Monthly Archives: January 2014

Ross Polking Thumbnail Photo

Plenty of folks are speaking up now saying, “I told you so.” Referencing their previous prediction that we were due for a pullback in the market.  Funny, these same individuals were saying this when the Dow was at 12,000…and then at 13,000…and then at 14,000…and then at…well, you get the picture.  Remember, when it comes to market timing, the benefit of potentially avoiding the downturns is outweighed by the risk...

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Martha Gribble

Estate planning is a dynamic process that should not only be thought of in hindsight following a possibly life-threatening health condition or death of a loved one. It should begin immediately and continue throughout your lifetime. Individuals should set in motion arrangements for the future of their assets and employ an array of strategies to ensure that those assets go to the intended parties and that their survivors are supported financially. Transfer of assets There...

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Jerry Foster

When you hear the words “charitable giving,” something very specific may come to mind. Maybe you think of an annual donation you make at the office, or a faith-based initiative to which you’ve contributed. But changes have been taking place in how and why we give, changes that are broadening our understanding. In fact, the way many of us look at our charitable giving—even the words we use to describe...

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Ross Polking Thumbnail Photo

Even five years after the start of the financial crisis of 2008, the U.S. is, in some ways, still shaking off the dregs of the housing downturn and widespread unemployment. Often, these symptoms of the crisis, along with the government-sponsored bailout of banking and automotive industry giants have been characterized as signals of the impending Great Recession. However, some would argue that attempts to save these industries were...

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