November 1, 2013
Taking a Measured Approach
The stock market has been on a wild ride since October 2007, when the Dow Jones Industrial Average and the S&P 500 index both hit record highs, only to lose…
November 1, 2013
Insurance to Leave a Legacy
Many people purchase term life insurance to help protect their families when their children are young and dependent on them for support. By definition, term policies have ending dates, and…
November 1, 2013
Retirees Spark Surge in Small-Business Sales
In the first quarter of 2013, the number of closed business sales increased 56% over the same period in 2012, and the median sales price rose 20% to $180,000.1 According…
October 28, 2013
Protecting Your Family’s Future
At a recent financial industry event, behavioral finance expert Meir Statman tried to put the risk of investment losses in perspective. “The real risks in life are not the stock…
October 28, 2013
Want to Be Your Own Boss?
A 2013 study of entrepreneurship found that more than a quarter of workers aged 65 and older plan to start their own businesses in the next three years.1 Developing a…
October 28, 2013
The Alternative Minimum Tax Trap
The alternative minimum tax (AMT) was enacted in 1969 after Congress learned that 155 affluent Americans had paid no federal income taxes.1 Although only about 19,000 taxpayers owed the AMT…
October 28, 2013
Growth and Value Investing
“Growth” and “value” are distinctions made between types of equity investments. These style labels are generally pinned to certain stocks, market sectors, and indexes. Some investors may prefer one of…
October 28, 2013
Cybercrime Survival Guide
Annual statistics from the computer security industry warn that cyber criminals are targeting small businesses at an alarming rate. In fact, cyber attacks on businesses with fewer than 250 employees…
September 28, 2013
HOT TOPIC: When the Fed Speaks, Markets Listen. Should You?
Comments made by Fed Chairman Ben Bernanke following the Federal Reserve’s June policy-setting meeting caused a stir in the financial markets. The realization that the Fed might cut back on…
