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Monthly Archives: January 2012

Financial Planning for Your Family’s Well-being

As a current member of the evolving Sandwich Generation spanning in age from the 30s to the 60s, you may feel the ever-challenging financial squeeze of simultaneously caring for you and your spouse, your aging parents and your dependent children…

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Financial Planning for Your Family’s Well-being

The Ides of January

In ancient Rome, the “Ides” marked the middle days of every month of the Roman calendar. The Ides of March are most well-known, as it marks the assassination of Julius Caesar by a group of conspirators led by Brutus. The phrase became immortalized in Shakespeare’s play, Julius Caesar. Last week marked the middle of January and while far less dramatic than the fall of a Roman emperor, the last several days have proved a difficult time for the Treasury market…

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The Ides of January

Base Rate Neglect: Help Yourself by Knowing the Odds

Behavioral finance is the study of the emotional and cognitive biases that can lead to irrational financial decisions. While behavioral finance can help you make better decisions about investing your money, it can also be very helpful with respect to saving and spending…

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Base Rate Neglect: Help Yourself by Knowing the Odds

Ch – Ch – Ch – Changes…Time to Focus on the Fed’s Forecasts

The Federal Open Market Committee (FOMC) meeting, along with Federal Reserve (Fed) Chairman Bernanke’s press conference and a new economic and interest rate forecast from the Fed, is likely to compete for the market’s attention with the return of Congress, the debate over the payroll tax cut extension, and another full slate of fourth quarter earnings reports this week…

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Ch – Ch – Ch – Changes…Time to Focus on the Fed’s Forecasts

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Defining Your Investment Objectives

Each investor has unique investment objectives that are affected by short- and long-term needs and requirements. This fact sheet will help you work with your financial adviser to determine how to best meet your financial goals…

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Defining Investment Objectives

Towards the Paranormal

How many ways can you say “it’s different this time?” There’s “abnormal,” “subnormal,” “paranormal” and of course “new normal.” Mohamed El-Erian’s awakening phrase of several years past has virtually been adopted into the lexicon these days, but now it has an almost antiquated vapor to it that reflected calmer seas for 2011 as opposed to the possibility of a perfect storm in 2012…

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Towards the Paranormal

European Upgrade

On Friday, Standard & Poor’s Ratings Services, one of the three major U.S. ratings agencies, downgraded France and Austria from AAA to AA+ and downgraded seven others (Malta, Slovakia and Slovenia by one notch and Italy, Spain, Portugal and Cyprus by two notches). The downgrades contributed to the second down day for the S&P 500 Index in 2012. However, the S&P downgrades are likely to have a limited impact for a number of reasons…

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European Upgrade

BlackRock 2012: A Look Ahead

Bob Doll is Chief Equity Strategist for Fundamental Equities at BlackRock®, a premier provider of global investment management, risk management and advisory services…

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2012: A Look Ahead

What Investors Should be Watching This Earnings Season

U.S. stocks rose last week by 1.7%, as measured by the S&P 500 Index, getting 2012 off to a solid start. A combination of solid and better-than-expected economic data, a quiet week in Europe, and few negative earnings pre-announcements drove the rebound…

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What Investors Should be Watching This Earnings Season