Certified Financial Planner

New Year Money ChecklistNew Year Money Checklist

New Year Money Checklist

From RealSimple Do these 11 things this month and start 2019 off on the right financial foot.  1. Rebalance your portfolio.  Making…

6 years ago
MARKET WATCH: DECEMBER 10, 2018MARKET WATCH: DECEMBER 10, 2018

MARKET WATCH: DECEMBER 10, 2018

The Markets (as of market close December 7, 2018) Losses in technology and health-care stocks accounted for much of last…

6 years ago
MARKET WATCH: NOVEMBER 26, 2018MARKET WATCH: NOVEMBER 26, 2018

MARKET WATCH: NOVEMBER 26, 2018

The Markets (as of market close November 23, 2018) Trading volume may have been slower than usual during the Thanksgiving…

7 years ago
8 Steps For a Debt-Free Holiday8 Steps For a Debt-Free Holiday

8 Steps For a Debt-Free Holiday

Stores across America have set up their festive seasonal displays. Carols are on a loop over the loud speaker—and giant…

7 years ago
MARKET WATCH: NOVEMBER 12, 2018MARKET WATCH: NOVEMBER 12, 2018

MARKET WATCH: NOVEMBER 12, 2018

The Markets (as of market close November 9, 2018) Despite a fall at the end of the week, stocks rode…

7 years ago
MARKET WATCH: OCTOBER 15, 2018MARKET WATCH: OCTOBER 15, 2018

MARKET WATCH: OCTOBER 15, 2018

The Markets (as of market close October 12, 2018) Despite a surge at the end of the week, stocks plummeted…

7 years ago
MARKET WATCH: OCTOBER 8, 2018MARKET WATCH: OCTOBER 8, 2018

MARKET WATCH: OCTOBER 8, 2018

The Markets (as of market close October 5, 2018) Another tough week on Wall Street as stocks and long-term bond…

7 years ago
MARKET WATCH: SEPTEMBER 17, 2018MARKET WATCH: SEPTEMBER 17, 2018

MARKET WATCH: SEPTEMBER 17, 2018

Tech and foreign stocks led the way as the market rebounded from the prior week's decline. The prospect of renewed…

7 years ago
MARKET WATCH: SEPTEMBER 10, 2018MARKET WATCH: SEPTEMBER 10, 2018

MARKET WATCH: SEPTEMBER 10, 2018

The Markets (as of market close September 7, 2018) Apparently a strong labor report, which included increasing wages, wasn't enough…

7 years ago
MARKET WEEK: AUGUST 27, 2018MARKET WEEK: AUGUST 27, 2018

MARKET WEEK: AUGUST 27, 2018

The Markets (as of market close August 24, 2018) Despite a week that included yet more tariff trepidations and negative…

7 years ago