January 23, 2013 In spite of all the volatility, 2012 turned out to be a very good year. If you were too pessimistic or too cautious, you missed a good market rally. If you are a long time reader of this report, you probably remember us stating time and again that markets climb a wall...Read More

12/31/2012 For those still mucking out after super-storm Sandy Homeowners are in a cash crunch after superstorm Sandy. They need repairs, but insurance money hasn’t materialized yet. Desperate, many are taking money from their retirement funds. That’s not ideal. What’s a better fix for a post-Sandy liquidity crisis? 1. Borrow, don’t withdraw. If you’re under...Read More

    December 30, 2012 Pros: Unlucky ’13 The new year is shaping up as a bad one, no matter what happens on Capitol Hill, a veteran financial planner warns. Ronald Rogé is warning his clients to prepare for rocky times on both Wall Street and Main Street. Rogé believes they are inevitable. The Long...Read More