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Monthly Archives: June 2012

London Calling: Should You Retire Overseas?

Retiring overseas isn’t for everyone, but it can be a great fit for some. If your dream retirement includes Panama instead of Pennsylvania or Uruguay instead of Utah, just make sure to do your homework and work closely with your advisers to ensure a seamless transition…

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London Calling: Should You Retire Overseas?

Pension Paranoia

This week the Government Accounting Standards Board (GASB) announced new guidelines on how state and local pensions are reported, potentially reigniting municipal bond credit quality fears. The changes, initially proposed a year ago, were anticipated but officially announced Monday. The new rules are intended to improve transparency for individuals and investors on pension liability reporting. The news follows a report from…

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Pension Paranoia

Quarterly “Sweet Spot”

This week marks the end of the period leading up to the deadlines for oil-related sanctions on Iran, for the countries in Europe to ratify the permanent bailout fund known as the European Stability Mechanism, and for the Supreme Court to rule on the Affordable Care Act. This week also marks a beginning. It is the start of a six-week period that has been the best for the stock market in each quarter of recent years…

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Quarterly “Sweet Spot”

Repeat Performance

Is a repeat performance in store for bond investors this week? That is the question on the minds of investors as the Federal Reserve (Fed) meets this week and investors await news of additional bond purchases, known as quantitative easing or QE. High-quality bond prices have done just fine on their own, but in an attempt to reinvigorate the economy…

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Repeat Performance

What to Watch During the Most Important Week of the Year

This week features the most market-moving events of the year, so far. Not only do they hold the potential to affect the markets this week, the decisions made this week may shape the market environment for years to come…

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What to Watch During the Most Important Week of the Year

You won the lottery! Now what?

Do you know someone who has come into a chunk of money, an inheritance, a settlement, a property or business sale, retirement distribution or a lottery prize? Call us

You won the lottery! Now what?

Spanish Setback

Despite an awaited bailout for Spanish banks, Treasuries resumed their rally Monday after a one-week hiatus. The lack of detail in the loan package that may come from either the European Financial Stability Fund (EFSF) or perhaps the permanent European Stability Mechanism (ESM) when it comes online July 1, 2012, weighed on the minds of investors. Last week…

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Spanish Setback

Beige Book Window on Main Street

The Federal Reserve (Fed) released its Beige Book — one of our favorite economic reports — last Wednesday, June 6, 2012. Along with testimony by Fed Chairman Ben Bernanke on Thursday, June 7, the report provided market participants with valuable insights into the economy and the future of the Fed’s monetary policy actions.…

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Beige Book Window on Main Street

Euro 2012: Spain Wins!

Spain secured a big win this weekend. While the defending champions in the Euro 2012 soccer tournament were unable to best Italy on the soccer field, Spain fared better against Germany by winning the best European bailout deal yet…

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Euro 2012: Spain Wins!

Can you handle the financial truth?

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Financial Truth