Market Update
Friends and Clients:
The last few weeks have seen some significant volatility in the markets.
I have been watching the markets very closely… I do not pretend to know what the future will hold, but the fundamental […]
2708, 2015
1407, 2015
Market Snapshot: July 2015
I read a number of analysts, but these comments from Liz Ann Sonders at Charles Schwab are very timely.
LIZ ANN SONDERS: Happy summer, everybody. Welcome to the July Market Snapshot. I’m Liz Ann Sonders and […]
806, 2015
10 Questions that every investor should be asking:
Do we have inflation? Yes, the government measure does not tell the whole story.
Are interest rates going higher? Yes, but too much emphasis on this.
Is the Nation going broke? No, household net-worth is up and the government balance […]
806, 2015
Welcome to Summer… 2015 update.
Friends: June 2015
Summer is finally here and we hope you are well. We are looking forward to the second half of this year […]
2003, 2015
Social Security: How Much will you Receive?
Social Security: How Much Will You Receive?
Social Security benefits are a major source of retirement income for most
people. When you begin taking Social Security greatly affects the size of
your benefit.
Your Social Security retirement benefit is […]
1303, 2015
Colwyn President Sterling Jack cited in recent article.
Dr. Sterling Jack was recently cited in an article posted by Louis DeNicola, an editor for Cheapism.com.
The article explores the cost of insurance and 12 tips to keep you from buying too much insurance.
Link:
How much […]
2002, 2015
Additional Link for some great Financial Calculators
A friend of Colwyn was looking for some calculators, using the ones we have under our links section and forwarded me the following as an additional resource:
http://www.ignitespot.com/financial-calculators
There are some here that we do not have […]
1601, 2015
An Introduction to Alternative Investments by Sameer Jain
This, from a friend of mine at AR Capital…
The alternative investments universe generally consists of investments outside
of publicly traded real estate, equity and debt. It includes investments ranging
from private commercial real estate, hedge funds and […]
1212, 2014
401 (k) Plans
401(k) plans have become a widely accepted retirement
savings vehicle for small businesses. According to the
most recent data, an estimated 51 million U.S. workers
participate in 401(k) plans that have total assets of about
$3 trillion.
With a 401(k) […]
1212, 2014
SIMPLE IRA Plans
A SIMPLE IRA plan is a savings option for employers
with 100 or fewer employees.
This plan allows employees to contribute a percentage
of their salary each paycheck and requires employer
contributions. Under SIMPLE IRA plans, employees
can set aside […]