• March 12, 2014
• Weekly Post

So you’ve been asking around—your friends, your co-workers–for referrals to planners they use and trust and you’ve got a list going–NOW,...

• March 10, 2014
• Weekly Post

2014 and beyond has much to behold for retirees and soon-to-be-retirees—now is the time to re-evaluate your retirement plan needs by...

• March 3, 2014
• Weekly Post

“What Does Holistic Financial Planning Mean, Exactly” uttered the woman sitting next to me in seat 8B.  She didn’t know planning...

• February 28, 2014
• Markets

AND….Exhale WINS! Congrats for staying the course and shunning all the NOISE that 2014 has delivered. The fact is, the S&P...

• February 5, 2014
• 401kMarkets

This week’s losses mark the biggest losses on the S&P 500 since June of 2012, putting the S&P 500 YTD -3.1%....

• February 5, 2014
• 401kMarkets

Through Tuesday’s market the S&P 500 Index is down -5% for the year, an exhale that has not gone unnoticed by...

• January 18, 2014
• Newsletters

Quiet the Noise (Listen to the Data) Below you will find a “temperature reading” on the market and the risk level...

• November 27, 2013
• Weekly Post

Retail season is here. Will Black Friday disappoint Wall Street? Will you buy or sell AAPL, COST, WFM? Scary twitter quote...

• November 19, 2013
• Liberated Investor Tool KitMarketsWeekly Post

Dow tops 16,000 and S&P 1,800….to buy or not to buy, that is the question. An MSN poll suggests mixed answers...

• November 4, 2013
• Investment Ideas from an Athlete

This is a classic excerpt from our friends at Dorsey Wright & Associates from today’s daily equity report: Investing, at its...