There has been a downward spiral in the stock market in the last couple months and people are concerned. Could it have something to do with China? Are there other factors? As an investor what should you do? Check out the video to see my take on the recent volatility. Brad E.S. Tinnon CERTIFIED FINANCIAL PLANNER™
(VIDEO) Volatility in the Stock Market Read More »
The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that. Ten Predictions to Count On by Jim Parker of DFA Australia Limited shows us
2016: 10 Predictions to Count On Read More »
In an effort to keep you informed we would like to pass on our 4th Quarter Market Review. This report features world capital market performance and a timeline of events for the past quarter. Click here to read the review. If you’re new to our blog and wish to remain connected and receive future articles, please sign
4th Quarter Market Review 2015 Read More »
If you’ve read my blog, you know I’m not a fan of annuities. Ric Edelman of Edelman Financial Services does a great job highlighting the dangers in this article. Please click here to read Ric’s article. If you’re new to our blog and wish to remain connected and receive future articles, please sign up for
This Annuity Sounds Perfect, Here’s Why It’s a Trick Read More »
Last week, President Obama signed a budget bill that included significant changes to Social Security. There were essentially two loopholes in the system that allowed people to claim more Social Security income than they would have otherwise. These were known as the File and Suspend Strategy and the Restricted Application Strategy. The File and Suspend
Significant Social Security Changes Read More »
Many of the great advancements in finance have come from academic research. Dimensional Fund Advisors, a mutual fund company that we use, is a pioneer in translating those discoveries into practical investment solutions for our clients. Check out this video to learn more about the focus on research that we believe is crucial to investment
(VIDEO) A Foundation Built on Great Ideas Read More »
Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way. We found an informative article that addresses this. Please read Unhealthy Attachments here. If you’re new to our blog and wish to remain connected
Unhealthy Attachments Read More »
In an effort to keep you informed we would like to pass on our 3rd Quarter Market Review. This report features world capital market performance and a timeline of events for the past quarter. Click here to read the review. If you’re new to our blog and wish to remain connected and receive future articles, please sign
3rd Quarter Market Review Read More »
Should you make investment decisions based on what you think the Fed will do? Is the Fed “really” trying to keep interest rates low? Click here to read an interesting point of view. If you’re new to our blog and wish to remain connected and receive future articles, please sign up for our eContent. Also
Considering Central Bank Influence on Yields Read More »
The SEC (Security and Exchange Commission) recently issued an Investor Alert to provide investors with important steps to take regarding their investment accounts should they become victims of identity theft or a data breach. Our goal as a planning firm is to provide you with tools and resources to stay on top of issues and
Identity Theft SEC Alert Read More »
Last year, my daughter’s kindergarten teacher told us that Ella really enjoyed writing. That has carried over to her first grade class as she recently told me and her mom that she really loves writing. She is constantly writing about whatever pops into her mind or whatever experience she has had. Ella has been to
A Child’s View of Why We Need Money Read More »
In follow up to the article written by our friends at Laiderman Law Firm, I wanted to expand upon some of the dangers of joint tenancy. Also, I want to give thanks to Steve Laiderman of the Laiderman Law Firm for proof reading and providing suggestions for this article. Many people try to accomplish estate planning by simply titling
10 Dangers of Joint Tenancy Read More »
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