Industry News

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The below highlighted news links and articles have been hand-picked by your WealthCoaches™ or are featuring your WealthCoaches™. We hope you enjoy them!

April 20, 2017 – Number of People Collecting Unemployment Checks Hits 17-Year-Low, Jobless Claims Show

The number of out-of-work people collecting unemployment checks fell to a 17-year low in April, underscoring the strongest U.S. labor market in years.

January 15, 2017 – 10 Quick Facts About the Upcoming Tax Season That You Need to Know

Ready to file your tax return? Forbes provides 10 facts about tax season that you need to know.

December 6, 2016 – 9 Tech-Friendly Gifts for People Obsessed with Travel

While we can’t help you shop for everyone in your family, we can help you choose a gift for the travel-lovers on your list. Whether they travel for business or adventure, here are 9 tech gifts for the globetrotter in your life.

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October 31, 2016 – Hudson’s Booksellers Announces the Best Books of 2016

Hudson Booksellers, a brand unit of travel retailer Hudson Group and one of the most prominent book retailers in the country, has announced its list of the Best Books published in 2016.

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August, 2016 – History on the Run

When news breaks and markets move, content-starved media often invite talking heads to muse on the repercussions. Knowing the difference between this speculative opinion and actual facts can help investors stay disciplined during purported “crises.”

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June, 2016 – 10 Reasons to be Cheerful

Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media calls news, and there also are a lot of things going right.

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January, 2016 – 2016: 10 Predictions to Count On

The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that.

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November 13, 2015 – Sen. Warren blasts annuity sales incentives

Vacations at luxury resorts, golf outings, and other incentives have led to inappropriate sales of annuities, Sen. Elizabeth Warren, D- Mass., claimed in a study released Tuesday.

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September 16, 2015 – Dimensional Fund Advisors posts 77th consecutive month of positive sales

While FirstWave Financial has been using DFA’s funds and investment principles since 2003, it appears others are now beginning to see the light.

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August 26, 2015 – 5 Things Investors Shouldn’t Do Now

Stocks slumped world-wide this week, with U.S. and European markets off more than 5% and the Shanghai Composite Index losing more than 11%. Oil prices also skidded, dropping more than 6%. Traders feared that slowing growth in China, the devaluation of the Chinese currency and the overhang of too much debt could stifle global economic recovery. Here are five things you should know about how not to react.

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July 23, 2015 – Greece is the Word

In recent weeks, the world’s markets and media financial pages have focused intensely on the standoff between debt-laden Greece and its international lenders over the conditions of any further bailout.

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Feb. 18, 2015 – Has The Trend Toward Later Retirements Played Out?

Since working longer is the key to a secure retirement for the vast majority of older Americans, it is useful to take a look at recent labor force trends.

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Feb. 17, 2015 – Retirement: Boomers Want To Keep Working – If They Can

George Fraser has had a hugely successful life. At 70, the former corporate executive is a successful author and speaker, traveling 200 days out of the year and logging 250,000 air miles.

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Feb. 2015 – When Underperforming The S&P 500 Is A Good Thing

As financial advisers roll through annual client reviews, many will be experiencing a similar task of having to explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index last year.

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July 15, 2014 – Hey Graduates, Here Are 7 Keys to a Happy Life

Last week, I was in St. Louis to watch my son graduate from Washington University. What fatherly advice do I want to pass along to Henry, as he sallies forth into the adult world?

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July 15, 2014 – A Kinder, Gentler Reverse Mortgage

The rules for securing a reverse mortgage are getting tougher. And most financial advisers say that’s a good thing.

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July 15, 2014 – How to Weigh Student-Aid Offers

The Biggest Package Might Not Be the Best Package.

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April 2014 – Connecting the Dots

Human beings love stories. But this innate tendency can lead us to imagine connections between events where none really exist. For financial journalists, this is a virtual job requirement. For investors, it can be a disaster.

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January 2014 – The Golden Ticket Trap

In a popular children’s story, the young hero pins all his hopes on finding one of a handful of “golden tickets” hidden among millions of candy bars. It seems many people approach investing the same way.

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October 21, 2013 – What Retirees Should Do When the Kids Come Back

You’re sitting pretty in retirement. Kids gone. Empty house. Vacations. Hobbies. Walks.

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October 14, 2013 – Best Road-Trip Apps for Holiday Travels

If you are setting out on the road this fall or winter, plug in your car-charger and smartphone because you can bring along a ton of collective wisdom in the form of great road-trip apps.

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October 10, 2013 – 10 Cures for the Chronic Overpacker

Can’t seem to travel without an overstuffed bag? We’re here to help.

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July 2013 – “Student Lenders Are Pressed to Ease Terms”

Regulators Want Private Firms in Market to Lower Payments for Unemployed and Other Borrowers.

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July 2013 – “Letters About 401(k) Plan Costs Stir Tempest”

Yale Law School Professor Tells 6,000 Companies He Plans to Publicize His Study.

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July 2013 – “It’s Our Kids’ Money. But Is It Really?”

Parents should have veto power over how children spend their own savings.

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July 2013 – “The Intelligent Investor: Saving Investors From Themselves”

The temptation to pander is almost irresistible. And while people need good advice, what they want is advice that sounds good.

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July 2013 – “A New Senior Moment”

Zumba classes, sushi chefs and kilns in the crafting room: the newest generation of 55-plus communities caters to active—and demanding—retirees.

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April 2013 – “Get Off the Beaten Path for Vacation Deals”

Higher airfares and overcrowded flights will boost your vacation bill this year, making it a good time to take the roads less traveled on summer retreats.

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April 2013 – “Tap Your School for Job-Hunt Help”

It wasn’t until after Christopher Morel graduated from Pennsylvania State University that he realized how helpful the school could be in his job search.

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April 2013 – “In Applying to College, Is Cost a Factor?”

When it comes to our oldest daughter and college, we are in a place that most parents would envy.

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September 2012 – “How Not to Blow It With Financial Aid”

Common mistakes parents and students make when seeking help with college costs.

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September 2012 – “The Best Gear for the School Year”

Here are the latest high-tech tools for starting the semester out right.

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July 2012 – “Is Gold Worth Its Weight in a Portfolio?”

Do the benefits of holding gold outweigh the risks? Read this article to learn more.

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July 2012 – “In Picking Facebook Shares, Repeating the Mistakes of the Past”

Here is a timely article showing that most individuals have a negative return when picking individual stocks

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June 2012 – “The Eurozone and Greece: A Client Update”

Our calm, disciplined approach puts the European crisis in perspective.

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June 2012 – “The Death of Equities, Revisited”

Here is an article comparing the current news to an August 13, 1979 article in BusinessWeek.

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February 2012 – “The Good Old Days?”

The hardest arithmetic for human beings to master is that which enables us to count our blessings.

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March 2010 – “Rebalancing Act”

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance.

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