Month: April 2013

FinanceWomen's Roundtable

The Woman Investor

A 2005 Merrill Lynch investment manager survey on gender and investing revealed some interesting facts about women investors. Here are ...
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The Opening Bell

Ensuring an Active Lifestyle for Your Portfolio

Starting around 20 years ago, low-fat diets became the craze among people trying to lose weight and live healthier lifestyles. ...
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Finance

First Quarter Data on the 2013 Stock Market

At the close of the first quarter of 2013, it is clear that markets and investors are responding positively to ...
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The Opening Bell

Living for Thirty Years Without a Paycheck is Complicated . . .

According to the U.S. Bureau of Labor Statistics, 18.5% of Americans over the age of 65 are continuing to work. ...
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The Opening Bell

Our Momentum-Based Strategy—The Explanation

At the very end of my article in the fourth quarter newsletter of 2012, Making a Good Life Happen—the Explanation, ...
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FinanceMarket Analysis

Market Analysis Video – March 2013

Stocks closed the first quarter of 2013 with continued strength. Domestic stocks, as measured by the S&P 500 Index, rose ...
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Finance

U.S. Real Estate: Ongoing Boom or Looming Bust

The topics of discussion that financial planning clients bring to initial or review meetings tend to shift over time. Education planning was ...
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