Market Commentary: Happy New Year?

Jan 23, 2016
Accounting, Investments, News, Savings, Tips, Wealth Management

  Happy New Year?   For investors, the first few weeks of January have been a lot of things, but “happy” has not been one Read More >>

Bipartisan Budget Act’s Changes to Social Security

Jan 14, 2016
Accounting, Investments, News, Savings, Uncategorized, Wealth Management

How the Budget Deal Changes Social Security By Emily Brandon – US News & World Report   The Bipartisan Budget Act of 2015 makes significant Read More >>

Market Commentary – Have We Been Spoiled? 

Aug 25, 2015
Accounting, Investments, News, Savings, Uncategorized, Wealth Management

  Have we been spoiled?   The answer to this question is most definitely, YES! Historically, market corrections happen twice a year on average. We Read More >>

Keep Your Information Safe From Hackers

Jul 15, 2015
Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management

Via GetRichSlowly 5 Ways to Keep Your Financial Information Safer from Hackers by Lisa Aberle   Hey, do you mind if I try to guess Read More >>

Building an Emergency Fund

Jul 2, 2015
Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management

  How to Build an Emergency Fund (and Why You Need One) by Kristin Wong via TwoCents   You’ve probably heard of an emergency fund. Read More >>

Bond Market Commentary

Jun 12, 2015
Accounting, Investments, News, Savings, Uncategorized, Wealth Management
Wall Titus Market Commentary

We’d like to share another municipal bond market update from one of our bond managers, Tom Dalpiaz. Enjoy and, as always, feel free to contact Read More >>

Start Saving for Retirement

Apr 30, 2015
Accounting, Investments, News, Savings, Tips, Uncategorized, Wealth Management

One-third have almost no retirement savings via USA Today Many people are woefully unprepared financially for retirement, and they shouldn’t count on working longer to Read More >>

How to Read Your Investment Statements

Apr 23, 2015
Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management

  via TwoCents   How to Read Your Investment Statements (and Actually Understand Them)   You probably have money invested in a 401k or IRA, Read More >>

Important April 1st Deadline for Retirement Account Holders

Mar 23, 2015
Accounting, Investments, News, Savings, Tips, Uncategorized, Wealth Management

via MSN Money/ Marketwatch   An important deadline is fast approaching for people required to tap their retirement savings for the first time. And at Read More >>

How to Answer Tough Money Questions Kids Ask

Mar 18, 2015
Accounting, News, Savings, Tips, Uncategorized, Wealth Management

via TwoCents   Tough Money Questions Kids Ask, and How to Reply Kids can ask some awkward questions about money. To teach them healthy financial Read More >>

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