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Thoughts on Investing

Join us as we discuss our perspectives on today's investing environment. We hope that this blog provides you with more ideas to discuss with your own adviser(s), and helps you consider a broader range of possibilities that could be right for you.


Retired? Retiring soon? Considerations for optimizing social security benefits.

If you or a parent are retiring soon, among the many decisions to consider is timing Social Security benefits.  When… Continue reading

December 30, 2009

The high cost of risk aversion

Millions of Americans — many retirees concerned about losing savings they need for current expenses — are turning to savings… Continue reading

December 28, 2009

Financial planning ideas for the coming year from The Wall Street Journal

Looking ahead to a revised financial plan for 2010? In the spirit of the season, The Wall Street Journal currently… Continue reading

December 7, 2009

It’s almost that time: year-end tax tips from WSJ

There’s still time to make some advantageous tax decisions before the end of 2009. This article from The Wall Street… Continue reading

December 4, 2009

50 years after his death, an overlooked economist may finally be an overnight sensation!

In the ideological debate among economists (and economics enthusiasts), participants generally sort themselves into two camps: followers of Milton Friedman… Continue reading

November 30, 2009

Have a feeling your stockbroker’s advice may not be unbiased? Trust your gut.

Latest statistics show that there are nearly 10,000 publicly traded mutual funds for investors to choose from — so, it’s… Continue reading

November 23, 2009

Unlikely leading indicators of economic growth?

Think economists aren’t funny? Some of the leading indicators they’re watching can offer at least a smile, if not a… Continue reading

November 18, 2009

Realtors see modest residential real estate recovery in 2010

Lawrence Yun, chief economist for the National Association of Realtors, told the organization’s members that he believes the residential real… Continue reading

November 16, 2009
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