Interesting Article on Greece

We came across this article on the current situation in Greece. It offers another perspective on the events and possible side effects on the market. As always, diversification helps investors navigate through short-term volatility caused by headline risk such as this. 


The Keys to Building Wealth

For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure 401k plans and home equity values, now feel unprepared for retirement. The lessons learned from the financial crisis is that wealth can be fleeting.

Planning for the Long, Long Term

Most people looking to implement a financial plan are making decisions with the long term in mind. While what long term means tends to vary depending on factors like age, individual and family goals it’s safe to say most planners and their clients would agree that long term is usually measured in years, not months.

Fear vs. Joy: Two Emotions that Drive Investment Decisions

I took my kids to Disney's Inside Out over the weekend and loved it.  I think all the emotions represented in the movie can be related to investing.  When times are good, as they have been over the last few years, fear tends to take a back seat to joy.  However, when the market turns, it doesn't take long for fear to step in and take over.

Does a Sand Sculpture Teach Us Anything About Financial Planning

Last week Jeff and I spent a few days at the beach in San Clemente, CA as leaders of a church youth group.  As part of the activities we brought in a friend of mine, Randy Ewing, to do a sand sculpture.  Randy is an artist and his sand sculptures are amazing.  We started early in the morning by loading 3 stacked plywood frames with packed sand.  Once the sand blocks were pre

Reactions to the Fed

Uncertainty abounds even after yesterday's Fed announcement.

The Markets Reaction to Greece and Fed Policy

Some interesting thoughts on Greece and its impact on our Fed policy.

Retirement Savings vs. College Savings

Our clients often ask if saving for their children's college education should supersede saving for their retirement.  We typically recommend retirement savings as the top priority.  As mentioned in this video, you can take out a loan for college but you can not for your retirement.


US Unemployment Rate Update

This week the US Unemployment rate dropped to 5.6%, the lowest level since June of 2008.  The attached chart shows the US Unemployment rate going back to the 1940's with the horizontal line of 5.8% representing the average rate over that period. As a comparison, Greece's current unemployment rate is 25.8%!

Cleveland Sports and Inflation

The Cleveland Cavaliers are looking to bring home the first professional title to the city of Cleveland since 1964 when they take on the Golden State Warriors in the NBA championship.  The last time Cleveland celebrated a professional sport's championship was in 1964 when the Browns defeated the Baltimore Colts in the NFL championship.

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