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...
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....
Oct 31, 2014 | Accounting, Investments, News, Uncategorized, Wealth Management
October 29, 2014 The Federal Reserve announced the official end to its quantitative-easing (QE) program Wednesday afternoon — a decision in line with expectations. The statement included a few nuances that are worth pointing out. First, consistent with previous...
Oct 14, 2014 | Accounting, Investments, News, Uncategorized, Wealth Management
Market Turmoil by H. Lee Wall, CPA/PFS, CFP Another tumultuous session occurred Monday, Columbus Day, as we saw a large drop in stocks. The stock exchange has been remarkably volatile for the past week with several 1% or more moves in the indices from day to...
Sep 8, 2014 | Accounting, Investments, News, Wealth Management
Though September has historically been “the worst month for the stock market,” our experts agree that there’s no need to fear based on the calendar month. We’re here to ease your worries! Consider these reasons from CNN Money and commentary...