by lindapowell | Feb 10, 2016 | Economic Updates
Most investors know about the supposed “January effect…” as goes January, so goes the year. That supposition was proven wrong as recently as 2014, when the S&P 500 fell 3.6% in January but ended the year ahead 11.4%. A down January does not even mean a down February: the S&P gained 5.5% in February 2015 in the wake of January losses greater than 3%. So February may bring some calm, and some positive change. Read more in our February economic update.
by Kristin Rodriguez | Feb 1, 2016 | In The News
UGMA and UTMA accounts help you amass college savings & make gifts to minors. If you want to save for college, you may wish to consider a UGMA or UTMA account. These custodial accounts are typically created by parents and other relatives who want to gift...
by Kristin Rodriguez | Jan 19, 2016 | Kristin's Chronicles
In 1976 there was a young man named Mohammad Yunus who worked at a bank in Bangladesh. He observed poor people working hard but caught in a cycle of poverty. In a village near the capital women made bamboo furniture. They borrowed money to purchase the bamboo, made...
by lindapowell | Jan 19, 2016 | In The News
What you might do (or do differently) in 2016? How will your money habits change in 2016? Each year presents a “clean slate,” so as one year ebbs into another, it is natural to think about what you might do (or do differently) in the next 12 months. Financially...
by Kristin Rodriguez | Jan 19, 2016 | Kristin's Chronicles
I could sit down and have an ale with George Washington. Or wine with Thomas Jefferson. Did he go by Tom? I believe he made his own wine. And maybe the most interesting – I’d like to have a cider with Ben Franklin. I grew up close to Philadelphia and heard a lot about...
by cambridgesourcesites | Jan 8, 2016 | Articles, Newsletters
As we say goodbye to 2015, we wish you a happy and healthy new year. Read our list of five favorite things from 2015 in our December newsletter.
