THE WEALTH STRATEGIST
November 27, 2007  Volume 3 | issue 2
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The Scoop on Bond Investments

Ruth L. Forehand, CFP®

Lately the news has been dominated by headlines about the deterioration of subprime loans.  In light of all this press, we thought it was appropriate to have a discussion about bonds in general.  What they are, how they function, the dif...

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Return of the Equity Dividend

Steven T. Merkel, CFP®, ChFC

Looking back at the last seven years in the U.S. equity market (2000-2006), you’ll notice that investors have experienced three negative and four positive performance years within the S&P 500 Index. The S&P 500 is designed to be a leading ...

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‘Tis the Season to be Giving

Scott R. Schatzle, CFP®

Year-end is the time when most of us think about giving, and that includes giving back to the community or making some form of donation to your favorite charity.  Regardless of how you choose to give there are some fundamentals that can help ...

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