Boomers Dating, Jobs Up, Stocks Happy

According to a new report by IBISWorld, almost one-third of adults ages 50 to 64 are divorced, widowed or never married. Wow. We talk a lot about “average” adults and “traditional” values, but that’s really an eye-opening statistic for this […]

Here’s to the Ladies!

Father’s Day is quickly approaching, but before we take the spotlight off dear mom, let’s take a moment to talk about the influence of mothers–and women in general–on all things financial.   Kathleen Sebelius, the U.S. secretary of health and […]

Another Pleasant Valley Sunday

According to a news survey by The Millionaire Corner, a Series 65 online resource about investing, this highly charged political environment regarding the future is about as stressful as swatting at mosquitoes during a Friday night barbeque. The real issues, […]

Boil and Bubble: Potential Bond Trouble

“Double, double. Toil and Trouble. Fire burn and cauldron bubble.” This is dialogue from Shakespeare’s play Macbeth. Translated into today’s vernacular, it could describe what many see as a bubble in today’s bond market.   [CLICK HERE to read the […]

Pension Trends

If you could look into a crystal ball and predict which retirement income plan was more likely to be around in 20 years – would you choose Social Security or company pensions?   [CLICK HERE to read the article, “President […]

The Newly Found, Lost Generation

The new crop of young adults who went to and graduated from college during the midst of the millennium’s economic decline should all be issued “I survived the recession,” tee shirts. There’s a lot resting on their shoulders now, and […]

Market and Economic Update

Just weeks after the Dow Jones Industrial Average (DJIA) reached a record high, the S&P 500 closed at a new high of 1,569.19 on Thursday, March 28 – four points above its previous record of 1,565.15 back in October of […]


Today’s economic environment is more complex than ever before, and achieving financial success can be an incredibly confusing process to even the most experienced individuals. That’s exactly why we’ve created this blog – to provide a forum for discussion, a […]