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Social Insecurity

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Social Security or Social Insecurity? Read the attached PDF to understand more.

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US Stocks and Bonds Before and After Taxes

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Taxes have a dramatic effect on the long-term returns of various investments. Read the attached PDF to understand the impact.

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The Costs of Financial Procrastination

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Retirement usually doesn’t start until you’re in your 60s but there is a good reason to start saving much sooner. The earlier you contribute to your nest egg, the more time your portfolio will have to grow in value. The attached PDF illustrates the ending wealth values and effects of compounding of two investment portfolios.

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The Importance of Staying Invested

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Investors who attempt to time the market run the risk of missing periods of positive returns. The image illustrates the value of a $100,000 investment in the stock maket during 2000-2006, which included the bear market of 2001 and the recovery that followed.

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The Fiscal Cliff Explained

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The Fiscal Cliff and the Election What is it all about? With much recent discussion about the “Fiscal Cliff” many of you have asked us about our opinion.  Many more have even some asked what it’s all about.  In the link below we have it answered.

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