Geopolitical Tensions Higher Around the Globe

Events of the last week could have been plot elements in a Tom Clancy novel. Tragically, they were real and ratcheted geopolitical tensions higher around the globe. On Wednesday, the United States toughened sanctions against Russia. Bloomberg.com reported the new sanctions prevent specific Russian companies from “…accessing U.S. equity or debt markets for new financing […]

Market Health Outlook – 2nd Quarter 2014

Markets Report

The markets had a positive performance in the 2nd quarter, following a marked decline in January as we started out the year. According to the S&P 500® (the best single gauge of the 500 U.S. companies with the largest market capitalization), U.S. stocks had rebounded and were up by a mere 0.9% after the first […]

Get Good Tax Advice

Dickinson & Clark CPA's

Taxes and inflation are facts of life.  In his book 18 Common Sense Rules for Enjoying a Successful Retirement, Ron Dickinson teaches about the value of securing trustworthy tax guidance in conjunction with your retirement planning. (This is the fourth article in the “7 Steps to Financial Security” series.)   A Common Objection We hear […]

Weekly Market Commentary About Europe

Eurozone flags

Although Germany clobbered Brazil in the World Cup quarterfinals last week, and then became the first European team to win the event on Latin American soil, things back home in Europe weren’t quite so rosy. First, a sizeable Portuguese bank startled investors when it failed to make an interest payment on its short-term debt. Investigators […]

“my$View” Can Help You With Planning About Your Money

my$View image for articles

    “my$View” is your own personal online financial website that we provide as a complimentary service for you. It enables you to aggregate all of your accounts – bank accounts, investments, credit cards, real estate, insurance – so you can view your entire financial life in one secure place. “my$View” enables you to… 1.  […]

Save For Emergencies

Save - Green Button

Grandma was right.  It’s a smart idea to save some money for a rainy day. The road to financial security isn’t a straight and easy one.  Because life has a tendency to wreck our plans at the worst possible times, an important step to building wealth is creating an emergency fund to help you withstand the […]

Reasons To Celebrate

Stock trading screen

Happy birthday, United States of America! Our weekly market commentary states that U.S. stock markets gave Americans plenty of reason to celebrate over the Fourth of July weekend. The Dow Jones Industrials Average earned ‘oohs’ and ‘ahhs’ from investors and pundits as it shot above 17,000 last week (a significant gain from March 2009 when […]

Video for Pre-Retirees

Key to retirement in hands

You’ve built your nest egg over many years, and you want to enjoy the rewards of your life’s efforts. Check out this video to learn more about how we can help you to achieve your dreams for retirement.  

Get Out of Debt

Piggy bank drowning in debt

Let’s be blunt.  Debt is, more than anything else, the enemy of wealth. While taking on some debt is a near certainty in everyone’s life – after all, not many of us can afford to pay cash for a house – debt is something that can be managed, reduced, and eventually eliminated from our financial […]

Analysis of the Contraction Numbers for the Economy

Analysis through a magnifying glass

Last week, the U.S. Department of Commerce delivered news that was about as welcome as a report of a great white shark sighting off a popular beach during the Fourth of July holiday. Our weekly market commentary reports that the Commerce Department’s third revision of its estimate for economic growth in the United States during […]