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As consumers, we choose how to use our resources. Use your purchasing power to choose what you are willing to pay for banking services. Next week is National Financial Planning week. Celebrate your financial strength. 20 Ways to Celebrate Financial Planning Week 1. Balance your checkbook 2. Write down your financial goals and revisit them periodically 3.... 

30-09-2011
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On July 21, 2010, President Obama signed into law the most wide-ranging reform of the U.S. financial system in decades. The Act establishes new consumer protection provisions regarding lending and credit. It also attempts to provide greater transparency and accountability for investments and financial services, and establish processes to deal with systemic... 

1-08-2010
New York Times - Difference between Broker and Adviser

It is wonderful to see this difference being discussed. As a fully independent registered investment advisor, we put our clients first as a fiduciary, and have been for over 11 years. Why would an investor accept anything less? That’s why this New York Times is a must read and is so relevant: THE Great Recession has intensified a long-running... 

28-02-2010
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Consumer Watch!: College Cost Trends Every October, the College Board releases its Trends in College Pricing report that highlights college cost increases and trends. While costs can vary significantly by region and individual college, the College Board publishes average cost figures, which are based on its survey of 3,500 colleges across the country. Learn... 

10-01-2010
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On November 6, 2009, President Obama signed into law the Worker, Homeownership, and Business Assistance Act of 2009. The Act extends the first-time homebuyer tax credit to principal residences purchased before May 1, 2010. (If you purchase a principal residence before July 1, 2010, you can still qualify for the credit provided that you enter into a... 

10-01-2010

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