Archive of: Finance

Issue

Title

The stock market in 2014: up, but volatile January 24 2014

The stock market in 2014: up, but volatile

In the short term, markets move on current sentiment; longer term, they move on fundamentals

10 ways to attract investors January 10 2014

10 ways to attract investors

There are a number of hurdles to clear before a business is ready to take the step

Taking stock of your family’s financial future January 10 2014

Taking stock of your family’s financial future

Whether inherited or newly created, getting your wealth was only half the battle

Crowdsourcing the transition called ‘retirement’ January 10 2014

Crowdsourcing the transition called ‘retirement’

Not knowing what to expect psychologically and practically can create missteps

The difficult challenges facing Janet Yellen December 27 2013

The difficult challenges facing Janet Yellen

Future actions of the Fed matter more than many people imagine

December 27 2013

Small businesses thinking outside the capital box

Lending has been on the rise, but it’s not from the traditional sources

An ERISA (Employee Retirement Income Security Act) owner’s manual December 13 2013

An ERISA (Employee Retirement Income Security Act) owner’s manual

Maintenance schedules for employee benefits plans

Bond investment landscape looks gloomy November 29 2013

Bond investment landscape looks gloomy

Better-than-expected economic reports have led to sharp movements in prices

October 18 2013

New framework suggests new standards for small business financial reporting

But it doesn’t address all issues associated with what has become known as ‘little GAAP’

What Gloria Steinem taught me September 20 2013

What Gloria Steinem taught me

The role of women in my life has been critical to my career as a financial advisor and my personal development as well