August 19, 2013

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Is This The Correction (Finally)?

Fool me once, shame on you. Fool me multiple times, well you know how this goes… Each time it appears the stock market is going to enter correction territory (defined as a 10% drop from the previous high),  the wind shifts, it’s buy on the dips and we’re off to the races, again. What about […]

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August 8, 2013

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Out of the Mouths of Babes

“Kids say the darndest things,” Tammy Wynette. It’s a sincere honor to teach the future generations about money. Those under thirteen tend to be an overly-excited group known to blurt out whatever is on their minds often at the surprise of any adults in the room.  I always make sure to have plenty of treats […]

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July 18, 2013

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Philly Fed Business Outlook – Positive Six-Month Outlook..

Philly Fed Business Outlook Survey The Philly Fed Business Outlook is the most optimistic since March, 2011. Encouraging are new orders and the employment outlook for six months. This survey covers the Third Federal Reserve District which is Delaware, southern New Jersey and eastern Pennsylvania. Obviously, this is a survey mired in respondents’ perspectives, so […]

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July 15, 2013

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Emerging Markets – A Wind of Change?

No doubt if you’ve allocated any portion of your portfolio to emerging markets this year, you have felt the wind of pain. While domestic (U.S.) stocks represented by the S&P 500 are higher by over 18% this year, the largest, most popular exchange-traded funds, VWO & EEM are both off roughly 12% YTD through  6/30. Painful. […]

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June 4, 2013

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Batten Down the Hatches – How to Protect Against a Financial Hurricane

The information regarding Hurricane preparation is readily available this time of year, as it should be.  Yes, you want to make sure you heed the advice and get your storm kits together, but don’t forget the financial prep. Simple ideas to weather the storm: 1). Stay Liquid – Electricity out? Auto teller machines (ATMs) would […]

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May 27, 2013

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News Junk Worth Repeating: The Reader.

Here’s what’s interesting for May 31, 2013. If you dare: We take our rib stealin’ seriously in Texas Death and Taxes Michigan Consumer Sentiment highest since 2007 Doug Short Vitaliy Katsenelson on the QE experiment & sideways markets Institutional Investor LOOK!!! A rat on Mars!!! HuffPo Science Dog gets saved from doom after leash gets stuck in elevator! Gawker

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May 9, 2013

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Wake Up Parents!!! The Kids Don’t Want your House!

It was an ongoing conversation between a mom and adult daughter and me (in the middle).  Moving slowly to what I call the “legacy awareness,” stage where we begin to explore mom’s legacy, a loving daughter’s inheritance expectations (or lack of) and possible living benefits (my carefully-chosen words for gifting valuables) for both. The dialogue […]

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May 6, 2013

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The Pre-Marital Money-Lovin’ Laws.

There are many challenges to consider when it comes to marriage (do we need to list them?); conflicting money philosophies can wreak havoc on a relationship. You don’t need exact thoughts about financial matters, just similar core values. If the relationship with money varies dramatically from your beau’s, you can be rest assured conflict will […]

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April 23, 2013

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How the Financial Services Industry is Dangerous to your Wealth – The First Deadly Dogma.

The  Four Percent Withdrawal Rule: The First Deadly Dogma.  Retirement distribution subject matter in financial planning has been rising in importance and justifiably so. Over the next decade more than 80 million Americans are going to retire; those who seek out trusted advisers and planners are going to require an ongoing retirement distribution strategy and […]

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April 18, 2013

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Have a Financial Spring Fling!

Spring is a time for new perspective; a time to think a bit different. Look over your financial situation with a breath of fresh air, rejuvenation. Here are a few refreshing ideas that may sprout improvement (even through the summer): 1). Dump your brick & mortar bank.  Think about it. Who goes to the bank […]

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