Financial Information

BREXIT! Why Is This Not Bigger Than Greek Crisis? BREXIT! Why Is This Not Bigger Than Greek Crisis?

Unless you follow global current or financial events you would not know that... 

We Have Seen This Before……. We Have Seen This Before…….

……..but the ending may be very different. If you follow our newsletters,... 

2014 Year End & 1st Quarter 2015 Market Review / Outlook 2014 Year End & 1st Quarter 2015 Market Review / Outlook

First Quarter, 2015 Market Review & Updates Our Investors have benefited from... 

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Financial Tips

The Early Baby Boomers- Their Long Final Act Begins The Early Baby Boomers- Their Long Final Act Begins

Reprint from by Saul Ewing Arnstein & Lehr, LLP “The baby boom generation... 

Equifax Data Breach: What Consumers Need to Know Equifax Data Breach: What Consumers Need to Know

The company says vital information on 143 million people was potentially put... 

2017 Mid-Year Advice 2017 Mid-Year Advice

“Hypocrisy is the universal solvent of social relations”. We live in an uncertain... 

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Latest Articles

2017 Year End Focus Comment 2017 Year End Focus Comment

Year End Focus                                                                                                                                 December 2017 In the light of this seemingly, never-ending record breaking stock... [Read more of this article]

Digital Currencies (aka Bitcoin) Gets Some Respect Digital Currencies (aka Bitcoin) Gets Some Respect

Bitcoin Futures Surge Above $18,000 In Cboe Trading Debut ED CARSON 12/11/2017 Bitcoin futures started Sunday evening on Cboe Global Markets (CBOE), with the cryptocurrency surging. January Bitcoin futures rose 15% to $17,600 Monday morning after topping $18,000 at one point overnight. Bitcoin’s big 2017 run has intensified in recent... [Read more of this article]

The Early Baby Boomers- Their Long Final Act Begins The Early Baby Boomers- Their Long Final Act Begins

Reprint from by Saul Ewing Arnstein & Lehr, LLP “The baby boom generation (born from 1946 to 1964) is now entering retirement years, and the earliest members of this group are well into retirement, continuation of their careers in different ways, or encore careers. When this group was born, it began a boom in building housing. When they went... [Read more of this article]

Equifax Data Breach: What Consumers Need to Know Equifax Data Breach: What Consumers Need to Know

The company says vital information on 143 million people was potentially put at risk By Allen St. John Last updated: September 21, 2017 The credit-reporting agency Equifax disclosed one of the most significant data breaches in recent history, saying information including the Social Security numbers of 143 million consumers was potentially... [Read more of this article]

Summer 2017 Stock Market Update Summer 2017 Stock Market Update

August 2017 As many of you know, we have been commenting for a while now about why much of the economic data does not bode well for the stock market.  For many fundamental reasons it can be argued that it is not realistic that the stock markets can keep hitting new all-time highs –  yet, it is happening. We do expect, inevitably, a long overdue,... [Read more of this article]

Did you know that the Department Of Labor (DOL) “strongly suggests” that every 2-3 years business have their 401k plan independently review for competitiveness by competitors – and document the results? If your business has a 401k plan, and you are an executive or have anything to do with it you are personally liable.  You may probably... [Read more of this article]

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