Issue 32 – July 2017

  • Do You Need (More) Life Insurance?
  • Stock Market Overview
  • The Fed Hikes Keeps Hiking, But The Dollar Weakens
  • Emerging Markets Gain A Foothold
  • The DOL Fiduciary Rule Takes Effect

Issue 31 – April 2017

  • Are HSAs the new IRA?
  • Stock Market Overview
  • The Fed Hikes Rates, But Not All Rates Rise
  • What’s Happened In Europe Since Brexit?

Issue 30 – January 2017

  • Beneficiary Designations: A Primer
  • Equity Overview – 2016 Year in Review
  • Bonds’ Long, Strange Round Trip to Nowhere
  • A Summary of Tax Changes for 2017

Issue 29 – October 2016

  • The Election and Your Portfolio
  • Deutsche Bank Leads European Banking Concerns
  • Keep an Eye on Bond Yield Spreads

Issue 28 – July 2016

  • Car Buying vs. Leasing: A Primer
  • Bond Yields Take Another Leg Lower
  • International Stocks: Why Bother?

Issue 27 – April 2016

  • Managing Your Digital Estate
  • Precious Metals Shine Again
  • Negative Interest Rates Take Hold
  • The Growing Specter of “Brexit”

Issue 26 – January 2016

  • 529… or IRA?
  • The Year Nothing Worked
  • The End of “ZIRP”
  • Social Security “File and Suspend” Strategy Repealed

Issue 25 – October 2015

  • Knowing Your Fiduciary
  • Corporate Bond Spreads Continue to Widen
  • Strong Dollar Impacts U.S. Corporations

Issue 24 – July 2015

  • Slaying the Student Loan Monster
  • Interest Rates Already Increasing?
  • The Housing Recovery Continues
  • An Eye Toward China

Issue 23 – April 2015

  • Location, Location, Location (Strategies for placing assets in efficient account types)
  • European Bond Yields Go Negative
  • Strong Dollar Leads to Slump in Commodities
  • Greek Debt Making Headlines… Again

Issue 22 – January 2015

  • Getting To Know Your 401(k)
  • The Oil Price Selloff Picks Up Steam
  • Trend Shift in the High-Yield Bond Market?
  • A Summary of Key Tax Changes for 2015

Issue 21 – October 2014

  • Financial Planning Across Generations
  • Discussion on Interest Rate Projections
  • Lower Gasoline Prices Bode Well For the U.S.
  • How the Financial Landscape of Europe Might Change

Issue 20 – July 2014

  • A Spotlight on Career Decisions
  • Current Environment: Macro Overview

Issue 19 – April 2014

  • IRA Review for Everyone
  • Current Environment: Macro Overview
  • Who Owns Gold

Issue 18 – January 2014

  • 2013 Investment Review
  • Estate Planning – An Introduction

Issue 17 – October 2013

  • Risk? What Risk?
  • Debt Limit Debate
  • Brief History of Health Insurance Benefits & Coverage

Issue 16 – July 2013

  • Should We Pay Down Debt or Save for Retirement?
  • What the Fed Owns

Issue 15 – April 2013

  • Healthcare in Retirement
  • Origins of the Bulls & Bears

Issue 14 – January 2013

  • 2012 Investment Review
  • Key Points of the Fiscal Cliff Deal
  • The Truth About Life Insurance

Issue 13 – October 2012

  • Financial Tips for Seventysomethings…and Beyond

Issue 12 – July 2012

  • Financial Tips for Sixtysomethings

Issue 11 – April 2012

  • Financial Tips for Fiftysomethings

Issue 10 – January 2012

  • 2011 Investment Review
  • Financial Tips for Fortysomethings

Issue 9 – October 2011

  • The Price to Play the Game: A Perspective on Investing Basics
  • Financial Tips for Thirtysomethings

Issue 8 – July 2011

  • Financial Tips for Twentysomethings

Issue 7 – April 2011

  • How Secure is Social Security?

Issue 6 – January 2011

  • 2010 Investment Review
  • Searching for Yield: Where to put your Safe Money

Issue 5 – October 2010

  • Understanding Your Credit Score: What Drives the Number and How it Impacts Your Life

Issue 4 – July 2010

  • Mint.com – An Innovative Personal Finance Tool

Issue 3 – April 2010

  • What to do with Your Tax Refund
  • Health Care Reform Plan Impact

Issue 2 – January 2010

  • 2009 Investment Review
  • Converting a Traditional IRA to a Roth IRA

Issue 1 – October 2009

  • The Devastating Global Economic Impact of the Collapse of Lehman Brothers
  • Individual Retirement Accounts (IRA’s): What You Need To Know