Meeting Today at Whitehouse with Head of Banks
President Obama set the tone of a top banker meeting at the Whitehouse this morning with a 60 minute interview last night calling some of his…
Puzzling Money Flows From Investors According to Investment Company Institute
According to the Investment Company Institute () a National Associations for Investment Companies (Mutual Funds), money flows from investors continues to move towards fixed income/bond investments. Typically…
Thanks for All the Wonderful Guests at the Holiday Party
With another great showing at our Holiday Party on Saturday night, I wanted to thank you all who took time to come by, eat, drink, and have…
Estate Tax Exemption Legislation, Ball In Senate’s Court–Keeping Close Watch
The race is on to hammer out a new Estate Tax Exemption amount prior to the end of the year, 12-31-09. As a refresher on…
November 2009 Monthly Electronic Statements Are Ready
For those who use Electronic statement delivery, your November statements have been posted and can be viewed by clicking the “Account View” tab on our…
Black Friday, Cyber Monday Update– The Winner “Suzie the Saver”!
As a quick update from last weeks humorous duo of fabricated personalities, we wanted to give you a quick status report. It appears as if “Sammy…
DRIP’S, Like Buggy Whips, Not for Today’s Investor
Over the latest Holiday lengthened weekend after seeing at least three airings of DRIP or Dividend Re-Investment Plan recommendations, I wanted to pen a post to give the dark…
Dubai, The Reaction is What Matters !
Most likely, anyone hearing the Dubai news over the holiday shortened week that just passed, had some type of mental image of the area. The…
Black Friday Conclusion,”Susie the Saver” and Happy Thanksgiving!
Yesterday (Black Friday Looms-”Sammy the Spender” and “Susie the Saver”) we introduced a few casual seasonal thoughts concerning our interest in “Black Friday” and also our hopeful…
Black Friday Looms-“Sammy the Spender” and “Susie the Saver”
Most know that Black Friday’s name came from days gone when retailers finally turned a profit for the first time of the year, or moved into…