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Market Commentary

March Madness or Market Madness?

March Madness or Market Madness?  Think you can pick the perfect bracket or the perfect investment strategy this year?  There doesn’t seem to be a clear front-runner for the tournament nor the markets. The 2015-2016 NCAA season was rather strange where Top 10 teams suffered 74 losses, the most since the Associated Press launched their…

Beyond Your Finances

This is the year I will….

I have to be honest.  New Year’s is my least favorite holiday. If you’re like me, you usually struggle to stay awake until midnight and NEVER manage to stick to your New Year’s resolution after about January 15th.  However, I always feel compelled to make a New Year’s resolution in spite of my dislike for…

Retirement, Taxes

New limits in 2015!

As 2014 draws to a close, it’s time to give consideration to your retirement savings for 2015. The IRS has increased several of the retirement saving limits for individuals. Here are just a few of the basic ones for your reference. 2014 2015 Elective deferrals – 401(k), 403(b), and most 457 plans $17,500 $18,000 Catch-up…

Don’t Pay More Simply Because You Have More Money.