"I can calculate the movement of the stars, but not the madness of men." --Sir Isaac Newton The Wright brothers successfully conducted the first manned flight at Kill Devil Hills, NC, on December 17, 1903. However, an aircraft's movement through the air can be...
September 2017 Monthly Insight: Five Financial Tips for Women
You may wonder at the title of this section. Why are financial tips for women different from financial tips for men? Don’t we all need the same information? The answer is no. Women are different from men in many ways, including the ways in which they manage money and...
Mental Accounting Bias: How it Hurts, How it Helps
Have you ever come out on top at a casino and decided to treat yourself to something extravagant? Did you spend your last tax refund on a vacation instead of paying down debt? Do you frequently dip into your savings but wouldn’t dare touch your 401(k)? If any of these...
August 2017 Monthly Insight: Social Security Trust Funds: Financial Trouble Ahead…Maybe
"We put those payroll contributions there so as to give the contributors a legal, moral, and political right to collect their pensions… With those taxes there, no damn politician can ever scrap my social security program." -President Franklin Roosevelt, as quoted by...
7 Ways to Help You Cut College Costs
As we gear up for back to school season, you might be feeling the heat of those college tuition bills. You're not alone there. In fact, many parents choose to swallow the bitter pill, assuming they earn too much to qualify for financial aid. However, there are a...
Q2 2017 Quarterly Market Review
We are pleased to present the Q2 2017 Quarterly Market Review for your perusal! This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset...
July 2017 Monthly Insight: On the Importance of Ignoring Distractions and Financial Literacy
Ignore the Distractions Beyond last month’s synopsis regarding how the markets are reacting to Washington, we’ll stay out of the political weeds and let you form your own opinions. The current environment in Washington is generating an enormous amount of political...
What’s Your Money ‘Archetype?’
There are eight common money behavior patterns or ‘archetypes’ battling it out in every investor. Being aware of your unconscious attitudes and behaviors toward money can give you an edge in managing your finances. Have you ever had a friend who blew big sums of money...
10 Years and Counting: Points to Consider as You Approach Retirement
If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you...
June 2017 Monthly Insight: Uncertainty, the Trump Agenda, and Stocks
Only a strong economy can create higher asset values and sustainably good returns for savers. — Ben Bernanke, former two-term Chair of the Federal Reserve Uncertainty, the Trump agenda, and stocks There was no shortage of angst in the investment community that a...