Success Through Education

Financial Planning Resources

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Latest Education Resources

Ghosts and Goblins?

Sadly, we are in the season of scary things. Halloween decorations adorn the shelves at retailers and are beginning to fill the baskets of consumers.  Markets are scaring investors every few…

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Brass Tacks

Man are we glad to see that quarter go into the books.  Whew!  Ugly, ugly, ugly. But that’s great.  Even the hedgies got clocked – leaving few stones unturned. We…

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Perspective and Patience Are Tough

What an ugly month of feelings huh?  Markets are entrenched in a back-and-forth battle within the same price range which unfolded on that ugly Monday late in August. You may recall from the…

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The Toughest Part of the Path

Here we find ourselves in the worst part of the calendar for market history.  Every year repeats parts of the same cycle. Video and press coverage of all the problems…

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Why a Subpar Recovery?

The chop, churn and roller-coaster process continues.  If you and I had taken a nap starting at the beginning of summer 2014 and had awoken yesterday afternoon, little would have changed. That’s…

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Almost Funny?

June 9, 2014 – one year and 3.5 months ago is when the SPY first hit the number we closed at on Friday.  This after a day of selling was unleashed by the nervous-nellies…

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What a Charade

It is a backward world when we shiver over the perspective of a 25-basis point interest rate change. It is particularly distressing to see this when the market has already…

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Lost In The Forest

Markets have entered their next stage of a new trade range – just below the older trade range. Having washed out a vast number of investors, pushing billions and billions…

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End of Summer 2015

The summer of 2015 is just about over, what’s next? Watch the latest video blog by Mike Williams and gain some of his insights and thoughts on what may be…

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Worst-Case Scenario?

It is not abnormal to get some very nervous calls from readers when markets hit periods like we are witnessing. However, I am getting some very dark questions these days…

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Paul Durso on WBTV: Financial Bullying

Almost all couples argue about money, but financial bullying takes things to another level.

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It’s About What’s Next

If you feel a bit jostled around – don’t fret – even most of the pros do and the “experts” as one can readily see, don’t have a clue either….

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Haze Lifting

So here we are – the week that brings everyone back from the summer haze.  It’s always a tough week – sort of like that feeling when you don’t get enough…

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Broken Mindset

First, I wish you and yours a safe, relaxing and very enjoyable Labor Day weekend.  It seems like just yesterday, I was wishing you a Happy Memorial Day. The latter starts…

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Almost Funny…or Sad?

OK, so if you were able to watch your latest two videos, we should be set for a series of expectations as the world trembles about the upcoming, possible, slight…

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Quicksand Effect

They say the worst thing you can do when you are in quicksand is to struggle. Efforts to get out quickly are for naught and end badly.  At least that…

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Some Things Never Change

While many gather in bomb shelters across the land, I hope you are receiving internet service in order to read your morning notes.  As the DOW plummeted over 1,100 points in the…

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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!

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Radical Insanity Begets Opportunity

Remember above all else, markets are people and their collective actions. For many moons now we have been suggesting that the better part of valor here would be to pray…

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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….

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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…

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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…

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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…

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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…

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