Common Cents – Rebalancing...

Common Cents –...

Tea Leaf – “Happy Talk”...

Tea Leaf – March 29,...

CFP Board’s Consumer Guide to Fina...

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Estate & Income Tax Laws Seminar...

See Link Below for details November 18th Seminar – 9:00 a.m. and 4:00 p.m. Guest Speakers Include: Paul Mueller – CPA, Mueller  & Associates, CPA, LLC. Will discuss post-election changes in income tax laws and tax planning opportunities. Andrew Stone – Attorney at Law, Stone Law, LLC. Will address significant changes in estate and gift tax laws effective 2011 and...

Vanguard Energy Move...

We recently made some changes to some client’s holdings in the Vanguard Energy fund. The fund was supposed to be a hedge to inflation as well as a proxy for commodity prices (oil) and give us upside potential when the price of oil goes up. It did that for most of the past five years we held it (see blue line below). Lately though the price of oil and the mutual fund have moved...