Blog

Record Keeping in the Cloud – is it Safe?

As our lives become more intertwined with the Internet it may be only a matter of time before all of our important data is stored in this vast “cloud” of bits and bytes.  Most people are well on their way with online banking and bill paying, e-tax filing, email, document storage vaults, Social Security information, and soon we will be making payments using our smart phones.&nbs

Determining Your Risk Tolerance

What Does Having Wealth Mean to You?

In our discussions with clients, the term “wealth” has always been tossed about somewhat loosely. We talk about building wealth, wealth management, wealth enhancement, and wealth preservation and wealth in general as if it were universally understood.

Holdings That Help Reduce Portfolio Volatility

As you are probably aware, the market has struggled this week.  In face, this is the worst performing week for the Dow Jones Industrial Average since 2011.  There are many causes for this.  The primary concerns are global growth, signs of deflation, oil prices, and China.  During times like these it’s important to focus on things that we can control.

Watts Gwilliam Service Project

We are excited about our upcoming service opportunity.  If you are interested in joining us on our next community project let us know and we will notify you.

NYSE Trading Halted

The trading on the NYSE has halted due to a system glitch.  More information can be found in this article.

 

http://finance.yahoo.com/news/trading-halted-york-stock-exchange-154021341.html

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.

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