Posts in ‘Financial Planning’

• Investor Insights

  Posted March 23, 2020 in Financial Planning

    BEAR MARKET OUTCOMES – Earnings, Valuation & Volatility – March 2020

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• Top 10 Benefits of a Financial Advisor Besides Investment Performance

  Posted September 5, 2014 in Financial Planning

  Goal Formation. Individual investors have a great deal of trouble establishing appropriate, realistic and manageable goals. Often they don’t even know what they should be […]

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• Classic Investing Mistakes

  Posted June 23, 2014 in Financial Planning

  Classic Investing Mistakes How many can you prevent yourself from making?    Provided by Kitty Barton      Year after year, in bull and bear […]

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• How Impatience Hurts Retirement Saving

  Posted September 9, 2013 in Financial Planning

  Keep calm & carry on – it may be good for your portfolio.  Provided by Kitty Barton Why do so many retirement savers underperform the […]

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• THE 2 BIGGEST RETIREMENT MISCONCEPTIONS

  Posted September 6, 2013 in Financial Planning

  While the idea of retirement has changed, certain financial assumptions haven’t.  Provided by Kitty Barton We’ve all heard about the “new retirement”, the mix of […]

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• Could the Bulls Still Run Without the Fed?

  Posted June 1, 2013 in Financial Planning

  If the central bank ceased easing, could stocks continue their ascent? Provided by Kitty Barton Could this bull market last with less help from the […]

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• When Will the Easing End? How will the Fed taper off its bond buying program?

  Posted May 28, 2013 in Financial Planning

  Provided by Kitty Barton In its May 1 policy announcement, the Federal Reserve reaffirmed its commitment to its current stimulus campaign, or QE3 – its […]

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• Are People Really Retiring Later?

  Posted January 30, 2012 in Financial Planning

  A noted economist disputes that generalization. Presented by D. David Tomlin True or false? You may have heard this claim before (or something like it): “Many […]

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• Your Annual Financial To-Do List

  Posted November 14, 2011 in Financial Planning

  Things you can do before and for the New Year. Presented by D. David Tomlin The end of the year is a good time to […]

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• Women and Retirement Perceptions

  Posted September 27, 2011 in Financial Planning

  Will the reality of retirement live up to expectations? In January 2011, Merrill Lynch released the results of a survey asking baby boomers with $250,000+ […]

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• Why REITs Are Attracting Investors Again

  Posted June 1, 2011 in Financial Planning

  In a dismal real estate market, some see a prime opportunity. Presented by D. David Tomlin This may be a great time to get into […]

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• A Closer Look At Gold

  Posted May 24, 2011 in Financial Planning

  Amid all the hype and euphoria, some history is worth remembering. Presented by D. David Tomlin America’s got gold fever. Internet headlines inform you that gold […]

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