Financial Planning : Money Management : Divorce Planning

Fee-Only, Investment Management

Will the Kids Be All Right?

Remember that first job, working 9 to 5 and a real salary?  Quickly, your thoughts moved to what you were going to purchase:  a new car, a new wardrobe, maybe a vacation to a foreign land?  With the job came real responsibilities along with future plans that were...
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Buying The Dip

This past week about 360 of 500 companies in the S&P 500 have reported 4th quarter corporate earnings about 5% higher than the year earlier period. This exceeded analysts estimates of 3.2% as predicted at the end of 2016. Stocks, entering the 8th year of a bull...
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Is the Dow Jones Industrial Average still a relevant Benchmark?

A few weeks ago, The  Dow Jones Industrial Average, the oldest most widely known stock index in the US, broke 20,000 for the first time ever.  While this may seem impressive, the Dow's relevance today is actually quite small given: 1) The DJIA includes 30 of the...
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CREDIT SCORES AND OBTAINING A MORTGAGE

One of the first things I ask a new client considering a refinance or any kind of debt is, do you know your credit score?  Your FICO score is the most important number that the banks and other lenders use to identify what type of credit risk you are. FICO scores run...
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