Hi Everyone, Tax issues aside, the most common request of week is for  information on potentially rising rates. Here are a few thoughts, Susan Economy and Rates This week moved us a tad bit closer to an interest rate hike by the Federal Reserve. Two main factors contribute to their thinking: 1) Unemployment rates have fallen. 2) Businesses are investing more. Many interpret this to mean the first move may come … [Read more...]

Hi Everyone,  The Fed meeting today certainly made for one of the more interesting days to market watch. I enjoyed it but hope you didn't even feel a need to look. We have positioned for this. This week' update is dedicated to information worth knowing and acting on. It comes from Kiplinger. Have a great week, Susan Consumer Info   Interest rates - "expect a federal funds rate of about 0.75% and a bank prime … [Read more...]

Hi Everyone,We are very interested in bringing investor's attention back to smaller companies in 2015. The growth of the U.S. equity markets the last few years has caused many to ignore this important asset class.Let's look at them,Susan  Defining Small: Small companies are typically defined as those having a market capitalization of less than $1.5 billion. They are sensible for the portion of  your portfolio seeking … [Read more...]