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Flying high with Boeing stock

On January 10, 2013, Charlie Smith appeared on Bloomberg Radio “Taking Stock” to discuss Boeing stock and the latest news surrounding the company’s 787 Dreamliner aircraft. He chatted with hosts Pimm Fox and Courtney Donohoe, offering insight on the high-tech jet amid delivery delays and production complications. Below is an excerpt from the interview: Q: Why is[...] Continue reading

Receiving a Less-Than-Expected Inheritance

Written by: Mike Blehar | Founding Partner & Chief Growth Officer A study conducted by TD Ameritrade reveals that 40 percent of young adults believe they will have an inheritance passed down from their parents. What they may not expect, however, is what occurs when they receive considerably less than their siblings or other family members. In January, I was[...] Continue reading

How Do I Turn My Savings Into An Income Stream?

The market volatility of the past two years combined with a healthy sense of uncertainty going forward has left almost everyone feeling a bit anxious about their financial futures. While the recent financial crisis and the ensuing recession has made it both more difficult and more important to save adequately for retirement, it has also made it even more critical for[...] Continue reading

In the Financial Marketplace, Let the Buyer Beware!

Caveat emptor. Prudently adhering to the Latin phrase, “Let the buyer beware”, while shopping the financial marketplace will save you both money and disappointment. To meet your long-term objectives, clearly understanding what you’re getting when you purchase a particular investment, product or service is critical. But easy it is not. There will be financial[...] Continue reading

Consultant’s Corner

Consider Benchmarks in Building Any Portfolio     Investing requires decisions to be made within an ever-changing environment.  The general economy, interest rates, corporate earnings, investor sentiment, Federal Reserve Board policy, housing starts, retail sales, the strength of the dollar, and productivity are just a few of the regularly watched indicators whose[...] Continue reading