Archives by date

You are browsing the site archives by date.

Here’s to the Ladies!

Father’s Day is quickly approaching, but before we take the spotlight off dear mom, let’s take a moment to talk about the influence of mothers–and women in general–on all things financial.   Kathleen Sebelius, the U.S. secretary of health and […]

Another Pleasant Valley Sunday

According to a news survey by The Millionaire Corner, a Series 65 online resource about investing, this highly charged political environment regarding the future is about as stressful as swatting at mosquitoes during a Friday night barbeque. The real issues, […]

Boil and Bubble: Potential Bond Trouble

“Double, double. Toil and Trouble. Fire burn and cauldron bubble.” This is dialogue from Shakespeare’s play Macbeth. Translated into today’s vernacular, it could describe what many see as a bubble in today’s bond market.   [CLICK HERE to read the […]

Pension Trends

If you could look into a crystal ball and predict which retirement income plan was more likely to be around in 20 years – would you choose Social Security or company pensions?   [CLICK HERE to read the article, “President […]


Today’s economic environment is more complex than ever before, and achieving financial success can be an incredibly confusing process to even the most experienced individuals. That’s exactly why we’ve created this blog – to provide a forum for discussion, a […]