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Market Commentary
Staying the Course
Financial markets can catch investors off guard. This year has been a case study of how market rallies can occur in the face of seemingly bad news. Domestic equities roared higher in the first seven m...
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Lessons Learned by a Patient Investor
I began my investment counseling career in 1979. The Dow Jones Industrial Average (DJIA) ranged between a low of 797 and a high of 897 that year (the ...
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Manage Wealth
Making Withdrawals from IRA Accounts
The purpose of this article is to describe IRA withdrawals for a typical retiree. It is not meant to be a comprehensive review of the subject, or to o...
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Manage Wealth
Saving for College
Parents today are faced with the long-term challenge of funding their own retirement accounts and simultaneously saving for their children's college e...
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