Strategy
Whether you’ve watched him on Headline News, listened to his radio program or read one of his books, Clark Howard has established a loyal following. He is a national financial…
CFP®… NAPFA… FPA… What does it all mean?
Photo by: Shea Hazarian Have you ever wondered what it means to be able to call oneself a CFP®? Or, what does it mean to be a member of NAPFA…
3 Tips to Avoid A Stolen Tax Refund
There you are awaiting your tax refund, only to find it has already been claimed by someone else. Scammers are ever on the cutting-edge of new ways to swindle you…
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