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Financial Planning Resources

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Latest Education Resources

Contrary Thoughts

Ah yes, well, the chop continues even as we wind down 2015. Many may be surprised to note that we only have about 14.5 trading sessions left in 2015 –…

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Which 3% Matters?

Oddly enough almost a dozen of the last 15 closes in the broader market have been with a 120 basis point range on the SP500. Interestingly, late last week, we…

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Churn and More Churn

Needless to say, while the Holiday Season is unfolding nicely, the markets continue onward with the internal churn we have lived with all year – and then some. This week…

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Paul Durso on WBTV: December To-do’s

The most important December “to do” list may not be related to shopping or parties. Checking your financial list twice could be the best gift you give yourself and your family.

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Almost Funny?

Retail Chatter If it was not getting so funny it would be sad. First, as I noted last week, we can expect an eruption of headlines designed to terrify you…

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3rd Quarter Review

Took an extra day or two to make sure the preparation provided for your best viewing. Please note, we call it a Q3 update but it also covers some of…

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Better Than Expected

I hope the Thanksgiving Holiday has kicked off a fabulous Season of joy, love and cherished times with family and friends for you and yours. Thanks again for allowing us…

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Happy Thanksgiving

So here we are – the beginning of the Holiday Season 2015. Stunning how fast this year has gone by. Pretty scary how fast it might go by 20 years…

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Second Thoughts

The markets have seen 5 straight days with a 1% move or more on the close. Oddly, that has ended with just a 1% improvement. So as we can see…

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We Recover Together

First, thoughts and prayers have been going out to Paris and all who have been affected by the terrible events there since the coverage began on Friday. I suspect the…

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New Problems?

After a good bounce, markets have hit a brick wall and seen some setbacks this week. The nervous nellies will say things like, “see it was just a bear market…

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Giving Thanks

Bull or bear..good or bad. Deep in our hearts we can all be thankful for what we have and today that thanks goes to our Veteran’s across the land. I…

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Chugging Along

Just as we begin to flex our muscles from the summer break and into the meat of the media frenzy of the Q3 earnings season, the Holiday Haze is gently rolling toward…

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Paul Durso on WBTV: Online Safety & Gift Card Fraud

Get ready, get clicking and start shopping! The biggest holiday to shop from our fingertips is Cyber Monday (Nov. 30).

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The Pendulum Swings

Data continue to flow which suggest that our economy is moving along at a muddled pace.  The process of washing the energy sector setbacks through the system is still underway….

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Ho-Hum But Growing

Let’s get right to the data. Including this morning’s earnings reports, we now have Q3 results from 253 S&P 500 members that combined account for 61.9% of the index’s total…

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What’s After This….

Nothing like an earnings season melee to ruin your day huh? The older I get the more I get bugged by the earnings season process.  Way back when, it was just…

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Are You Kidding Me?

In case you have been on vacation this week, the markets have, well, apparently forgotten all of the elements they were fretting over a couple weeks ago. Yet again, this…

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Something Missed

After the volatile period (and I use that term lightly) we witnessed during September and late August, markets have become rather quiet. Resistance and support testing is normal after what…

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A Review In Order

A few weeks ago, I sent out a morning note entitled “Faith or Fear”. In it I detailed the issues we face today and then wrote that we face “issues” all the…

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I am writing to ask you if you are surprised the world has not ended yet? Thanks to a piece sent over by our good friend Alan Steel and his…

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Earnings Parade

It is difficult to get too worried – no matter the headlines – when you see major-league size acquisitions still taking place. Let’s face it, the guys over at Dell’s place…

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Paul Durso on WBTV: Frightening Finances

More than half of Baby Boomers (61%) say running out of money in retirement is scarier than even dying! The first step to tackling your money fears is to identify them.

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Tomorrow’s Headlines?

Alas, the end of the world may not be happening just yet. I have attached a chart here which you can print out for careful study – I think you will…

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