Are inflation protected securities for you?
“Knowledge is power. Knowledge shared is power multiplied.” Robert Noyce, Microchip inventor, 1927-1990
View ArticleAsk Santa for a Spy-Scope for Christmas
Residents of Southwest Florida rely upon different signs of fall than do our friends in New England.
View ArticleWomen, Wisdom and Wealth: This Christmas, the Grinch is on the run
While driving around Naples the other day, enjoying the Christmas decorations, it dawned on me why I’m feeling so much more festive this year than I did last year; last year, we’d just experienced near...
View ArticleWomen, Wisdom and Wealth: Anybody wanna buy a palm-shaped island?
The Friday after Thanksgiving is traditionally a quiet day in the market, so I chose to work remotely from our daughter’s dining room table that morning
View ArticleWOMEN, WISDOM & WEALTH: Should I convert to a Roth IRA?
While conducting our year end account reviews one of the topics we cover is, if the opportunity is available, should an individual take a distribution from an existing IRA and roll it over to a Roth...
View ArticleLessons and carols
The holiday season can be stressful, or it can be rewarding and joyful. Remember to celebrate the simplicity of friends, family and home. Over the past 18 to 24 months everyone has learned more than...
View ArticleWomen, Wisdom and Wealth: Traveling the path of greatness
Enjoying the long weekends of Christmas and New Year, my husband Pete used his free time to embark on a “Godfather I, II and III” trilogy movie marathon.
View ArticleWomen, Wisdom and Wealth: Get started on your financial fitness program
By looking at the parking lots of the health clubs this month; it’s obvious that a number of us have made fitness a New Year’s resolution.
View ArticleAsk a Pharmacist: Natural ways to ease depression and reduce anxiety
Q: Last week, you gave a ‘Dumb Award’ to “anti-depressant drugs and the doctors who prescribe them for every woman who is tired or tearful.” I struggle with depression, and my medications don’t help....
View ArticleWomen, Wisdom and Wealth: Look before you leap into a new annuity
As a result of the 2008 financial crisis, many investors find themselves in the vulnerable position of being in a hurry to replace lost income and diminished net worth.
View ArticleWomen, Wisdom and Wealth: What kind of benefits plan is best for you?
If you started your business a few decades ago – say, during the era of bell bottoms and Sonny and Cher and headbands – and you were considering how to provide a retirement benefits plan for your...
View ArticleWomen, Wisdom and Wealth: Don’t bet the mortgage on the big game
Women and men alike can appreciate the enthusiastic and inspirational wisdom of Coach Lou Holtz.
View ArticleWomen, Wisdom and Wealth: Is your financial plan looking too normal?
I won’t go as far as saying that we’re experiencing a “new normal” with our weather, because the professionals say that this is attributed to an El Niño cycle.
View ArticleWomen, wisdom & wealth: Estate tax changes you need to know about
Until Jan. 1, almost everyone expected Congress to act to prevent repeal of the estate tax. Many expected a simple patch to extend 2009 law into 2010. In 2009’s cliffhanger of an ending, Congress...
View ArticleWomen, Wisdom & Wealth: Financial basics: If you don’t know where you are...
So why do smart people sometimes make bad decisions? I think it’s because we’re human and this simple fact complicates any sound decision making process. I am where I am because of the bridges I’ve...
View ArticleWomen, Wisdom & Wealth: Education planning and raising money-smart kids
The years go by so fast. It was just 5 years ago that our oldest daughter and son-in-law surprised us with a gift wrapped ultrasound picture of our granddaughter as their way of telling us we were...
View ArticleWomen, Wisdom & Wealth: Life’s, and investing’s, ups and downs
There’s never a dull day in the financial markets. On Thursday, May 6 our office was singing Tom Petty & The Heart Breakers 1989 hit “Free Falling” as the Dow Jones Industrial Average fell 5.7...
View ArticleWomen, Wisdom & Wealth: Don’t allow a blessing to become a curse
“Be careful what you wish for” is a motherly and cautionary statement. Mom is usually right and there’s no exception to the rule as this declaration applies to the receipt of sudden and unexpected...
View ArticleWomen, Wisdom & Wealth: Tackling the do-it-yourself mentality
As the years have gone by it seems that things like car repair, investing and hair care have become more complicated. As a teenager I was a “tom-boy” who hung out with the guys who worked on cars....
View ArticleWomen, Wisdom & Wealth: Market response to Japan disaster
The events in Japan are heart-wrenching, and it’s likely that there will be more disturbing news as the true scope of this disaster unfolds. The economic impact on Japan’s economy and individual...
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