Hi Everyone, A few times per year, I write about new technology and this time it's a look at my firm as well as the interesting sector. ~Susan Technology Update Effective September 29th, those clients currently using our online account view system will be upgraded to a new portal. I need you to be patient, follow the online guide or send me an email if you need help. You can keep your same login … [Read more...]
Archives for September 2013
Dawn a New Dow – “Susan On Money” for the Week of September 18, 2013
Hi Everyone, After Friday's market close, we will experience the dawn of a new Dow Jones Industrial Average (DJIA). It's certainly not the first change to come to the average but is will likely be one of the more interesting ones. Here's why. ~Susan Dawn a New Dow The Dow is the most quoted equity index in the world and, for well over 100 years, I believe it has caused too much confusion. It's not even an "index." … [Read more...]
Your Insurance Money – “Susan On Money” for Week of September 11, 2013
Hi Everyone, Screams could be heard last week as I forced myself to sit down and review all the business and personal insurance policies and I'm a pro. It reminded me to remind you how important this torturous exercise is. Let's get it done, Susan Your Insurance Money No piggy bank can hold enough coin to cover the costs of our insurance coverage but much can be done to control it. As October is … [Read more...]
Export Destinations – “Susan On Money” for Week of September 4, 2013
Hi Everyone, John Canally, CFA and Economist at LPL Financial recently put out a paper that takes a nice look at U.S. exports and our trading partners. Here's a part; let me know if you want the full report. It's a good read, Susan Export Destinations "Fourteen percent of our exports (both goods and services) are bound for the Eurozone, while just 6% head to China. Remarkably, only 5% of our exports go to Japan. … [Read more...]