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Looking Ahead

Published May 18, 2015 4115 Views

Last month I started my newsletter by describing the first quarter of 2015 as lackluster; April did not do much to change that. Year-to-Date the Dow and S&P 500 are up 0.78% and 1.92%, respectively. With Q1 earnings season more than halfway over and only 48% of companies reporting better-than-ex...

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Mr. + Mrs. = Student Loans?

Published May 11, 2015 4126 Views

Graduation weekends are upon us and wedding season is on the horizon too! While both are extremely exciting milestones that should be celebrated there is a lot of careful planning required to ensure that those intelligent and accomplished graduates enter into marriage with their eyes wide open. More...

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Made in America

Published May 11, 2015 4004 Views

Offshoring is the relocation of a company or business process from one country to another. It's no secret that the United States has fallen victim to offshoring and seen millions of manufacturing jobs moved overseas for cheaper labor and other cost efficiencies. However, Made in America seems to be...

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Good News Bad News: Savings in your 20s

Published May 6, 2015 4170 Views

It may be surprising to hear that approximately 67% of people in their twenties have already started saving for retirement. Despite all of the challenges, student debt, a tough job market, saving for a first home, the twenty somethings are saving! Even more, a recent Transamerica survey reported...

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Raising Financially Intelligent Children

Published May 5, 2015 3941 Views

The responsibility of raising confident, capable, and well adapted children is not easy, and requires patience, tenacity, and occasional support from family, friends, and mentors. One topic that is often forgotten, but critical, is financial literacy. Dr. Jim Grubman, a noted phycologist who work...

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Touchscreen Progress Slows

Published May 4, 2015 3869 Views

Eastman Kodak has been hoping to spin some of its assets and expertise into touchscreen technology and products. In 2013, Texas-based Unipixel, a touchscreen sensor film company, signed an agreement with Kodak to establish a plant in Eastman Business Park to manufacture UniPixel's InTouch technology...

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One Delicious Apple for Shareholders

Published April 28, 2015 3821 Views

While folks own different investments for a variety of reasons, income, growth, etc. all investors should pay attention to quarterly earnings reports. Earnings signal the health of the company, how well they are able to predict their own performance, and may signal future performance. Earnings repor...

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We Haven't Seen this Since March of 2000

Published April 27, 2015 3723 Views

Domestic stocks finished higher on Friday as the NASDAQ composite set another record. The NASDAQ closed at a record high for the second day in a row and Thursday the index recorded its first new high in over 15 years--something not seen since March of 2000. Amazon, Google and Microsoft all saw ga...

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Are Millennials Moochers?

Published April 22, 2015 4320 Views

Millennials have a stigma that they are a generation that in adulthood is fed, clothed, and provided for by their parents. Even though millennials face challenges that make it hard to become financially independent like student loans, sluggish job market, and rising costs of living millennials get a...

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Tax Season Draws to an End

Published April 20, 2015 3894 Views

Tax day has come and passed. Did you get a refund? If so, what is your plan? There are a number of things you can do with your recent inflow--home remodeling, take a trip or finally pull the trigger on a large purchase. Each of those options would be rewarding but they probably aren't going t...

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