mortgage

Despite Interest Hikes, Mortgage Rates Stay Super Attractive

The Federal Reserve raised short-term interest rates last week, but mortgage rates remained virtually unchanged, making it an ideal time to refinance or lock in a mortgage on a new home. Many people think Fed rate hikes should lead to higher mortgage costs, but that’s not always so. That’s because the Fed controls short-term interest […]

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high rise fire

Older Parents Living In High-Rise? Brush Up On Fire Safety Tips

The horrific high-rise fire in London highlighted the potential dangers of living in a multi-story building. Take a moment to brush up on safety guidelines to keep your loved ones out of harm’s way. Who needs to be aware of fire safety issues? Fire safety should be a key concern if you: live in a multi-story building, or […]

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bank

Which Large Banks Earned Top Ranking For Best Service, Products?

Who says big banks can’t be friendly? Kiplinger Personal Finance magazine just announced its top picks for “best large bank” and two of the winners offer deals that might just make you smile. Competing in the “large bank” category are financial institutions that blanket multiple states with branches and offer the broadest array of products and services. […]

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phil and buzz

Remembering Our Fathers

I lost my dad seventeen years ago (that’s him, at left in the photo, with my uncle in the 1930s). Take time out today to treasure every moment of life, family and friends.

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happy-fathers-day

Happy Father’s Day!

Happy Father’s Day! To all the fathers, grandfathers, and just good guys out there….you are appreciated! No one could ever take your place.

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Barrons 1

Barron’s Top Independent Women Advisors Conference

It may be over 90 degrees outside on the streets of Washington D.C., but we’re having a “cool” time inside at the Barron’s Top Independent Women Advisors Conference! Select women financial advisors from across the country are here to network and learn about what’s new in investments, marketing, client service, and women’s entrepreneurship, with presentations by Pauline […]

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NYT women entrepreneurs

Why Don’t More Women Start Their Own Business?

What holds many women back from starting a business? According to new research cited by The New York Times, there are plenty of qualified women with business-ready skills, but not enough mentors, role models, or support networks. Despite making up about half the workforce, women own only 36% of companies in the U.S., says author Claire […]

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china growth

China: Still An Engine For Global Growth

BlackRock’s Chief Investment Officer Rick Reider, who oversees management of over $1 trillion in bond investments, had some interesting insights at the recent Morningstar investment conference in Chicago. The first is that despite the Federal Reserve’s rate hiking, bond yields will likely remain low for a long time. That should make U.S. investors feel more […]

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taxes due

Don’t Forget: Estimated Tax Payments Due June 15

Don’t forget…. If you pay quarterly estimated taxes, your second estimate for 2017 is due Thursday, June 15.

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female advisor

Our Best Interest Commitment To You

You may be aware that the Department of Labor has sponsored new consumer protections for retirement investors to ensure that financial advisors act in a consumer’s best interest. “While many investors think that their financial adviser already is required to act in their best interest – like their doctor or their lawyer – the law […]

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