Category Archives: Retirement

Bring on the Double Dip!

Posted on September 20, 2011 by

If you were unsure about whether financial planning was broken, let this recent headline assure you that, indeed, it is. Most Advisors Call Double-Dip Recession Unlikely But Clients Still Cautious While 52% of registered investment advisors say a double-dip recession … Continue reading →

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Variable Annuity? Think Again.

Posted on September 15, 2011 by
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Fear and Greed II – Faith in Credit Ratings or Faith in the Market?

Posted on August 8, 2011 by

  You’ve probably seen a version of this headline already. If not, here’s one from The Wallstreet Journal: S&P Strips U.S. of Top Credit Rating S&P removed for the first time the triple-A rating the U.S. has held for 70 … Continue reading →

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Friday Funnies

Posted on August 5, 2011 by

If this retirement plan seems better than the one you’re working with right now, please call me right away. Happy Friday!

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A Rare Opportunity

Posted on June 29, 2011 by

Something happened to me last month that may never happen again. I was given the opportunity to calculate the return that one of our newest clients had achieved in her mutual fund over the past three decades. What’s the big … Continue reading →

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