Hi Everyone, I wish you all a wonderful Thanksgiving and give much thanks to you for your patronage, support and referrals throughout 2014. I appreciate all you do. There are a few things to think about though as the holidays approach and the end of 2014 nears. Here you go, Susan As 2014 Ends. . . There are a few things we should do before 12/31/2014: 1) If you own an IRA and are over 70 and 1/2 years young, we need to make … [Read more...]

Hi Everyone, Seldom have I been as glad to see a month pass as I was when October ended. Investors had a lot on their minds and I'm not sure much of it was right. Between geopolitical issues, corporate earnings and ebola, my ability to provide "naked" advice was tested. Here's what I mean, Susan Being Naked A dear client gave me a book written by Timothy McCarthy called The Safe Investor. He took the time to mark a page that he … [Read more...]