To Rent or Buy: That is the Question…

2011-02-01T21:47:29+00:00February 1, 2011|Blog, Family Financial Information|

One of the most important decisions for a newlywed couple, a family in transition, or anyone who relocates to a new city is whether to buy or rent a home.  People often say that they want to buy a home to begin building equity.  However, there are many expenses outside of a mortgage payment that come with home ownership.  You could be putting yourself in a bad situation if you don’t first take care of [...]

Weekly Market Commentary: Week Ending 1/14/2011

2011-01-24T08:18:18+00:00January 24, 2011|Market Commentary|

Total Returns % 1 Week YTD Dow Jones Industrial Average +0.96% +1.81% NASDAQ Composite +1.93% +3.86% S&P 500 Index +1.71% +2.83% Russell 2000 +2.51% +3.05% U.S. Aggregate Bond Index +0.21% -0.02% MSCI All Country World +2.42% +2.05% Source: Morningstar, Inc.  Data through 1-14-11 Global markets enjoyed a nice rise this week.  The market drivers for the week were easing tensions (for now) in Europe, global shortfalls in soft commodities, and positive earnings reports from Intel [...]

Bond Market Update

2011-01-11T21:49:30+00:00January 11, 2011|Blog, Investments|

Since the second round of quantitative easing (QE 2) was announced by the Fed, US bonds as a whole (whether corporate or government) have been under pressure.  It appears that the market is finally tuning into a few facts.  The facts being that inflation is already here, rates are going to have to rise, and bonds hold more risk than usual.  Typically, bonds are held in a portfolio to limit risk and volatility in a portfolio.  In the [...]

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