by saratyler | Jul 2, 2013 | Blog, Featured, Newsletters
I grew up in Oklahoma. My first memory of storms was as a preschooler. My mother took us to see her parents. We drove through a storm. The next day we learned that the storm had generated a tornado nearby that had done some damage. I understood from the way the...
by saratyler | Jun 3, 2013 | Blog, Featured
The news helicopter hovered with its camera trained on the wreckage below. On the street walked three isolated figures, a dad, a mom and child. They had backpacks. They trudged away from the devastation to who knows where. Like their neighbors, they likely entered...
by saratyler | Mar 15, 2013 | Blog, Featured, Video
Much has been made of the fact that the Dow Jones Industrial Average hit record highs this month. The response of investors has been to pour millions into the stock market. Don’t get me wrong. The fact that the Dow hit a record high is really good news. For those who...
by saratyler | Nov 20, 2012 | Blog, Featured
President Obama and leaders from Congress are struggling to develop a plan to avoid the “Fiscal Cliff”. It is important to know the terminology of the debate in order to understand the discussion. Here are a few tips and working definitions. Deficit—the deficit refers...
by saratyler | Oct 23, 2012 | Blog, Featured
Brian and I just returned from the Cambridge Investment Research, Inc. National Conference. In four days we met with investment strategists and experts in taxation, income distribution, alternative investments, and technology. We often gain insights that become...
by saratyler | Oct 23, 2012 | Blog, Featured
Do I refinance the house? Do I keep my car or get a new one? Lease or buy? How do I invest my 401 (k)? When can I retire? Should I change jobs? How do I pay for college? How do I transfer wealth to my heirs? These questions are just a few of the many real life...
