Are you Ready for 2012?
THE FACEBOOK IPO The frenzy is building. Should you care? Anticipation is high. Facebook filed an S-1 form with the Securities and Exchange Commission on February 1, taking its first big step toward going public.
read moreWhy We Crunch For You (9/6/11)
Have you heard all those different statistics about how much you will need to retire? “Statistics are like bikinis. What they reveal is suggestive, but what they conceal is vital. (Aaron Levenstein). When you crunch the numbers and project what you will need for retirement, you must remember that the math never changes – it’s all about the assumptions that go into the math. There are 4 critical assumptions that go into the retirement projection mix. And the way you set your assumptions can dramatically change the bottom line. What assumptions are we talking...
read moreNew Senate Debt Plan Emerges (7/19/11)
An update by the Wall Street Journal about the battle over the federal deficit and the debt ceiling. Good news indeed! Wall Street Journal Update on Debt Plan 7/19/11
read moreNot Everyone Should Be a Homeowner!
Too many people got caught up in buying bigger and fancier homes and are now deeply underwater. This article from Smart Money is good food for thought about home ownership. Is Home Ownership Overrated?
read moreSEC warns investors about principal-protected notes.
Investors are enticed by principal-protected notes, but read the fine print! The Securities and Exchange Commission (www.sec.gov) and the Financial Industry Regulatory Authority Inc (www.finra.org) issued a warning last week regarding principal-protected notes, stressing that these structured notes are not risk-free. Read the full article at http://investor.gov/news-alerts/investor-bulletins/structured-notes-principal-protection-note-terms-your-investment ...
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