News & Updates

Don’t Diss The Mortgage Interest Deduction

March 17, 2012 |Brent Hunsberger, The Oregonian Readers have asked lately about a couple of always-touchy subjects: debt and taxes. Not the most pleasant of subjects, perhaps, but let’s dive in....

8 Questions to Ask Yourself Before Retiring

March 14, 2012 |Jeanine Skowronski, MainStreet Staff Writer NEW YORK (Mainstreet)– Pulling the trigger on retirement can be a costly mistake if your finances aren’t in good shape....

Beat Your Worst Financial Habits

February 23, 2012 | Kasey Panetta, The Fiscally Fit Man from Men’s Health Magazine We surveyed financial advisors to ask where their clients make the most money mistakes. Use their tips to keep tabs on all your loose change—and start banking some coin....

New 401k Disclosure Rules and You

After several delays, the Department of Labor has at last issued final rules requiring 401k plans to provide key information to plan participants. Specifically, these new rules will require 401k plan sponsors to disclose detailed information about plan features, investment options, and fees and expenses to participants, beneficiaries, and even...

2011 Market Review

Here is our review of how markets performed in the last quarter of 2011 and the year as a whole. Q4 2011 Market Review 2011 Market Year in Review...

Check Your Credit for Free

It’s a new year and a good time to take advantage of a free service offered by the three major consumer credit reporting bureaus....

Striking the Right Balance

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance....

The Right Investment Mix

Choosing a basic stock-bond mix is an important first step in portfolio design. Although the decision may appear simple, it can have a profound impact on your wealth....

Coping With Inflation Risk

Pundits have been predicting the rise of inflation for some time now, arguing that interest rates are so low that “they have nowhere to go but up.” The reality, however, has been the opposite and real interest rates have reflected this; the current yield on a 1 year US Treasury...

Withdraw, Don’t Retreat

November 2011 | Eric Rasmussen, Financial Advisor Magazine Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die....

How to Rest Easy in a Crazy Market

November 7, 2011 | Michael Pollock, The Wall Street Journal October’s surge helped many mutual funds bounce back It was also a vivid reminder of what has become a fact of life for stock investors: It’s crazy out there. And it seems to be getting crazier all the time....

Winning Over Gen Y

October 1, 2011 | Katie Kuehner-Hebert, Financial Planning With a little creativity, planners are attracting clients who may stay with them for life. The Generation Y crowd in their late twenties and early thirties may not have much cash to spare on services or big nest eggs to invest. Still,...

Gen Y’s $2 Million Retirement Price Tag

September 15, 2011 | Emily Brandon, U.S. News and World Report/Money and Retirement Section Twentysomethings will need to save much more than their parents did for retirement Retirement won’t be impossible for Generations X and Y, but they will need to save considerably more than the baby boomers to make...

How to Tap Your Nest Egg In a Wild Market

August 15, 2011 | Catey Hill, Smart Money This past week’s historic market gyrations have most investors worried, but none more so than retirees, who have a fixed pot that has to last as long as they do. And when the markets change dramatically, advisers say, so do the rules...

Letter to Clients Regarding S&P Downgrade of Treasuries

Dear Clients, The credit rating downgrade of US Treasuries discussed in a previous communication has come to pass.  Yesterday, S&P lowered the rating for US Treasuries to AA+ from AAA.  As noted in that earlier communication, it is likely that the impact of this action on the Treasuries market will...