5th January, 2012 - Posted by TBaldwin - No Comments
By Gary C. Sanger, Ph.D., CFA — Welcome to 2012! U.S. economic performance over the last half of 2011 showed modest improvement over the first half. Real U.S. GDP growth rose to 1.8% in Q3, up from 0.4% in Q1 and 1.3% in Q2. Economists in the latest Wall Street Journal Economic Survey expect GDP growth » Read More
12th July, 2011 - Posted by TBaldwin - No Comments
By Jan L. Brown, Esquire – If you were born between 1946 and 1964, you fall into the Baby Boomer Generation. There are 76 million baby boomers in the US, and in 2011, the first “boomers” reached 65 and are eligible for Medicare. For most of us baby boomers the last decades have been focused on » Read More
12th July, 2011 - Posted by TBaldwin - No Comments
By Gary C. Sanger, Ph.D., CFA — U.S. economic performance over the first two quarters of 2011 can best be characterized as mixed. Real U.S. GDP growth dropped to 1.9% in Q1, from 3.1% in Q4 2010, due mainly to slowdowns in spending by consumers and government (both federal and states). Economists expect GDP to » Read More
4th February, 2011 - Posted by dev_svc - No Comments
By Gary C. Sanger, Ph.D., CFA – Welcome to 2011! Since my last letter, the US economy has continued to grow at a modest pace. Real US GDP grew at a revised 2.6% annual rate in the third quarter, up from 1.7% in Q2. Economists participating in the latest Wall Street Journal economic conditions survey » Read More
15th February, 2010 - Posted by dev_svc - No Comments
By Michael T. Lehmer, VP Wealth Management Group, Mid Penn Bank – Life doesn’t always go according to plan. A recent study lends support to this idea. The Employee Benefit Research Institute reports that 47% of retirees leave the workforce sooner than expected. This trend encourages future retirees to have two plans for their retirement: » Read More
26th January, 2010 - Posted by dev_svc - No Comments
We are delighted to have Janice R. Black, President and CEO of The Foundation for Enhancing Communities, write an article on Charitable Remainder Unitrusts (CRUTs) for our blog. This article was originally published in our firm’s quarterly newsletter, Vol. IV Issue 4, and is now being posted on our firm’s blog with the author’s permission. To receive a copy of the original newsletter or to ask a question of the author, please post your questions or comments below. Read More
20th October, 2009 - Posted by dev_svc - No Comments
by Fred D. Fischer, President & Senior Portfolio Manager, Fischer Financial Services, Inc. As a professional money manager we strive to remain emotionless in our decision-making process, so we are not inappropriately swayed in the wrong direction. During the analysis part of the investment decision process, we discern whether a potential new investment will either » Read More
19th October, 2009 - Posted by dev_svc - No Comments
by Fred D. Fischer, President & Senior Portfolio Manager, Fischer Financial Services, Inc. Over the last decade the financial services industry has become increasingly complex and confusing. The main reason pertains to a blurring of responsibilities and expertise among financial professionals. This occurred while banks bought brokerage and money management firms, and insurance companies merged » Read More
19th October, 2009 - Posted by dev_svc - No Comments
by Fred D. Fischer, President & Senior Portfolio Manager, Fischer Financial Services, Inc. Diversification is an investment term that is often misused by professionals and non-professionals alike. It is as fundamental as not having all your eggs in one basket. Sounds like common sense, but it is not followed by most of the portfolios we » Read More
19th October, 2009 - Posted by dev_svc - No Comments
by Fred D. Fischer, President & Senior Portfolio Manager, Fischer Financial Services, Inc. Recently, you have probably all heard of the $50 billion dollar rip-off by Bernard Madoff and his firm. How could something like this happen? Many things contributed to this event, but the primary cause was a lack of oversight without proper checks » Read More
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