Certified Financial Planner

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, 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, 2018

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

6 years ago

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…

6 years ago

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…

6 years ago

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…

6 years ago

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…

6 years ago

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…

6 years ago

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…

6 years ago

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…

6 years ago

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