Monthly Archives: December 2010

Your Year-End Financial Checklist

Things you can do before the end of 2010 and for the New Year! As you approach the end of the year it is a good time to review your financial situation and consider the following as you wind down … Continue reading

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Who’s Afraid of the Big, Bad … Bear?

The stock market downturn of late 2007 until early 2009 has wreaked havoc on portfolio values.  Even though the markets have recovered significantly since that low point in March of 2009, many investors fear another downturn.  While historic data is … Continue reading

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