8/17/2012 Dire predictions of market collapses and economic gloom in 2012 have so far proven overly pessimistic. But what should investors do to continue making money the rest of the year? In January, many expected Europe’s debt woes to spread from Greece to the rest of the euro zone, China’s economic growth rate to falter...Read More

Getting To Know Someone: Part 1 I have been fascinated by the fact that we all grow up inside our own family models. By models I mean experiences and familiarity, what seems normal to our family and friends. Unless someone tells us about an experience they had that was not part of our families model,...Read More

  Bloomberg News Online | June 28, 2012   Kenneth Heebner ranked as America’s No. 1 stock picker before losing his touch and most of his main fund’s assets. The 71-year-old manager, at the bottom of his peer group for the fourth year in five, hasn’t lost his swagger. Heebner, whose CGM Focus Fund (CGMFX)...Read More

    Six Bad Excuses for not Saving for Retirement Featured on Fox Business Network and Bankrate.com | May 21, 2012 Do You Need an Excuse? Like the proverbial grasshopper, some people neglect to save for retirement and have plenty of excuses to justify their lack of foresight. Every year, the Employee Benefit Research Institute...Read More

13,000 Begs, But What Next? | By: Sarah Morgan SmartMoney Online | February 21, 2012   The last time the Dow hit 13,000, stocks quickly proceeded to take a 50% nosedive. But as the index wraps up the week within spitting distance of that milestone, many advisers say the market looks a lot safer this...Read More

What to Do With Leftovers in 529 Plans Wall Street Journal | By: Georgette Jasen | February 6, 2012 If you haven’t used all the money in your college savings plan, don’t just cash it in. You have other options. Most parents worry about not having enough money in their 529 savings plans to pay...Read More