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Give Up on Perfect

Published May 26, 2015 6091 Views

Many people can create the perfect life timelines in their head about desirable milestones but when it comes to reality it is likely that those fairytales often are quite different. Remember when you were a child and you wanted to be a movie star, singer, or maybe even President. Of course now, real...

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When it comes to saving... how much is too much?

Published May 20, 2015 5824 Views

Many people have asked me how much they should be saving in order to pay for their children's college, pay off their mortgage, cover annual expenses, and eventually to retire. Some tend to think there is a standard magic percentage of annual income that should be saved which accomplishes their goals...

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Looking Ahead

Published May 18, 2015 6161 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-expect...

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Mr. + Mrs. = Student Loans?

Published May 11, 2015 6210 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 6160 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...

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Good News Bad News: Savings in your 20s

Published May 6, 2015 6165 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 5823 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 5795 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 5862 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 5628 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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