Quarterly Market Review

Month: July 2013

July 30, 2013  |  

Quarterly Market Review

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stocks and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter. Click here to read the entire Quarterly Market Review

July 24, 2013  |  

Retirement Plans for Small Businesses

If you’re self-employed or own a small business, a retirement plan can help you and your employees save for the future and at the same time have significant tax advantages such as: – Your contributions are deductible when made – Your contributions aren’t taxed to an employee until distributed from the plan – Money in the retirement program grows tax deferred, or in the case of Roth accounts, potentially tax free Types of Plans There are […]


July 22, 2013  |  

I Recently Came Across An Error On My Credit Report. Is There Any Way I Can Fix It?

Good credit is an important part of your overall financial well-being. It can impact everything from the interest rates you’ll pay on a loan to being a prerequisite for employment.  It’s important to review your credit report periodically, and be on the lookout for any fraudulent activity. You may get your free credit report once a year from the Annual Credit Report Request Service at www.annualcreditreport.com or by calling (877) 322-8228. If you should find […]

July 18, 2013  |  

Second Guessing

In this post, Jim Parker of DFA discusses monetary policy and how long-term investors should view the recent news by Fed Chairman Ben Bernanke. Markets recently have had a rocky time as investors in aggregate reassess prospects for monetary policy stimulus in the US. Is this something to worry about? The world’s most closely watched central bank unsettled financial markets by flagging that it may start to scale back its bond purchases later this year. […]