Archive for July, 2009

Warren Buffett is lending his voice to a new cartoon series that aims to teach valuable financial lessons to kids through entertainment.

Finding the motivation to save can be just as difficult as motivating yourself to diet and exercise. In both cases you know the outcome will be worthwhile — financial security and better health. However, taking the steps to get there is easier said than done.

On July 27th, people in the market for a new car can qualify for the “Cash for Clunkers” program otherwise known as the Car Allowance Rebate System (CARS).

NAPFA has launched a new Consumer Webinar Series aimed at educating consumers on financial planning topics. This free program is designed to inform the public on money basics while also covering more in-depth personal finance topics. The year-long series will consist of monthly, 1-hour live sessions that are available through the NAPFA website.

Natalie Choate, a respected resource on retirement plans/IRA rules and writer for MorningstarAdvisor.com, recently addressed some financial planning issues that Same-Sex couples face.

Tired of paper statements? While we cannot eliminate all paper statements regarding your investment accounts, Pershing LLC, the custodian of our clients’ brokerage accounts, has a new electronic statement program ready for new enrollment.

“The housing market is not going to be the engine leading us out of the recession, but clearly it is going to be less of a drag than it has been or should be.”

“Too many of them do not do well, and the frenzy that exists when the IPO market is hot makes the problem worse as the average investor tends to significantly overpay when their gambling switch is turned on.”