Currently Browsing: Category

Resources

Paul Durso on WBTV: Save $100 a Month in 2017

Are you expecting a pay raise in 2017? Don’t! According to a recent survey, employers say they’re not planning to increase budgets for raises and bonuses for 2017. Not great…

Read More

Paul Durso on WBTV: Holiday Scams

How are scammers targeting people over the holidays? • Many people are feeling more generous and do more shopping this time of year. Some of us are in a better,…

Read More

“It’s Cloudy” Fatigue

There have been times in the past where “crowd fatigue” was itself a drag on markets in the near-term.  It seems pretty clear to me we are jogging through a period…

Read More

Paul Durso on WBTV: Savings Tricks & Treats

Here is something to spook you this Halloween. Most Americans have less than $1,000 in their savings accounts and the number of people with more credit card debt than savings is growing.

Read More

Capital-ism

Capitalism:   “An economic system in which investment in and ownership of the means of production, distribution, and exchange of wealth is made and maintained chiefly by private individuals or…

Read More

Resources
Paul Durso on WBTV: Financial Fantasy Football Tips

Who makes up the perfect fantasy team when it comes to your finances?

Read More

Hidden Improvements

It would be easy to overlook that markets have stayed in a fairly thin band since breaking out to new highs in early July. Indeed, it has been over a…

Read More

Lost in the Haze?

The chop of August – as well as price setbacks for many of the year’s leaders to date – has all been pretty normal this summer for the run we…

Read More

Simple is Tough

Hard to believe that we are approaching the end of August – nearly 2/3’s of 2016 is already in the history books. One more weekend and then the official end…

Read More

Talking Heads?

It began with the usual fretting over “selling in May and going away.” It then ebbed into the Memorial Day kickoff to summer and meandered its way here – now,…

Read More

We’d love to hear from you!

If you have financial questions or want to schedule an appointment, you’re in the right place.

Simplicitree Plan

Generate your free Retirement Report

Simplicitree® Quick Plan.