Currently Browsing: Category

Resources

Resources
Paul Durso on WBTV: Back to School Teaching Tips

It’s that time again- time to stock up on back-to-school supplies. Spiral notebooks, paper and pencils, and clothes are going to cost you!

Read More

Resources
Sea of Red, Green Ahead?

Let’s face it – the audience now hates stocks today as much as they did in March of 2009. Incredible. So we find ourselves swimming in a sea of red….

Read More

Resources
Subtle Wind Shift?

Evening before last, the China market fell 6% overnight.  Jitters rumbled through markets around the globe. Last evening, China’s market was down over 4% before recovering. By the way, this…

Read More

Resources
Wake Me When It’s Over

Not much change in the scenery these days. Whether it be Greece, China or the Yuan as the monster du jour, the markets can only choke for a few days and…

Read More

Resources
Pass the TUMS

Wow, talk about everything but the kitchen sink being thrown at you. Ouch – right? I mean if we listen to the press clippings, the entire world changed in the…

Read More

Resources
Much of the Same

I have a new acronym for this summer: MOTS (more of the same). I write to you from Maui as we try to squeeze in a vacation for the family before…

Read More

Resources
End of the World?

Nothing like a few headlines to mess up your day right? I mean we were told all was going to hell in a handbasket.  We were told the end was…

Read More

Resources
Summer Haze Thickens

So here we are–two-thirds through summer and heading into the haziest month of all.  The good news?  It’s all unfolding as planned – slow, tedious, nerve-wracking and it’s crushing bullish sentiment….

Read More

Resources
Paul Durso on WBTV: Christmas in July

It may be hard to think about mistletoe and garland while it’s hot and humid, but now really is the time to start planning for the holidays.

Read More

Resources
Gen Y and the Baby Boom

A look back to see what’s ahead?

Read More

We’d love to hear from you!

If you have financial questions or want to schedule an appointment, you’re in the right place.

Simplicitree Plan

Generate your free Retirement Report

Simplicitree® Quick Plan.