May 8, 2015 | Accounting, Investments, News, Tips, Uncategorized, Wealth Management
We’d like to share with you a bond market update from one of our bond managers, Tom Dalpiaz, at Granite Springs Asset Management LLC. Please feel free to contact us if you have any questions! April Municipal Bond Review Time to Dip Your Toe in the Ocean...
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 make up the difference, a new national survey reveals. Almost a third of workers (28%) say...
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, but maybe you have no idea how to actually read your investment statements. There are a lot of confusing numbers and jargon...
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 least one set of numbers indicates that many investors could miss it. If you turned age 70½ at any point in 2014, you...
Feb 16, 2015 | Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management
via Two Cents The Many Different Types of Investments, and How They Work by Kristin Wong Most people have heard of stocks and bonds, but there are a ton of different ways to invest your money—mutual funds, CDs, real estate…the list is seemingly endless....
Feb 3, 2015 | Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management
via Wall Street Journal How to Tell if Your Retirement Nest Egg Is Big Enough This Calculation Might Prompt You to Take Some Winnings Off the Table—Before It’s Too Late By William J. Bernstein Here we go again. During past bull markets, many Americans nearing...