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Monthly Archives: July 2012
Shock of Gray
A couple of months ago, I spent a week in Chicago at the National Association of Personal Financial Advisor‘s (NAPFA’s) National Conference. It was a great week of meeting friends and learning more about how I can better help our … Continue reading
Posted in Financial Planning
Tagged Business, Chicago, Health insurance, Individual Retirement Account, Retirement, Roth, Roth IRA, Traditional IRA
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Supporting Grieving Clients
A couple of months ago, I spent a week in Chicago at the National Association of Personal Financial Advisor‘s (NAPFA’s) National Conference. It was a great week of meeting friends and learning more about how I can better help our … Continue reading
The Death of Equities, Revisited
I thought the following article by Weston Wellington, Vice President at Dimensional Funds was well done. June 26, 2012 A recent article appearing in the Financial Times caught our eye—or perhaps we should say ear. At first glance it was unremarkable—just … Continue reading
Q2, 2012 Markets Review
For those who watch the investment markets, the first half of 2012 was a strange and somewhat harrowing experience. The first four months of the year saw American stocks zoom upward by almost 10 percentage points, building on one of … Continue reading
