Poll: How Do You Pay Your Bills?

Tweet With the advent of the internet, many companies now allow you to pay your bills online. To go one step further, some banks and companies even allow you to setup automatic payments that are made without any effort on your part. This has many obvious benefits, with the most significant being the time involved […]

From the Front Lines: Investors Selling Stocks in Favor of Fixed Accounts

Tweet As someone who deals with literally hundreds of clients a month, I am on the front lines when it comes to fielding concerns over investment performance. Here in the early parts of July, that means second quarter statements are going out. Statement time is always a busy time, but when you have a losing […]

Mid-Year Financial Checkup – Review Your Goals and Progress

Tweet It is July 1st, which marks the start of the third quarter and the second half of the year. It is hard to believe that 2008 is already half gone, but it should be no surprise that there is still plenty of work left to be done. As we reach this midpoint, it is […]