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GMO’s Grantham: Not a stock market bubble, yet

by Justin Knapp | Jun 26, 2015 | Current Affairs, Financial Articles

Notable bubble watcher Jeremy Grantham kicked off the 27th annual Morningstar Investment Conference in Chicago Wednesday by telling hundreds of financial advisers that he doesn’t see a trigger that would deflate valuations in the U.S. stock market … yet....

The Role of Bond Funds in Your Portfolio

by Justin Knapp | Jun 9, 2015 | Financial Articles

Bond funds offer income returns that can help temper the effects of price fluctuations. Corporate and high-yield bonds may offer opportunities for capital appreciation. Read Full Article Here…

Are There Any Disadvantages With Paying off a Mortgage Early?

by Justin Knapp | Jun 9, 2015 | Financial Articles

When deciding whether to pay off a mortgage early, a homeowner needs to consider his or her feelings about debt, the potential to earn a higher rate of return if the money were deployed elsewhere, tax savings associated with mortgage interest, future plans, and...

Is a Health Care Flexible Spending Account a Good Idea?

by Justin Knapp | Jun 9, 2015 | Financial Articles

With flexible spending accounts (FSAs), you can reduce your tax bill while setting aside money for health care costs. This article considers the pros and cons of FSAs. Read Full Article Here…

1Q2015 IWM Market Analysis

by Justin Knapp | May 5, 2015 | Financial Articles, Quarterly Market Analysis

1Q2015 IWM Market Analysis (click here)

1Q2015 IWM Market & Economic Summary

by Justin Knapp | May 5, 2015 | Financial Articles, Quarterly Newsletters & Planning Alerts

1Q2015 IWM Market & Economic Summary (click here)
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