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Q3 Market Update

Sunday, October 16, 2016 | Leave a comment

In the last Quarterly Market Overview we discussed the narrow market range and said, “We believe the market will soon break above current resistance. We should see new highs in time and, the momentum established as we finally break above this significant resistance area could propel the market for a while.” By mid-July the S&P500Continue Reading…

Estimated reading time: 10 minute(s)

In Investing Retirement Planning Wealth Management

Q1 2016 Market Overview

Tuesday, April 12, 2016| 1 Comment

Quarterly Market Overview April 11, 2016 The first quarter and year began with the worst five day start in market history. A mid-January attempt at a bounce failed and the market made a correction low on February 11th.   We released a post to the Latest News section of our website on February 8th to calmContinue Reading…

Estimated reading time: 10 minute(s)

In Investing Retirement Planning Wealth Management | |

Unlock the full potential of your on-line safe deposit box

Wednesday, March 9, 2016 | Leave a comment

Do you have the ability to see your full financial picture on-line?  Are you aware of all of the functions in Blueleaf?   Blueleaf has the ability to show you a weekly snapshot of your entire financial picture.   You can add your credit card accounts, mortgages, loans and even important documents.   I recently heardContinue Reading…

Estimated reading time: 4 minute(s)

In Investing Retirement Planning Wealth Management |

IRA Contribution Reminder

Tuesday, February 23, 2016| 1 Comment

Don’t forget to make your 2015 IRA contributions.  The cut-off date for 2015 contributions is April 15, 2016.  If you have not contributed to your IRA account, you still have time.  Contribution limits for Traditional IRA’s are simple.  For individuals under age 50 the maximum you can contribute is $5,500.   For individual’s over ageContinue Reading…

Estimated reading time: 3 minute(s)

In Investing Retirement Planning Wealth Management | | | | | |

February 8th market commentary

Monday, February 8, 2016| 1 Comment

After a couple weeks of stabilization, market volatility spiked again on Friday and is persisting again today. The weakest sector is technology and even the larger names are being hit due to global growth concerns. Defensive dividend paying stocks are holding up well including utilities which are actually up for the year. It seems toContinue Reading…

Estimated reading time: 4 minute(s)

In Investing Retirement Planning Wealth Management